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 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.47% |
$2.2K - $2.43K
|
7.58K
$465K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-40- 0.93% |
$2.44K - $2.7K
|
4.26K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-44- 0.58% |
$2.69K - $2.97K
|
7.56K
$464K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-45- 0.22% |
$2.75K - $3.03K
|
20.2K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-46- 1.19% |
$2.81K - $3.1K
|
3.82K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-47- 0.39% |
$2.87K - $3.17K
|
12K
$735K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-48- 0.05% |
$2.93K - $3.24K
|
105K
$6.43M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-48- 0.48% |
$2.93K - $3.24K
|
9.98K
$612K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 0.72% |
$3.05K - $3.37K
|
6.91K
$424K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 1.22% |
$3.05K - $3.37K
|
4.04K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 14.88% |
$3.05K - $3.37K
|
286
$17.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.28% |
$3.05K - $3.37K
|
17.9K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-50- 1.59% |
$3.05K - $3.37K
|
3.1K
$190K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-51- 4.7% |
$3.11K - $3.44K
|
1.03K
$63.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-51- 3.35% |
$3.11K - $3.44K
|
1.47K
$90.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51- 2.6% |
$3.11K - $3.44K
|
1.91K
$117K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-54- 1.33% |
$3.3K - $3.64K
|
4.01K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-54- 12.05% |
$3.3K - $3.64K
|
394
$24.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-55- 1.53% |
$3.36K - $3.71K
|
3.54K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-56- 18.3% |
$3.42K - $3.78K
|
250
$15.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-60- 7.23% |
$3.66K - $4.05K
|
770
$47.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-61- 0.54% |
$3.72K - $4.11K
|
11.1K
$684K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-65- 0.86% |
$3.97K - $4.38K
|
7.46K
$458K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-65- 7.83% |
$3.97K - $4.38K
|
765
$46.9K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-69- 1.68% |
$4.21K - $4.65K
|
4.05K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-75- 52.45% |
$4.58K - $5.06K
|
68
$4.17K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-76- 1.09% |
$4.64K - $5.12K
|
6.89K
$423K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-79- 1.23% |
$4.82K - $5.33K
|
6.32K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-82- 0.85% |
$5.01K - $5.53K
|
9.55K
$586K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-83- 1.04% |
$5.07K - $5.6K
|
7.87K
$483K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-86- 0.72% |
$5.25K - $5.8K
|
11.9K
$732K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-89- 1.4% |
$5.43K - $6K
|
6.27K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-90- 4.24% |
$5.49K - $6.07K
|
2.04K
$125K
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-100- 1.26% |
$6.1K - $6.74K
|
7.85K
$482K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 0.08% |
$6.1K - $6.74K
|
128K
$7.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 0.44% |
$6.1K - $6.74K
|
22.5K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-100- 2.02% |
$6.1K - $6.74K
|
4.86K
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-100- 2.41% |
$6.1K - $6.74K
|
4.06K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 50.0% |
$6.1K - $6.74K
|
100
$6.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-103- 0.96% |
$6.29K - $6.94K
|
10.6K
$653K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-103- 2.18% |
$6.29K - $6.94K
|
4.62K
$283K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-104- 8.41% |
$6.35K - $7.01K
|
1.13K
$69.5K
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-104- 3.2% |
$6.35K - $7.01K
|
3.15K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-105- 2.32% |
$6.41K - $7.08K
|
4.42K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-107- 3.11% |
$6.53K - $7.21K
|
3.34K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-110- 1.11% |
$6.71K - $7.42K
|
9.79K
$600K
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-118- 0.37% |
$7.2K - $7.96K
|
31.6K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-119- 50.64% |
$7.26K - $8.02K
|
116
$7.12K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-120- 1.02% |
$7.32K - $8.09K
|
11.6K
$714K
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-124- 2.61% |
$7.57K - $8.36K
|
4.63K
$284K
|