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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
133+ 0.91% |
$8.12K - $8.97K
|
14.8K
$908K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
128+ 1.01% |
$7.81K - $8.63K
|
12.8K
$787K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
123+ 0.43% |
$7.51K - $8.29K
|
28.6K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
120+ 1.27% |
$7.32K - $8.09K
|
9.59K
$588K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 0.5% |
$7.08K - $7.82K
|
23.4K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
115+ 157.53% |
$7.02K - $7.75K
|
188
$11.5K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.9K - $7.62K
|
113
$6.93K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 1.14% |
$6.84K - $7.55K
|
9.92K
$609K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
112+ 466.67% |
$6.84K - $7.55K
|
136
$8.34K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
112+ 0.3% |
$6.84K - $7.55K
|
37.6K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
110+ 189.66% |
$6.71K - $7.42K
|
168
$10.3K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
109+ 2.97% |
$6.65K - $7.35K
|
3.78K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
108+ 3.33% |
$6.59K - $7.28K
|
3.35K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
105+ 1.58% |
$6.41K - $7.08K
|
6.76K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
103+ 0.73% |
$6.29K - $6.94K
|
14.2K
$872K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
102+ 600.0% |
$6.23K - $6.88K
|
119
$7.3K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
102+ 1.3% |
$6.23K - $6.88K
|
7.93K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
101+ 0.11% |
$6.17K - $6.81K
|
89.6K
$5.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$6.1K - $6.74K
|
100
$6.14K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
99+ 1.0% |
$6.04K - $6.67K
|
10K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
97+ 41.28% |
$5.92K - $6.54K
|
332
$20.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
96New |
$5.86K - $6.47K
|
96
$5.89K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
94+ 6.12% |
$5.74K - $6.34K
|
1.63K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
94+ 0.39% |
$5.74K - $6.34K
|
24.2K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
93+ 0.71% |
$5.68K - $6.27K
|
13.2K
$811K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
89+ 1.78% |
$5.43K - $6K
|
5.09K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
88+ 0.98% |
$5.37K - $5.93K
|
9.1K
$558K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
86+ 2.37% |
$5.25K - $5.8K
|
3.71K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
85+ 5.68% |
$5.19K - $5.73K
|
1.58K
$97K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
83+ 23.78% |
$5.07K - $5.6K
|
432
$26.5K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
83New |
$5.07K - $5.6K
|
83
$5.09K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
80+ 1.49% |
$4.88K - $5.39K
|
5.45K
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
80+ 0.99% |
$4.88K - $5.39K
|
8.13K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
79New |
$4.82K - $5.33K
|
79
$4.85K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
75+ 3.2% |
$4.58K - $5.06K
|
2.42K
$148K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
71+ 0.53% |
$4.33K - $4.79K
|
13.6K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
68+ 1.04% |
$4.15K - $4.58K
|
6.59K
$404K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
67+ 1.59% |
$4.09K - $4.52K
|
4.27K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
66New |
$4.03K - $4.45K
|
66
$4.05K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
63+ 1.2% |
$3.85K - $4.25K
|
5.29K
$325K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
62+ 0.77% |
$3.78K - $4.18K
|
8.11K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
59+ 0.17% |
$3.6K - $3.98K
|
35.1K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
58+ 0.68% |
$3.54K - $3.91K
|
8.57K
$526K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56+ 1.26% |
$3.42K - $3.78K
|
4.5K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
BUY
|
- |
55+ 1.81% |
$3.36K - $3.71K
|
3.1K
$190K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
55+ 13.75% |
$3.36K - $3.71K
|
455
$27.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
54+ 0.85% |
$3.3K - $3.64K
|
6.38K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
47+ 0.02% |
$2.87K - $3.17K
|
265K
$16.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
46+ 0.94% |
$2.81K - $3.1K
|
4.92K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
45New |
$2.75K - $3.03K
|
45
$2.76K
|