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 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-126- 0.7% |
$6.8K - $7.89K
|
17.9K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-127- 1.22% |
$6.85K - $7.95K
|
10.3K
$673K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-129- 1.41% |
$6.96K - $8.07K
|
9.03K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-130- 31.18% |
$7.01K - $8.14K
|
287
$18.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.53% |
$7.12K - $8.26K
|
3.61K
$236K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-135- 5.43% |
$7.28K - $8.45K
|
2.35K
$154K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-137- 0.71% |
$7.39K - $8.57K
|
19.1K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-140- 1.07% |
$7.55K - $8.76K
|
12.9K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-146- 2.3% |
$7.88K - $9.14K
|
6.19K
$405K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-149- 0.38% |
$8.04K - $9.32K
|
38.7K
$2.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-149- 4.1% |
$8.04K - $9.32K
|
3.49K
$228K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 1.57% |
$8.09K - $9.39K
|
9.43K
$617K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 6.7% |
$8.09K - $9.39K
|
2.09K
$137K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-157- 0.15% |
$8.47K - $9.83K
|
105K
$6.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-158- 1.74% |
$8.52K - $9.89K
|
8.91K
$583K
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-159- 4.2% |
$8.58K - $9.95K
|
3.63K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-170- 0.7% |
$9.17K - $10.6K
|
24.1K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-175- 1.98% |
$9.44K - $11K
|
8.66K
$567K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-175- 1.54% |
$9.44K - $11K
|
11.2K
$734K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-175- 18.06% |
$9.44K - $11K
|
794
$52K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-175- 5.64% |
$9.44K - $11K
|
2.93K
$192K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-181- 22.68% |
$9.76K - $11.3K
|
617
$40.4K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-181- 7.37% |
$9.76K - $11.3K
|
2.27K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-186- 1.99% |
$10K - $11.6K
|
9.18K
$601K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-186- 1.82% |
$10K - $11.6K
|
10.1K
$658K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-187- 58.62% |
$10.1K - $11.7K
|
132
$8.64K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-188- 1.53% |
$10.1K - $11.8K
|
12.1K
$795K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-188- 1.53% |
$10.1K - $11.8K
|
12.1K
$795K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-193- 3.47% |
$10.4K - $12.1K
|
5.37K
$351K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-194- 13.07% |
$10.5K - $12.1K
|
1.29K
$84.5K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-194- 1.94% |
$10.5K - $12.1K
|
9.82K
$643K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-200- 2.67% |
$10.8K - $12.5K
|
7.28K
$476K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-200- 32.1% |
$10.8K - $12.5K
|
423
$27.7K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-201- 1.58% |
$10.8K - $12.6K
|
12.5K
$818K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-206- 90.35% |
$11.1K - $12.9K
|
22
$1.44K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-232- 3.41% |
$12.5K - $14.5K
|
6.57K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-238- 3.16% |
$12.8K - $14.9K
|
7.3K
$478K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-238- 5.88% |
$12.8K - $14.9K
|
3.81K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-239- 3.89% |
$12.9K - $15K
|
5.91K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-240- 5.54% |
$12.9K - $15K
|
4.09K
$268K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-247- 27.38% |
$13.3K - $15.5K
|
655
$42.9K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-250- 2.05% |
$13.5K - $15.6K
|
11.9K
$781K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-250- 3.57% |
$13.5K - $15.6K
|
6.75K
$442K
|
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-250- 0.6% |
$13.5K - $15.6K
|
41.4K
$2.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-259- 3.47% |
$14K - $16.2K
|
7.2K
$472K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-261- 2.17% |
$14.1K - $16.3K
|
11.7K
$769K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-267- 2.22% |
$14.4K - $16.7K
|
11.8K
$770K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-273- 3.76% |
$14.7K - $17.1K
|
6.99K
$458K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-274- 3.93% |
$14.8K - $17.1K
|
6.71K
$439K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-275- 16.74% |
$14.8K - $17.2K
|
1.37K
$89.6K
|