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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-285- 72.34% |
$15.4K - $17.8K
|
109
$7.14K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-290- 1.2% |
$15.6K - $18.1K
|
23.8K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-291- 9.93% |
$15.7K - $18.2K
|
2.64K
$173K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 2.21% |
$16.2K - $18.8K
|
13.2K
$867K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-300- 4.65% |
$16.2K - $18.8K
|
6.15K
$403K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-300- 0.24% |
$16.2K - $18.8K
|
126K
$8.22M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-301- 2.42% |
$16.2K - $18.8K
|
12.1K
$795K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-301- 4.29% |
$16.2K - $18.8K
|
6.72K
$440K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-308- 4.43% |
$16.6K - $19.3K
|
6.64K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-312- 0.75% |
$16.8K - $19.5K
|
41.3K
$2.71M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-320- 4.17% |
$17.3K - $20K
|
7.36K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-341- 95.79% |
$18.4K - $21.3K
|
15
$982
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-354- 7.6% |
$19.1K - $22.2K
|
4.3K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-361- 5.88% |
$19.5K - $22.6K
|
5.77K
$378K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-364- 3.17% |
$19.6K - $22.8K
|
11.1K
$729K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
SELL
|
- |
-364- 0.06% |
$19.6K - $22.8K
|
583K
$38.2M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-370- 0.72% |
$20K - $23.2K
|
51.1K
$3.35M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-371- 1.94% |
$20K - $23.2K
|
18.8K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-373- 8.34% |
$20.1K - $23.3K
|
4.1K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-386- 13.51% |
$20.8K - $24.2K
|
2.47K
$162K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-398- 5.19% |
$21.5K - $24.9K
|
7.27K
$476K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-400- 8.64% |
$21.6K - $25K
|
4.23K
$277K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-412- 2.18% |
$22.2K - $25.8K
|
18.5K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-420- 21.88% |
$22.7K - $26.3K
|
1.5K
$98.2K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-424- 1.27% |
$22.9K - $26.5K
|
33K
$2.16M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-425- 10.68% |
$22.9K - $26.6K
|
3.55K
$233K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-442- 0.39% |
$23.8K - $27.7K
|
114K
$7.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-444- 8.12% |
$24K - $27.8K
|
5.02K
$329K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 4.35% |
$24.3K - $28.2K
|
9.9K
$648K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-460- 0.18% |
$24.8K - $28.8K
|
250K
$16.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-463- 11.42% |
$25K - $29K
|
3.59K
$235K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-464- 9.7% |
$25K - $29K
|
4.32K
$283K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-470- 2.19% |
$25.4K - $29.4K
|
21K
$1.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-477- 3.33% |
$25.7K - $29.9K
|
13.9K
$907K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-480- 5.5% |
$25.9K - $30K
|
8.25K
$540K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-483- 5.74% |
$26.1K - $30.2K
|
7.93K
$519K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-483- 6.12% |
$26.1K - $30.2K
|
7.4K
$485K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-500- 7.28% |
$27K - $31.3K
|
6.37K
$417K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-500- 1.7% |
$27K - $31.3K
|
28.9K
$1.9M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-500- 8.29% |
$27K - $31.3K
|
5.54K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-522- 4.13% |
$28.2K - $32.7K
|
12.1K
$794K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-522- 11.31% |
$28.2K - $32.7K
|
4.09K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-525- 7.66% |
$28.3K - $32.9K
|
6.33K
$414K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-533- 13.07% |
$28.8K - $33.4K
|
3.54K
$232K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-553- 1.35% |
$29.8K - $34.6K
|
40.4K
$2.64M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-557- 12.97% |
$30.1K - $34.9K
|
3.74K
$245K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-559- 11.9% |
$30.2K - $35K
|
4.14K
$271K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-572- 7.07% |
$30.9K - $35.8K
|
7.52K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-576- 13.58% |
$31.1K - $36K
|
3.67K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-580- 3.55% |
$31.3K - $36.3K
|
15.8K
$1.03M
|