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 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
47+ 0.02% |
$2.87K - $3.17K
|
265K
$17.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
46+ 0.94% |
$2.81K - $3.1K
|
4.92K
$321K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
45New |
$2.75K - $3.03K
|
45
$2.93K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45+ 0.34% |
$2.75K - $3.03K
|
13.2K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
44+ 0.03% |
$2.69K - $2.97K
|
130K
$8.5M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
44+ 0.72% |
$2.69K - $2.97K
|
6.16K
$401K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
43+ 1.47% |
$2.62K - $2.9K
|
2.97K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
42+ 0.26% |
$2.56K - $2.83K
|
16.4K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$2.56K - $2.83K
|
42
$2.74K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
40+ 0.67% |
$2.44K - $2.7K
|
6.02K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
39+ 2.69% |
$2.38K - $2.63K
|
1.49K
$97K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 1.0% |
$2.38K - $2.63K
|
3.92K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37+ 0.1% |
$2.26K - $2.49K
|
36K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
37+ 0.4% |
$2.26K - $2.49K
|
9.25K
$603K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36+ 2.52% |
$2.2K - $2.43K
|
1.46K
$95.3K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
35+ 0.56% |
$2.14K - $2.36K
|
6.26K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 0.52% |
$2.08K - $2.29K
|
6.63K
$432K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32+ 0.33% |
$1.95K - $2.16K
|
9.71K
$633K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
32+ 1.01% |
$1.95K - $2.16K
|
3.2K
$208K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31+ 0.5% |
$1.89K - $2.09K
|
6.23K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
30New |
$1.83K - $2.02K
|
30
$1.96K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
29+ 0.3% |
$1.77K - $1.96K
|
9.7K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
29+ 0.08% |
$1.77K - $1.96K
|
38K
$2.48M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
29+ 0.13% |
$1.77K - $1.96K
|
21.7K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
28+ 0.63% |
$1.71K - $1.89K
|
4.5K
$293K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
27+ 5.51% |
$1.65K - $1.82K
|
517
$33.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
27+ 0.16% |
$1.65K - $1.82K
|
16.8K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
26+ 0.33% |
$1.59K - $1.75K
|
7.82K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
25+ 0.39% |
$1.53K - $1.69K
|
6.49K
$423K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
25+ 0.24% |
$1.53K - $1.69K
|
10.6K
$688K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$1.4K - $1.55K
|
23
$1.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.27% |
$1.34K - $1.48K
|
8.28K
$539K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 1.41% |
$1.28K - $1.42K
|
1.51K
$98.3K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
21+ 0.48% |
$1.28K - $1.42K
|
4.44K
$289K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
20+ 0.32% |
$1.22K - $1.35K
|
6.37K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20+ 0.15% |
$1.22K - $1.35K
|
13.8K
$897K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.13% |
$1.1K - $1.21K
|
13.6K
$886K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.15% |
$1.1K - $1.21K
|
11.7K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
18+ 0.23% |
$1.1K - $1.21K
|
7.79K
$508K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
17+ 0.45% |
$1.04K - $1.15K
|
3.83K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
17+ 0.36% |
$1.04K - $1.15K
|
4.81K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
16+ 0.25% |
$977 - $1.08K
|
6.31K
$411K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 6.47% |
$916 - $1.01K
|
247
$16.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 1.08% |
$916 - $1.01K
|
1.41K
$91.8K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 1.04% |
$916 - $1.01K
|
1.46K
$95.3K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
15+ 0.05% |
$916 - $1.01K
|
30.2K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12+ 0.08% |
$732 - $809
|
14.7K
$959K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
12+ 0.17% |
$732 - $809
|
7.13K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
11+ 0.36% |
$671 - $742
|
3.09K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
11+ 0.09% |
$671 - $742
|
11.8K
$771K
|