Institutional Ownership Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL). We have compiled data on the 1,449 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
112
shares
|
$8,151
0.0% of portfolio
|
Q1 2022
New holding
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
112
shares
|
$8,151
0.01% of portfolio
|
Q3 2022
Reduced 0.88%
|
|
Keener Financial Planning LLC
Keller, TX |
May 03, 2024 Q1 2024 |
107
shares
|
$7,787
0.01% of portfolio
|
Q4 2023
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
104
shares
|
$7,569
0.0% of portfolio
|
Q1 2024
Reduced 83.31%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
103
shares
|
$7,496
0.0% of portfolio
|
Q4 2023
Added 0.98%
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
102
shares
|
$7,423
0.0% of portfolio
|
Q2 2022
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 02, 2024 Q1 2024 |
100
shares
|
$7,278
0.0% of portfolio
|
Q1 2022
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
100
shares
|
$7,278
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
100
shares
|
$7,278
0.0% of portfolio
|
Q4 2023
New holding
|
|
Decision Point Financial, LLC
Mesa, AZ |
Apr 30, 2024 Q1 2024 |
100
shares
|
$7,278
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
90
shares
|
$6,550
0.0% of portfolio
|
Q3 2023
New holding
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 06, 2024 Q1 2024 |
83
shares
|
$6,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
83
shares
|
$6,040
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
79
shares
|
$5,749
0.0% of portfolio
|
Q1 2024
New holding
|
|
Quent Capital, LLC
|
May 02, 2024 Q1 2024 |
72
shares
|
$5,240
0.0% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
68
shares
|
$4,949
0.0% of portfolio
|
Q1 2024
Reduced 52.45%
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
67
shares
|
$4,876
0.0% of portfolio
|
Q1 2024
Added 1.52%
|
|
Piscataqua Savings Bank
|
Apr 18, 2024 Q1 2024 |
66
shares
|
$4,803
0.0% of portfolio
|
Q2 2023
Added 1.54%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
66
shares
|
$4,803
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
66
shares
|
$4,803
0.0% of portfolio
|
Q4 2023
New holding
|
|
Byrne Asset Management LLC
|
Apr 22, 2024 Q1 2024 |
64
shares
|
$4,657
0.0% of portfolio
|
Q1 2023
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
64
shares
|
$4,657
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62
shares
|
$4,512
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
61
shares
|
$4,439
0.0% of portfolio
|
Q1 2023
Added 117.86%
|
|
Cranbrook Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
60
shares
|
$4,366
0.0% of portfolio
|
Q4 2023
New holding
|