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 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.16K- 8.99% |
$62.5K - $72.5K
|
11.7K
$768K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.18K- 0.84% |
$63.8K - $74K
|
140K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.19K- 1.66% |
$64K - $74.2K
|
70.2K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.19K- 11.73% |
$64.2K - $74.5K
|
8.95K
$586K
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.2K- 2.48% |
$64.7K - $75.1K
|
47.2K
$3.09M
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.2K- 14.69% |
$64.7K - $75.1K
|
6.97K
$456K
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.2K- 8.58% |
$64.8K - $75.2K
|
12.8K
$838K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.21K- 4.72% |
$65.2K - $75.6K
|
24.4K
$1.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 3.5% |
$65.4K - $75.8K
|
33.4K
$2.19M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.22K- 90.71% |
$65.8K - $76.3K
|
125
$8.18K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.23K- 16.13% |
$66.5K - $77.2K
|
6.41K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 12.82% |
$66.6K - $77.3K
|
8.4K
$550K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.3K- 4.85% |
$70.2K - $81.5K
|
25.5K
$1.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.34K- 7.24% |
$72.5K - $84.1K
|
17.2K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.35K- 2.93% |
$72.6K - $84.2K
|
44.6K
$2.92M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.35K- 9.6% |
$72.9K - $84.6K
|
12.7K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.39K- 5.97% |
$74.8K - $86.7K
|
21.8K
$1.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.39K- 7.82% |
$75K - $87K
|
16.4K
$1.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.4K- 15.43% |
$75.5K - $87.6K
|
7.67K
$502K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.4K- 10.94% |
$75.5K - $87.6K
|
11.4K
$746K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.42K- 10.42% |
$76.5K - $88.7K
|
12.2K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.43K- 7.87% |
$77.1K - $89.4K
|
16.7K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.45K- 15.06% |
$78.2K - $90.7K
|
8.18K
$535K
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 0.86% |
$78.7K - $91.2K
|
168K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.47K- 27.22% |
$79.1K - $91.8K
|
3.92K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.5K- 69.51% |
$80.9K - $93.9K
|
658
$43.1K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.54K- 1.27% |
$82.9K - $96.1K
|
119K
$7.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.55K- 4.3% |
$83.7K - $97.1K
|
34.6K
$2.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1.64K- 1.59% |
$88.6K - $103K
|
102K
$6.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.66K- 24.49% |
$89.6K - $104K
|
5.12K
$335K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.72K- 24.59% |
$92.5K - $107K
|
5.26K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.73K- 2.68% |
$93.5K - $108K
|
62.9K
$4.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.8K- 25.5% |
$97K - $113K
|
5.25K
$344K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.8K- 16.28% |
$97.1K - $113K
|
9.26K
$606K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-1.8K- 97.2% |
$97.2K - $113K
|
52
$3.4K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.83K- 8.6% |
$98.6K - $114K
|
19.4K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.85K- 4.16% |
$99.9K - $116K
|
42.6K
$2.79M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.92K- 8.6% |
$104K - $120K
|
20.4K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.94K- 2.24% |
$104K - $121K
|
84.4K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.94K- 1.77% |
$105K - $121K
|
107K
$7.03M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.94K- 14.61% |
$105K - $122K
|
11.4K
$744K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.97K- 12.78% |
$106K - $123K
|
13.5K
$881K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2K- 10.4% |
$108K - $125K
|
17.2K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.04K- 11.17% |
$110K - $128K
|
16.2K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 8.38% |
$113K - $131K
|
23K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.13K- 4.42% |
$115K - $133K
|
46.1K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.14K- 25.29% |
$116K - $134K
|
6.33K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.18K- 4.22% |
$117K - $136K
|
49.3K
$3.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.24K- 3.52% |
$121K - $140K
|
61.4K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.24K- 2.53% |
$121K - $140K
|
86.3K
$5.65M
|