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 |
---|---|---|---|---|---|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
54
shares
|
$3,930
0.0% of portfolio
|
Q1 2022
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
50
shares
|
$3,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
45
shares
|
$3,275
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
44
shares
|
$3,202
0.0% of portfolio
|
Q1 2022
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
44
shares
|
$3,202
0.0% of portfolio
|
Q1 2024
Added 4.76%
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
43
shares
|
$3,129
0.0% of portfolio
|
Q3 2022
Reduced 77.72%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
42
shares
|
$3,056
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dagco, Inc.
|
May 15, 2024 Q1 2024 |
30
shares
|
$2,183
0.0% of portfolio
|
Q1 2024
New holding
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
May 15, 2024 Q1 2024 |
27
shares
|
$1,965
0.0% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
23
shares
|
$1,673
0.0% of portfolio
|
Q4 2023
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
22
shares
|
$1,601
0.0% of portfolio
|
Q1 2023
Reduced 90.35%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
17
shares
|
$1,237
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gould Capital, LLC
|
May 10, 2024 Q1 2024 |
10
shares
|
$727
0.0% of portfolio
|
Q1 2023
Reduced 66.67%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
10
shares
|
$727
0.0% of portfolio
|
Q4 2023
Reduced 23.08%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$509
0.0% of portfolio
|
Q1 2022
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
6
shares
|
$436
0.0% of portfolio
|
Q4 2023
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
2
shares
|
$145
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 13, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|