Purchases and Sales Made in Q1 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q1 2022. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
260New |
$5.83K - $7.24K
|
260
$17K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
250New |
$5.61K - $6.96K
|
250
$16.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
250New |
$5.61K - $6.96K
|
250
$16.4K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
250New |
$5.61K - $6.96K
|
250
$16.4K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
239New |
$5.36K - $6.65K
|
239
$15.6K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
234New |
$5.25K - $6.51K
|
234
$15.3K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
233New |
$5.22K - $6.48K
|
233
$15.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
230New |
$5.16K - $6.4K
|
230
$15.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
230New |
$5.16K - $6.4K
|
230
$15.1K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
227New |
$5.09K - $6.32K
|
227
$14.9K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
216New |
$4.84K - $6.01K
|
216
$14.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
205New |
$4.6K - $5.71K
|
205
$13.4K
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
202New |
$4.53K - $5.62K
|
202
$13.2K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
202New |
$4.53K - $5.62K
|
202
$13.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
200New |
$4.48K - $5.57K
|
200
$13.1K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
197New |
$4.42K - $5.48K
|
197
$12.9K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
179New |
$4.01K - $4.98K
|
179
$11.7K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
140New |
$3.14K - $3.9K
|
140
$9.17K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
140New |
$3.14K - $3.9K
|
140
$9.17K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
130New |
$2.91K - $3.62K
|
130
$8.51K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
125New |
$2.8K - $3.48K
|
125
$8.18K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
117New |
$2.62K - $3.26K
|
117
$7.66K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
112New |
$2.51K - $3.12K
|
112
$7.33K
|
|
|
May 02, 2022
Q1 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
112New |
$2.51K - $3.12K
|
112
$7.33K
|
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
111+ 2.26% |
$2.49K - $3.09K
|
5.02K
$328K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
108New |
$2.42K - $3.01K
|
108
$7.07K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
103+ 2.52% |
$2.31K - $2.87K
|
4.19K
$275K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
100New |
$2.24K - $2.78K
|
100
$6.55K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$2.24K - $2.78K
|
100
$6.55K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100New |
$2.24K - $2.78K
|
100
$6.55K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
89New |
$2K - $2.48K
|
89
$5.83K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
80New |
$1.79K - $2.23K
|
80
$5.24K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
76New |
$1.7K - $2.12K
|
76
$4.98K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
75New |
$1.68K - $2.09K
|
75
$4.91K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
72New |
$1.61K - $2K
|
72
$4.71K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
63New |
$1.41K - $1.75K
|
63
$4.12K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
62New |
$1.39K - $1.73K
|
62
$4.06K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
54New |
$1.21K - $1.5K
|
54
$3.54K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
50New |
$1.12K - $1.39K
|
50
$3.27K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
44New |
$986 - $1.22K
|
44
$2.88K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
35New |
$785 - $974
|
35
$2.29K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
30New |
$673 - $835
|
30
$1.96K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
25New |
$561 - $696
|
25
$1.64K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
24New |
$538 - $668
|
24
$1.57K
|