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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
750
shares
|
$49,102
0.03% of portfolio
|
Q3 2023
Reduced 31.82%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
741
shares
|
$48,513
0.01% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
739
shares
|
$48,382
0.01% of portfolio
|
Q2 2024
Reduced 51.98%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
739
shares
|
$48,382
0.02% of portfolio
|
Q3 2023
Reduced 48.64%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
737
shares
|
$48,251
0.02% of portfolio
|
Q3 2024
Added 38.53%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
715
shares
|
$46,811
0.01% of portfolio
|
Q2 2024
Added 81.47%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
712
shares
|
$46,614
0.0% of portfolio
|
Q3 2023
Added 128.21%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
701
shares
|
$45,894
0.02% of portfolio
|
Q2 2024
Reduced 71.8%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
689
shares
|
$45,108
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
671
shares
|
$43,930
0.01% of portfolio
|
Q4 2023
Added 916.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
651
shares
|
$42,620
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
645
shares
|
$42,228
0.01% of portfolio
|
Q2 2023
Reduced 17.94%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
627
shares
|
$41,049
0.02% of portfolio
|
Q3 2024
Added 567.02%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
621
shares
|
$40,656
0.01% of portfolio
|
Q2 2024
Added 216.84%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
603
shares
|
$39,478
0.02% of portfolio
|
Q2 2024
Added 485.44%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
600
shares
|
$39,282
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
563
shares
|
$36,859
0.0% of portfolio
|
Q3 2024
Added 40.75%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
557
shares
|
$36,466
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
550
shares
|
$36,008
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
547
shares
|
$35,812
0.0% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
544
shares
|
$35,615
0.0% of portfolio
|
Q2 2023
Reduced 20.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
534
shares
|
$34,960
0.01% of portfolio
|
Q3 2024
Reduced 82.07%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
533
shares
|
$34,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
517
shares
|
$33,847
0.0% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
505
shares
|
$33,062
0.0% of portfolio
|
Q3 2024
Added 0.2%
|