Latest Institutional Sells of Shell PLC (SHEL)
This list provides information on the latest institutional transactions involving Shell PLC (SHEL) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 3.08% |
$5.6K - $6.21K
|
3.15K
$227K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16- 4.21% |
$896 - $993
|
364
$26.2K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13- 0.48% |
$728 - $807
|
2.72K
$196K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-328K- 97.81% |
$17.7M - $20.5M
|
7.34K
$528K
|
|
May 15, 2023
Q1 2023
|
Encompass Capital Advisors LLC
New York, NY |
SELL
|
- |
-213K- 18.95% |
$11.5M - $13.4M
|
913K
$65.6M
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-179K- 86.24% |
$9.68M - $11.2M
|
28.6K
$2.06M
|
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-177KClosed |
$9.55M - $11.1M
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-172K- 63.22% |
$9.3M - $10.8M
|
100K
$7.21M
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-30.9K- 77.7% |
$1.67M - $1.93M
|
8.87K
$638K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.51K- 19.67% |
$243K - $282K
|
18.4K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.26K- 1.67% |
$122K - $142K
|
134K
$9.61M
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.4K- 15.43% |
$75.5K - $87.6K
|
7.67K
$552K
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1K- 17.86% |
$54K - $62.6K
|
4.6K
$331K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-714- 1.56% |
$38.5K - $44.7K
|
44.9K
$3.23M
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-688- 1.25% |
$37.1K - $43.1K
|
54.2K
$3.9M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-620- 23.66% |
$33.4K - $38.8K
|
2K
$144K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-420- 21.88% |
$22.7K - $26.3K
|
1.5K
$108K
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-240- 5.54% |
$12.9K - $15K
|
4.09K
$294K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-206- 90.35% |
$11.1K - $12.9K
|
22
$1.58K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-181- 22.68% |
$9.76K - $11.3K
|
617
$44.4K
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-175- 1.98% |
$9.44K - $11K
|
8.66K
$623K
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-159- 4.2% |
$8.58K - $9.95K
|
3.63K
$261K
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-99- 45.83% |
$5.34K - $6.2K
|
117
$8.41K
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 4.28% |
$2.7K - $3.13K
|
1.12K
$80.4K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-44- 14.62% |
$2.37K - $2.75K
|
257
$18.5K
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-20- 66.67% |
$1.08K - $1.25K
|
10
$719
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.09M- 10.09% |
$54.5M - $63.5M
|
9.69M
$697M
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-710K- 95.36% |
$35.6M - $41.5M
|
34.6K
$2.49M
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
SELL
|
- |
-20K- 40.0% |
$1M - $1.17M
|
30K
$2.16M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.78K- 12.25% |
$390K - $455K
|
55.8K
$4.01M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.92K- 8.94% |
$147K - $171K
|
29.7K
$2.14M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.05K- 11.24% |
$103K - $120K
|
16.2K
$1.16M
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.02K- 26.28% |
$101K - $118K
|
5.67K
$408K
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-1.47K- 3.25% |
$73.9K - $86.1K
|
43.8K
$3.15M
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.15K- 20.18% |
$57.7K - $67.2K
|
4.55K
$327K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-900- 67.57% |
$45.2K - $52.6K
|
432
$31.1K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-770- 8.79% |
$38.6K - $45K
|
7.99K
$575K
|
|
Feb 14, 2023
Q4 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-610- 5.0% |
$30.6K - $35.7K
|
11.6K
$834K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 55.56% |
$25.1K - $29.2K
|
400
$28.8K
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-453- 10.24% |
$22.7K - $26.5K
|
3.97K
$286K
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-338Closed |
$17K - $19.8K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-331- 4.78% |
$16.6K - $19.4K
|
6.59K
$474K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-236- 13.04% |
$11.8K - $13.8K
|
1.57K
$113K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-225- 2.52% |
$11.3K - $13.2K
|
8.69K
$625K
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-206- 2.57% |
$10.3K - $12K
|
7.8K
$561K
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-202- 0.75% |
$10.1K - $11.8K
|
26.7K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-125- 0.78% |
$6.27K - $7.31K
|
15.9K
$1.15M
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-100- 1.01% |
$5.02K - $5.85K
|
9.76K
$702K
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$5.02K - $5.85K
|
5.65K
$406K
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-26- 0.43% |
$1.3K - $1.52K
|
6.08K
$437K
|