Purchases and Sales Made in Q1 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q1 2023. 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 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
115+ 1.52% |
$6.2K - $7.2K
|
7.69K
$503K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
114+ 1.13% |
$6.15K - $7.13K
|
10.2K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
114+ 0.48% |
$6.15K - $7.13K
|
23.9K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
114+ 0.84% |
$6.15K - $7.13K
|
13.8K
$900K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
113+ 2.07% |
$6.1K - $7.07K
|
5.58K
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
111+ 0.5% |
$5.99K - $6.95K
|
22.1K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
110+ 4.25% |
$5.93K - $6.88K
|
2.7K
$177K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
110+ 0.56% |
$5.93K - $6.88K
|
19.9K
$1.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
110+ 0.25% |
$5.93K - $6.88K
|
43.5K
$2.85M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$5.4K - $6.26K
|
100
$6.55K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
100+ 1.08% |
$5.4K - $6.26K
|
9.32K
$610K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
100+ 1.41% |
$5.4K - $6.26K
|
7.22K
$472K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
99+ 1.86% |
$5.34K - $6.2K
|
5.44K
$356K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
88+ 2.38% |
$4.75K - $5.51K
|
3.79K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
88+ 1.48% |
$4.75K - $5.51K
|
6.03K
$395K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
85+ 0.41% |
$4.59K - $5.32K
|
20.8K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
84+ 3.24% |
$4.53K - $5.26K
|
2.68K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
82New |
$4.42K - $5.13K
|
82
$5.37K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
81+ 52.26% |
$4.37K - $5.07K
|
236
$15.5K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
79+ 0.08% |
$4.26K - $4.94K
|
98.2K
$6.43M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
78+ 0.92% |
$4.21K - $4.88K
|
8.58K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
76+ 3.96% |
$4.1K - $4.76K
|
1.99K
$130K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
72+ 0.68% |
$3.88K - $4.51K
|
10.7K
$700K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
72+ 0.45% |
$3.88K - $4.51K
|
16.2K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
70+ 2.15% |
$3.78K - $4.38K
|
3.33K
$218K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
70+ 11.44% |
$3.78K - $4.38K
|
682
$44.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
64New |
$3.45K - $4.01K
|
64
$4.19K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
62+ 0.87% |
$3.34K - $3.88K
|
7.21K
$472K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 2.5% |
$3.18K - $3.69K
|
2.42K
$159K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
58+ 1.01% |
$3.13K - $3.63K
|
5.81K
$380K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
57New |
$3.08K - $3.57K
|
57
$3.73K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
57+ 0.79% |
$3.08K - $3.57K
|
7.27K
$476K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
54+ 1.03% |
$2.91K - $3.38K
|
5.31K
$348K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 0.72% |
$2.91K - $3.38K
|
7.58K
$497K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
53+ 0.63% |
$2.86K - $3.32K
|
8.45K
$553K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
52+ 12.12% |
$2.81K - $3.25K
|
481
$31.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
50+ 1.07% |
$2.7K - $3.13K
|
4.74K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
50+ 0.12% |
$2.7K - $3.13K
|
42.5K
$2.78M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
49New |
$2.64K - $3.07K
|
49
$3.21K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
47+ 9.4% |
$2.54K - $2.94K
|
547
$35.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 4.7% |
$2.32K - $2.69K
|
958
$62.7K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
41+ 1.0% |
$2.21K - $2.57K
|
4.16K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
39+ 3.23% |
$2.1K - $2.44K
|
1.25K
$81.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
36+ 0.96% |
$1.94K - $2.25K
|
3.79K
$248K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 0.26% |
$1.94K - $2.25K
|
13.7K
$895K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
34+ 1.31% |
$1.83K - $2.13K
|
2.63K
$172K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
33+ 0.51% |
$1.78K - $2.07K
|
6.5K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 117.86% |
$1.78K - $2.07K
|
61
$3.99K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
33+ 1.39% |
$1.78K - $2.07K
|
2.4K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
32New |
$1.73K - $2K
|
32
$2.1K
|