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
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.26K+ 5.77% |
$68K - $78.9K
|
23.1K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.26K+ 8.22% |
$67.9K - $78.8K
|
16.6K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.25K+ 1.34% |
$67.2K - $78K
|
94.6K
$6.19M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.24K+ 17.7% |
$67K - $77.7K
|
8.25K
$540K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 22.9% |
$66K - $76.6K
|
6.57K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.21K+ 18.55% |
$65.4K - $75.9K
|
7.75K
$508K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.18K+ 842.14% |
$63.6K - $73.8K
|
1.32K
$86.4K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.17K+ 5.62% |
$63.3K - $73.4K
|
22K
$1.44M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.15KNew |
$62K - $72K
|
1.15K
$75.3K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.14KNew |
$61.6K - $71.4K
|
1.14K
$74.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.14K+ 10.22% |
$61.2K - $71K
|
12.2K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.13K+ 8.0% |
$61K - $70.7K
|
15.3K
$999K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.11K+ 5.54% |
$59.8K - $69.4K
|
21.1K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 22.6% |
$59.6K - $69.1K
|
5.99K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 4.26% |
$58.1K - $67.3K
|
26.3K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.02K+ 6.12% |
$55.1K - $63.9K
|
17.7K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
1K+ 16.01% |
$54K - $62.6K
|
7.25K
$474K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
989+ 4.89% |
$53.4K - $61.9K
|
21.2K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
989+ 4.89% |
$53.4K - $61.9K
|
21.2K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
980+ 21.23% |
$52.9K - $61.3K
|
5.6K
$366K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
974+ 4.89% |
$52.5K - $61K
|
20.9K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
957+ 2.3% |
$51.6K - $59.9K
|
42.6K
$2.79M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
942+ 261.67% |
$50.8K - $59K
|
1.3K
$85.2K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
940+ 15.67% |
$50.7K - $58.8K
|
6.94K
$454K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
937+ 60.8% |
$50.6K - $58.6K
|
2.48K
$162K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
924+ 0.9% |
$49.8K - $57.8K
|
103K
$6.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
900+ 1.22% |
$48.6K - $56.3K
|
74.6K
$4.88M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
897+ 26.51% |
$48.4K - $56.1K
|
4.28K
$280K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
887+ 5.47% |
$47.9K - $55.5K
|
17.1K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
878+ 10.9% |
$47.4K - $54.9K
|
8.93K
$585K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
874+ 10.09% |
$47.2K - $54.7K
|
9.53K
$624K
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
865+ 5.58% |
$46.7K - $54.1K
|
16.4K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
848+ 0.97% |
$45.7K - $53.1K
|
87.8K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
846+ 8.37% |
$45.6K - $52.9K
|
11K
$717K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
838+ 26.08% |
$45.2K - $52.4K
|
4.05K
$265K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
838+ 9.69% |
$45.2K - $52.4K
|
9.48K
$621K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
819+ 2.05% |
$44.2K - $51.3K
|
40.8K
$2.67M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
810+ 7.93% |
$43.7K - $50.7K
|
11K
$722K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
809+ 2.77% |
$43.6K - $50.6K
|
30K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
787+ 0.65% |
$42.5K - $49.3K
|
122K
$8.02M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
783+ 0.31% |
$42.2K - $49K
|
255K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
776+ 7.55% |
$41.9K - $48.6K
|
11.1K
$724K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
774+ 22.0% |
$41.8K - $48.4K
|
4.29K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
771+ 3.03% |
$41.6K - $48.2K
|
26.2K
$1.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
761+ 13.49% |
$41.1K - $47.6K
|
6.4K
$419K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
750New |
$40.5K - $46.9K
|
750
$49.1K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
747+ 0.23% |
$40.3K - $46.7K
|
323K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
719+ 12.22% |
$38.8K - $45K
|
6.6K
$432K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
716+ 1.91% |
$38.6K - $44.8K
|
38.3K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
712+ 4.09% |
$38.4K - $44.6K
|
18.1K
$1.19M
|