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 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-585- 1.15% |
$31.6K - $36.6K
|
50.5K
$3.31M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-594- 12.22% |
$32K - $37.2K
|
4.27K
$279K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-598- 5.02% |
$32.3K - $37.4K
|
11.3K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-600- 4.23% |
$32.4K - $37.5K
|
13.6K
$890K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-600- 10.28% |
$32.4K - $37.5K
|
5.24K
$343K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-601- 0.32% |
$32.4K - $37.6K
|
189K
$12.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
SELL
|
- |
-608- 1.08% |
$32.8K - $38K
|
55.9K
$3.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-610- 9.9% |
$32.9K - $38.2K
|
5.55K
$363K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-620- 23.66% |
$33.4K - $38.8K
|
2K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-644- 45.26% |
$34.7K - $40.3K
|
779
$51K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-657- 2.57% |
$35.4K - $41.1K
|
24.9K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-688- 1.25% |
$37.1K - $43.1K
|
54.2K
$3.55M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-689- 0.65% |
$37.2K - $43.1K
|
106K
$6.91M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-695- 5.35% |
$37.5K - $43.5K
|
12.3K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-701- 10.47% |
$37.8K - $43.9K
|
6K
$393K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-705- 6.09% |
$38K - $44.1K
|
10.9K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-713- 14.44% |
$38.5K - $44.6K
|
4.22K
$277K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-714- 1.56% |
$38.5K - $44.7K
|
44.9K
$2.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-736- 2.16% |
$39.7K - $46.1K
|
33.3K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-743- 21.98% |
$40.1K - $46.5K
|
2.64K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-764- 14.97% |
$41.2K - $47.8K
|
4.34K
$284K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-765- 78.7% |
$41.3K - $47.9K
|
207
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-781- 10.19% |
$42.1K - $48.9K
|
6.89K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-785- 10.18% |
$42.4K - $49.1K
|
6.92K
$453K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-794- 1.34% |
$42.8K - $49.7K
|
58.3K
$3.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-797- 9.87% |
$43K - $49.9K
|
7.28K
$477K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-800- 18.53% |
$43.2K - $50.1K
|
3.52K
$230K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-803- 4.09% |
$43.3K - $50.3K
|
18.8K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-809- 92.56% |
$43.6K - $50.6K
|
65
$4.26K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-896- 9.23% |
$48.3K - $56.1K
|
8.82K
$577K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-900- 14.75% |
$48.6K - $56.3K
|
5.2K
$340K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-900- 11.5% |
$48.6K - $56.3K
|
6.93K
$454K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-920- 15.49% |
$49.6K - $57.6K
|
5.02K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-923- 2.33% |
$49.8K - $57.8K
|
38.7K
$2.53M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-942- 72.35% |
$50.8K - $59K
|
360
$23.6K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-967- 5.56% |
$52.2K - $60.5K
|
16.4K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-970- 19.04% |
$52.3K - $60.7K
|
4.13K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-971- 19.68% |
$52.4K - $60.8K
|
3.96K
$260K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-972- 10.47% |
$52.4K - $60.8K
|
8.31K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-975- 8.24% |
$52.6K - $61K
|
10.9K
$711K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-993- 8.14% |
$53.6K - $62.1K
|
11.2K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1K- 17.86% |
$54K - $62.6K
|
4.6K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.01K- 0.94% |
$54.7K - $63.4K
|
106K
$6.96M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.02K- 21.54% |
$54.8K - $63.6K
|
3.7K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.02K- 9.38% |
$55K - $63.8K
|
9.85K
$645K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.03K- 32.25% |
$55.4K - $64.2K
|
2.16K
$141K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.09K- 6.52% |
$58.8K - $68.1K
|
15.6K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.11K- 17.2% |
$59.7K - $69.2K
|
5.32K
$348K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.12K- 8.89% |
$60.5K - $70.2K
|
11.5K
$753K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.13K- 8.03% |
$60.8K - $70.5K
|
12.9K
$845K
|