Purchases and Sales Made in Q4 2021 in Shell PLC (RDS-A)
This table provides information about the institutional ownership of Shell PLC (RDS-A) during Q4 2021. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.68KNew |
$111K - $132K
|
2.68K
$139K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 11.0% |
$107K - $127K
|
25.9K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.51KNew |
$105K - $124K
|
2.51K
$130K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.38K+ 19.83% |
$99K - $118K
|
14.4K
$745K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.37KNew |
$98.5K - $117K
|
2.37K
$123K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.34KNew |
$97.4K - $116K
|
2.34K
$121K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
2.2K+ 32.86% |
$91.5K - $109K
|
8.9K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.1K+ 29.99% |
$87.3K - $104K
|
9.1K
$471K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.98K+ 5.02% |
$82.3K - $97.8K
|
41.4K
$2.14M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
1.89K+ 2.99% |
$78.5K - $93.3K
|
65.1K
$3.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.82K+ 4.83% |
$75.7K - $89.9K
|
39.5K
$2.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 18.1% |
$75.4K - $89.7K
|
11.8K
$613K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.79K+ 31.39% |
$74.6K - $88.7K
|
7.51K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.72K+ 32.39% |
$71.6K - $85.1K
|
7.04K
$364K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.68K+ 3.76% |
$69.9K - $83.1K
|
46.3K
$2.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
1.65K+ 12.47% |
$68.7K - $81.7K
|
14.9K
$772K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.62K+ 26.77% |
$67.5K - $80.2K
|
7.69K
$398K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.58K+ 7.94% |
$65.7K - $78.1K
|
21.5K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.46K+ 14590.0% |
$60.7K - $72.1K
|
1.47K
$76.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.45K+ 1.78% |
$60.2K - $71.6K
|
83K
$4.3M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.45K+ 2.19% |
$60.1K - $71.5K
|
67.5K
$3.49M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.44K+ 10.88% |
$59.9K - $71.2K
|
14.7K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41K+ 5.7% |
$58.4K - $69.5K
|
26.1K
$1.35M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 8.54% |
$58K - $69K
|
17.7K
$917K
|
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.33K+ 9.83% |
$55.4K - $65.8K
|
14.9K
$770K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.33K+ 22.27% |
$55.1K - $65.6K
|
7.28K
$377K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.29K+ 24.24% |
$53.4K - $63.5K
|
6.59K
$341K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.25K+ 21.35% |
$51.9K - $61.7K
|
7.09K
$367K
|
|
|
Jan 18, 2022
Q4 2021
|
Henry James International Management Inc.
|
BUY
|
- |
1.22K+ 13.19% |
$50.7K - $60.3K
|
10.5K
$542K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.2KNew |
$49.9K - $59.3K
|
1.2K
$62.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.15K+ 48.16% |
$47.9K - $56.9K
|
3.54K
$183K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.14K+ 0.72% |
$47.5K - $56.4K
|
160K
$8.3M
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.14KNew |
$47.2K - $56.1K
|
1.14K
$58.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.1K+ 35.48% |
$45.7K - $54.4K
|
4.2K
$217K
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
1.06K+ 8.71% |
$44.1K - $52.5K
|
13.2K
$685K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.06K+ 1.67% |
$44.1K - $52.4K
|
64.7K
$3.35M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.03KNew |
$42.9K - $51K
|
1.03K
$53.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$42.2K - $50.1K
|
1.01K
$52.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
938+ 15.94% |
$39K - $46.4K
|
6.82K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
933+ 13.45% |
$38.8K - $46.1K
|
7.87K
$407K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
902+ 1.15% |
$37.5K - $44.6K
|
79.6K
$4.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
900New |
$37.4K - $44.5K
|
900
$46.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
879+ 5.14% |
$36.6K - $43.5K
|
18K
$931K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
850+ 18.28% |
$35.4K - $42K
|
5.5K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
840New |
$34.9K - $41.5K
|
840
$43.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
833+ 15.71% |
$34.6K - $41.2K
|
6.14K
$318K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
789New |
$32.8K - $39K
|
789
$40.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
788+ 3.14% |
$32.8K - $39K
|
25.9K
$1.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
764+ 7.16% |
$31.8K - $37.8K
|
11.4K
$592K
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
735+ 1.24% |
$30.6K - $36.3K
|
60.2K
$3.12M
|