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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
706+ 1.16% |
$38.1K - $44.2K
|
61.8K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
686+ 9.71% |
$37K - $42.9K
|
7.75K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
680+ 2.51% |
$36.7K - $42.6K
|
27.7K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
673+ 6.86% |
$36.3K - $42.1K
|
10.5K
$686K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
651+ 4.76% |
$35.1K - $40.7K
|
14.3K
$938K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
640+ 2.1% |
$34.5K - $40.1K
|
31.1K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
614New |
$33.1K - $38.4K
|
614
$40.2K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
601+ 3.89% |
$32.4K - $37.6K
|
16K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
591+ 5.21% |
$31.9K - $37K
|
11.9K
$781K
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
574+ 2.67% |
$31K - $35.9K
|
22.1K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
561New |
$30.3K - $35.1K
|
561
$36.7K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
560New |
$30.2K - $35K
|
560
$36.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
558+ 5.88% |
$30.1K - $34.9K
|
10K
$658K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
557+ 3.56% |
$30.1K - $34.9K
|
16.2K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
551New |
$29.7K - $34.5K
|
551
$36.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
550+ 9.43% |
$29.7K - $34.4K
|
6.39K
$418K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
540+ 2.95% |
$29.1K - $33.8K
|
18.9K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
530+ 2.71% |
$28.6K - $33.2K
|
20.1K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
512+ 8.6% |
$27.6K - $32K
|
6.47K
$423K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
489+ 7.68% |
$26.4K - $30.6K
|
6.86K
$449K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
476+ 8.38% |
$25.7K - $29.8K
|
6.16K
$403K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
468+ 1.82% |
$25.2K - $29.3K
|
26.2K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
450+ 5.81% |
$24.3K - $28.2K
|
8.2K
$537K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
446+ 1.5% |
$24.1K - $27.9K
|
30.1K
$1.97M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
438+ 10.51% |
$23.6K - $27.4K
|
4.61K
$302K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
434New |
$23.4K - $27.2K
|
434
$28.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
423+ 58.26% |
$22.8K - $26.5K
|
1.15K
$75.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
417+ 5.78% |
$22.5K - $26.1K
|
7.63K
$499K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
416+ 1.33% |
$22.4K - $26K
|
31.7K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
412+ 0.83% |
$22.2K - $25.8K
|
50.3K
$3.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
395+ 8.68% |
$21.3K - $24.7K
|
4.94K
$324K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
394+ 0.78% |
$21.3K - $24.7K
|
50.9K
$3.33M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
381+ 4.33% |
$20.6K - $23.8K
|
9.18K
$601K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
380+ 14.33% |
$20.5K - $23.8K
|
3.03K
$198K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
375+ 2.9% |
$20.2K - $23.5K
|
13.3K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
369+ 4.31% |
$19.9K - $23.1K
|
8.93K
$585K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
368+ 5.63% |
$19.9K - $23K
|
6.91K
$452K
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
363+ 0.35% |
$19.6K - $22.7K
|
103K
$6.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
352+ 7.61% |
$19K - $22K
|
4.98K
$326K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
346+ 7.21% |
$18.7K - $21.7K
|
5.14K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
333+ 1.87% |
$18K - $20.8K
|
18.1K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
319+ 8.7% |
$17.2K - $20K
|
3.99K
$261K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
317New |
$17.1K - $19.8K
|
317
$20.8K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
313+ 1.73% |
$16.9K - $19.6K
|
18.4K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
313+ 2.32% |
$16.9K - $19.6K
|
13.8K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
306New |
$16.5K - $19.1K
|
306
$20K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
304New |
$16.4K - $19K
|
304
$19.9K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
302+ 0.91% |
$16.3K - $18.9K
|
33.5K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300+ 40.0% |
$16.2K - $18.8K
|
1.05K
$68.7K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
300+ 39.16% |
$16.2K - $18.8K
|
1.07K
$69.8K
|