Purchases and Sales Made in Q1 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q1 2024. 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 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
267+ 2.85% |
$16.3K - $18K
|
9.64K
$591K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
266+ 2.15% |
$16.2K - $17.9K
|
12.6K
$775K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
258New |
$15.7K - $17.4K
|
258
$15.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
255+ 0.46% |
$15.6K - $17.2K
|
55.2K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
255+ 3.11% |
$15.6K - $17.2K
|
8.46K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
248+ 2.66% |
$15.1K - $16.7K
|
9.56K
$586K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
248+ 2.12% |
$15.1K - $16.7K
|
12K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
241+ 2.53% |
$14.7K - $16.2K
|
9.75K
$599K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
239+ 4.95% |
$14.6K - $16.1K
|
5.06K
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
239+ 2.41% |
$14.6K - $16.1K
|
10.2K
$624K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
236+ 3.21% |
$14.4K - $15.9K
|
7.58K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
236+ 1.36% |
$14.4K - $15.9K
|
17.6K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
230+ 0.75% |
$14K - $15.5K
|
30.7K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
227+ 8.98% |
$13.9K - $15.3K
|
2.76K
$169K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
224+ 6.48% |
$13.7K - $15.1K
|
3.68K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
220+ 2.24% |
$13.4K - $14.8K
|
10K
$615K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
217+ 20.36% |
$13.2K - $14.6K
|
1.28K
$78.7K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
217+ 0.58% |
$13.2K - $14.6K
|
37.9K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
215+ 4.47% |
$13.1K - $14.5K
|
5.02K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
211New |
$12.9K - $14.2K
|
211
$12.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
207+ 6.13% |
$12.6K - $14K
|
3.58K
$220K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
207+ 6.61% |
$12.6K - $14K
|
3.34K
$205K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
207New |
$12.6K - $14K
|
207
$12.7K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
207+ 0.99% |
$12.6K - $14K
|
21.1K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$12.2K - $13.5K
|
200
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
200New |
$12.2K - $13.5K
|
200
$12.3K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
194+ 2.5% |
$11.8K - $13.1K
|
7.94K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
191+ 4.65% |
$11.7K - $12.9K
|
4.3K
$264K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
191+ 2.08% |
$11.7K - $12.9K
|
9.37K
$575K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
190New |
$11.6K - $12.8K
|
190
$11.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
189+ 0.48% |
$11.5K - $12.7K
|
39.3K
$2.41M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
185+ 1.88% |
$11.3K - $12.5K
|
10K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
182+ 4.19% |
$11.1K - $12.3K
|
4.53K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
180+ 3.92% |
$11K - $12.1K
|
4.77K
$293K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
177+ 1.23% |
$10.8K - $11.9K
|
14.6K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
177+ 3.09% |
$10.8K - $11.9K
|
5.91K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
174+ 2.04% |
$10.6K - $11.7K
|
8.71K
$535K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
173New |
$10.6K - $11.7K
|
173
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
168+ 1.47% |
$10.3K - $11.3K
|
11.6K
$712K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
167+ 2.51% |
$10.2K - $11.3K
|
6.82K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
167+ 3.0% |
$10.2K - $11.3K
|
5.73K
$352K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
166+ 4.42% |
$10.1K - $11.2K
|
3.92K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
161+ 220.55% |
$9.83K - $10.9K
|
234
$14.4K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
153+ 0.58% |
$9.34K - $10.3K
|
26.7K
$1.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
150+ 3.68% |
$9.16K - $10.1K
|
4.22K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
149New |
$9.09K - $10K
|
149
$9.14K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
142+ 0.61% |
$8.67K - $9.57K
|
23.4K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
141+ 2.67% |
$8.61K - $9.51K
|
5.42K
$333K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
139+ 4.38% |
$8.48K - $9.37K
|
3.32K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
138+ 1.51% |
$8.42K - $9.3K
|
9.28K
$569K
|