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 |
|---|---|---|---|---|---|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
4,250
shares
|
$278,247
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,237
shares
|
$277,396
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
4,231
shares
|
$277,003
0.01% of portfolio
|
Q3 2024
Reduced 33.91%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,222
shares
|
$276,414
0.02% of portfolio
|
Q2 2024
Reduced 27.26%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
4,213
shares
|
$275,825
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
4,205
shares
|
$275,301
0.2% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
4,193
shares
|
$274,515
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
4,183
shares
|
$273,861
0.02% of portfolio
|
Q3 2024
Reduced 32.35%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,180
shares
|
$273,664
0.02% of portfolio
|
Q2 2022
Reduced 6.86%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
4,176
shares
|
$273,402
0.19% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
4,171
shares
|
$273,075
0.02% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,168
shares
|
$272,878
0.2% of portfolio
|
Q4 2023
Reduced 2.32%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,165
shares
|
$272,682
0.05% of portfolio
|
Q2 2023
Reduced 12.76%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,165
shares
|
$272,682
0.17% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,158
shares
|
$272,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,153
shares
|
$271,896
0.01% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
4,150
shares
|
$271,700
0.17% of portfolio
|
Q1 2024
Reduced 10.75%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,142
shares
|
$271,176
0.01% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
4,134
shares
|
$270,652
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,124
shares
|
$269,998
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,089
shares
|
$267,706
0.1% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
4,059
shares
|
$265,742
0.1% of portfolio
|
Q1 2024
Added 10.27%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
4,057
shares
|
$265,611
0.02% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
4,039
shares
|
$264,433
0.02% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
4,039
shares
|
$264,433
0.13% of portfolio
|
Q3 2024
Reduced 4.94%
|