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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
66
shares
|
$4,321
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
65
shares
|
$4,255
0.0% of portfolio
|
Q3 2024
Reduced 54.86%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
64
shares
|
$4,190
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
64
shares
|
$4,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62
shares
|
$4,059
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
60
shares
|
$3,928
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
54
shares
|
$3,535
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
50
shares
|
$3,273
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
50
shares
|
$3,273
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
45
shares
|
$2,946
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
44
shares
|
$2,880
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
44
shares
|
$2,880
0.0% of portfolio
|
Q1 2024
Added 4.76%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
44
shares
|
$2,880
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$2,815
0.0% of portfolio
|
Q3 2024
Reduced 66.92%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
43
shares
|
$2,815
0.0% of portfolio
|
Q3 2022
Reduced 77.72%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
43
shares
|
$2,815
0.0% of portfolio
|
Q2 2024
Reduced 23.21%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
42
shares
|
$2,749
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
36
shares
|
$2,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
33
shares
|
$2,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
33
shares
|
$2,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
32
shares
|
$2,095
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
31
shares
|
$2,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,964
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$1,964
0.0% of portfolio
|
Q3 2024
Reduced 83.7%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
23
shares
|
$1,505
0.0% of portfolio
|
Q2 2024
New holding
|