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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
720+ 9.67% |
$29.9K - $35.6K
|
8.17K
$423K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
681New |
$28.3K - $33.7K
|
681
$35.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
664New |
$27.6K - $32.8K
|
664
$34.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
613New |
$25.5K - $30.3K
|
613
$31.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
608+ 20.32% |
$25.3K - $30.1K
|
3.6K
$186K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
600New |
$25K - $29.7K
|
600
$31.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
600+ 30.24% |
$25K - $29.7K
|
2.58K
$134K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
575New |
$23.9K - $28.4K
|
575
$29.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
558+ 40.67% |
$23.2K - $27.6K
|
1.93K
$99.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
537+ 1.48% |
$22.3K - $26.5K
|
36.9K
$1.91M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
520New |
$21.6K - $25.7K
|
520
$26.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
520+ 7.88% |
$21.6K - $25.7K
|
7.12K
$368K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
506New |
$21K - $25K
|
506
$26.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
500New |
$20.8K - $24.7K
|
500
$25.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
491+ 299.39% |
$20.4K - $24.3K
|
655
$33.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
450+ 0.06% |
$18.7K - $22.2K
|
749K
$38.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
435+ 1.27% |
$18.1K - $21.5K
|
34.6K
$1.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
400+ 8.35% |
$16.6K - $19.8K
|
5.19K
$269K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
386+ 7.93% |
$16.1K - $19.1K
|
5.25K
$272K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
378New |
$15.7K - $18.7K
|
378
$19.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
372+ 1.67% |
$15.5K - $18.4K
|
22.7K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
352+ 4.79% |
$14.6K - $17.4K
|
7.7K
$399K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
333New |
$13.8K - $16.5K
|
333
$17.2K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
318+ 3.36% |
$13.2K - $15.7K
|
9.78K
$506K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
311New |
$12.9K - $15.4K
|
311
$16.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300+ 10.0% |
$12.5K - $14.8K
|
3.3K
$171K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
300New |
$12.5K - $14.8K
|
300
$15.5K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$12.5K - $14.8K
|
300
$15.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
300+ 11.58% |
$12.5K - $14.8K
|
2.89K
$150K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300+ 30000.0% |
$12.5K - $14.8K
|
301
$15.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
289+ 2.99% |
$12K - $14.3K
|
9.94K
$515K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
282+ 60.52% |
$11.7K - $13.9K
|
748
$38.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
282New |
$11.7K - $13.9K
|
282
$14.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
278+ 4.84% |
$11.6K - $13.7K
|
6.02K
$311K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
253New |
$10.5K - $12.5K
|
253
$13.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
249+ 2.26% |
$10.4K - $12.3K
|
11.2K
$582K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
229New |
$9.52K - $11.3K
|
229
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
225+ 11.08% |
$9.36K - $11.1K
|
2.26K
$117K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
225+ 1.79% |
$9.36K - $11.1K
|
12.8K
$663K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
224+ 4.49% |
$9.32K - $11.1K
|
5.21K
$270K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
224+ 4.49% |
$9.32K - $11.1K
|
5.21K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
203+ 16.09% |
$8.44K - $10K
|
1.47K
$75.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
200+ 1.69% |
$8.32K - $9.89K
|
12.1K
$624K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
200+ 9.95% |
$8.32K - $9.89K
|
2.21K
$114K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
200New |
$8.32K - $9.89K
|
200
$10.4K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
200New |
$8.32K - $9.89K
|
200
$10.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
200New |
$8.32K - $9.89K
|
200
$10.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
194+ 0.89% |
$8.07K - $9.59K
|
22.1K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
189+ 3.48% |
$7.86K - $9.34K
|
5.62K
$291K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
182+ 2.69% |
$7.57K - $9K
|
6.94K
$359K
|