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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,027
shares
|
$329,117
0.02% of portfolio
|
Q4 2023
Reduced 8.33%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,025
shares
|
$328,986
0.02% of portfolio
|
Q3 2024
Reduced 31.88%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
5,022
shares
|
$328,790
0.16% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
5,013
shares
|
$328,201
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
5,013
shares
|
$328,201
0.19% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
5,012
shares
|
$328,135
0.19% of portfolio
|
Q1 2024
Reduced 81.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
5,011
shares
|
$328,070
0.03% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
5,000
shares
|
$327,350
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,000
shares
|
$327,350
0.01% of portfolio
|
Q4 2023
Reduced 13.79%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$327,350
0.02% of portfolio
|
Q4 2022
Reduced 66.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$327,350
0.19% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
4,991
shares
|
$326,760
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
4,983
shares
|
$326,237
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2024 Q3 2024 |
4,968
shares
|
$325,254
0.06% of portfolio
|
Q4 2023
Added 19.19%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
4,937
shares
|
$323,225
0.05% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
4,920
shares
|
$322,112
0.23% of portfolio
|
Q1 2024
Added 19.88%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
4,919
shares
|
$322,046
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,918
shares
|
$321,981
0.01% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,917
shares
|
$321,915
0.06% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,884
shares
|
$319,755
0.06% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
4,878
shares
|
$319,362
0.09% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,867
shares
|
$318,642
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
4,867
shares
|
$318,642
0.04% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
4,842
shares
|
$317,005
0.11% of portfolio
|
Q3 2022
Added 1.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,834
shares
|
$316,481
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|