Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,484 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
23,251
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
23,224
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2024
Reduced 24.84%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
23,220
shares
|
$1.52 Million
0.25% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
23,177
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
23,088
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
23,081
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,994
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 164.36%
|
|
|
Scp Investment, LP
|
Nov 08, 2024 Q3 2024 |
22,900
shares
|
$1.5 Million
1.11% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
22,686
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
22,483
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
22,468
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
22,465
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
22,408
shares
|
$1.47 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
22,265
shares
|
$1.46 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
22,137
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
22,117
shares
|
$1.45 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
22,030
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
21,960
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
21,940
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2023
Reduced 33.2%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
21,851
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,716
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
21,709
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
21,688
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,686
shares
|
$1.42 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
21,620
shares
|
$1.42 Million
0.64% of portfolio
|
Q1 2024
Added 2.06%
|