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
|
Centaurus Financial, Inc.
|
BUY
|
- |
33+ 1.39% |
$1.78K - $2.07K
|
2.4K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
32New |
$1.73K - $2K
|
32
$2.3K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 9.06% |
$1.51K - $1.75K
|
337
$24.2K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 1.19% |
$1.46K - $1.69K
|
2.3K
$165K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 1.23% |
$1.46K - $1.69K
|
2.22K
$160K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.1% |
$1.46K - $1.69K
|
27.1K
$1.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
27+ 0.58% |
$1.46K - $1.69K
|
4.67K
$336K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.15% |
$1.35K - $1.56K
|
16.6K
$1.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23+ 0.43% |
$1.24K - $1.44K
|
5.4K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.16% |
$1.13K - $1.31K
|
12.9K
$930K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
20New |
$1.08K - $1.25K
|
20
$1.44K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
20+ 0.14% |
$1.08K - $1.25K
|
14K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.27% |
$863 - $1K
|
5.91K
$425K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15New |
$809 - $939
|
15
$1.08K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.18% |
$701 - $814
|
7.06K
$508K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.78% |
$647 - $751
|
1.55K
$111K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
12+ 0.1% |
$647 - $751
|
12K
$861K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10+ 0.19% |
$540 - $626
|
5.16K
$371K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.1% |
$486 - $563
|
9.44K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 1.02% |
$432 - $501
|
796
$57.2K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.17% |
$432 - $501
|
4.75K
$342K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.95% |
$432 - $501
|
853
$61.3K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.08% |
$432 - $501
|
9.76K
$702K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.05% |
$324 - $375
|
12.8K
$920K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$324 - $375
|
3.07K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$324 - $375
|
3.98K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6+ 0.06% |
$324 - $375
|
10.6K
$764K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.92% |
$324 - $375
|
660
$47.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.04% |
$270 - $313
|
488
$35.1K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
5New |
$270 - $313
|
5
$360
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
BUY
|
- |
5+ 0.08% |
$270 - $313
|
6.4K
$460K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.02% |
$216 - $250
|
19.2K
$1.38M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
4+ 0.07% |
$216 - $250
|
5.54K
$398K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.91% |
$162 - $188
|
331
$23.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.1% |
$162 - $188
|
2.99K
$215K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.09% |
$108 - $125
|
2.31K
$166K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$108 - $125
|
1.72K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$108 - $125
|
1.38K
$99K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2+ 0.03% |
$108 - $125
|
6.15K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1+ 1.08% |
$54 - $62.6
|
94
$6.76K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.75% |
$54 - $62.6
|
58
$4.17K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$54 - $62.6
|
813
$58.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.01% |
$54 - $62.6
|
9.88K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$54 - $62.6
|
37.1K
$2.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$54 - $62.6
|
1.53K
$110K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|