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 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 70.75% |
$121K - $141K
|
930
$60.9K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.26K- 22.05% |
$122K - $141K
|
7.98K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.26K- 1.67% |
$122K - $142K
|
134K
$8.75M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.28K- 2.14% |
$123K - $142K
|
104K
$6.83M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-2.31K- 1.83% |
$125K - $145K
|
124K
$8.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.33K- 26.18% |
$126K - $146K
|
6.57K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.45K- 34.11% |
$132K - $153K
|
4.73K
$310K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.52K- 5.19% |
$136K - $158K
|
46.1K
$3.02M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.53K- 6.55% |
$137K - $159K
|
36.2K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.64K- 3.32% |
$142K - $165K
|
76.9K
$5.03M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.65K- 40.94% |
$143K - $166K
|
3.82K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-2.69K- 2.19% |
$145K - $168K
|
120K
$7.88M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.71K- 15.03% |
$146K - $170K
|
15.3K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.74K- 36.94% |
$148K - $172K
|
4.68K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.9K- 16.81% |
$157K - $182K
|
14.4K
$940K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3K- 4.88% |
$162K - $188K
|
58.5K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-3K- 43.48% |
$162K - $188K
|
3.9K
$255K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.09K- 16.88% |
$166K - $193K
|
15.2K
$994K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.1K- 44.01% |
$167K - $194K
|
3.94K
$258K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-3.11K- 7.55% |
$168K - $195K
|
38.1K
$2.5M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.15K- 18.68% |
$170K - $197K
|
13.7K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.16K- 17.89% |
$170K - $197K
|
14.5K
$948K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.23K- 35.12% |
$174K - $202K
|
5.98K
$391K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.42K- 0.87% |
$184K - $214K
|
391K
$25.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.44K- 50.36% |
$186K - $215K
|
3.39K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-3.48K- 0.37% |
$187K - $217K
|
941K
$61.6M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3.54KClosed |
$191K - $221K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.6K- 44.02% |
$194K - $225K
|
4.58K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.65K- 1.31% |
$197K - $228K
|
275K
$18M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.67K- 14.98% |
$198K - $230K
|
20.8K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.68K- 6.12% |
$198K - $230K
|
56.4K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.69K- 5.97% |
$199K - $231K
|
58K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.72K- 16.01% |
$201K - $233K
|
19.5K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.74K- 1.83% |
$202K - $234K
|
201K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.84K- 5.13% |
$207K - $240K
|
71K
$4.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4K- 40.58% |
$216K - $250K
|
5.86K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.01K- 12.85% |
$216K - $251K
|
27.2K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.12KClosed |
$222K - $258K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.22K- 28.89% |
$227K - $264K
|
10.4K
$679K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-4.35K- 60.0% |
$235K - $272K
|
2.9K
$190K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.51K- 19.67% |
$243K - $282K
|
18.4K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-4.86K- 99.92% |
$262K - $304K
|
4
$262
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.92K- 21.64% |
$266K - $308K
|
17.8K
$1.17M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.95K- 8.92% |
$267K - $309K
|
50.5K
$3.31M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.95K- 5.33% |
$267K - $310K
|
87.8K
$5.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.01K- 25.55% |
$270K - $313K
|
14.6K
$955K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.06K- 11.24% |
$273K - $317K
|
39.9K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-5.1K- 15.93% |
$275K - $319K
|
26.9K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.21K- 1.95% |
$281K - $326K
|
262K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.38K- 8.0% |
$290K - $337K
|
61.9K
$4.05M
|