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 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-127- 3.39% |
$7.75K - $8.56K
|
3.62K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-129- 1.46% |
$7.87K - $8.7K
|
8.73K
$536K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-129- 0.77% |
$7.87K - $8.7K
|
16.5K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-131- 3.74% |
$8K - $8.83K
|
3.37K
$207K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-149- 1.84% |
$9.09K - $10K
|
7.96K
$488K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 6.7% |
$9.16K - $10.1K
|
2.09K
$128K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-151- 30.02% |
$9.22K - $10.2K
|
352
$21.6K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-151- 3.14% |
$9.22K - $10.2K
|
4.66K
$286K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-155- 14.79% |
$9.46K - $10.5K
|
893
$54.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-157- 0.78% |
$9.58K - $10.6K
|
20K
$1.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-157- 3.18% |
$9.58K - $10.6K
|
4.78K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-159- 2.47% |
$9.71K - $10.7K
|
6.29K
$386K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-175- 12.6% |
$10.7K - $11.8K
|
1.21K
$74.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-177- 4.08% |
$10.8K - $11.9K
|
4.17K
$256K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-178- 1.09% |
$10.9K - $12K
|
16.1K
$989K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-182- 4.43% |
$11.1K - $12.3K
|
3.92K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-187- 1.83% |
$11.4K - $12.6K
|
10K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-188- 0.52% |
$11.5K - $12.7K
|
36.1K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-191- 4.75% |
$11.7K - $12.9K
|
3.83K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-191- 4.16% |
$11.7K - $12.9K
|
4.4K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-193- 2.47% |
$11.8K - $13K
|
7.62K
$468K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-195- 4.52% |
$11.9K - $13.1K
|
4.12K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-200- 6.04% |
$12.2K - $13.5K
|
3.11K
$191K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-200- 1.84% |
$12.2K - $13.5K
|
10.7K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-200- 49.38% |
$12.2K - $13.5K
|
205
$12.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-207- 64.09% |
$12.6K - $14K
|
116
$7.12K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-208- 2.81% |
$12.7K - $14K
|
7.19K
$441K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-210- 0.2% |
$12.8K - $14.2K
|
105K
$6.45M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-210- 4.77% |
$12.8K - $14.2K
|
4.2K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-211- 2.08% |
$12.9K - $14.2K
|
9.95K
$611K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-212- 2.79% |
$12.9K - $14.3K
|
7.39K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-215- 1.48% |
$13.1K - $14.5K
|
14.3K
$876K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-225- 7.2% |
$13.7K - $15.2K
|
2.9K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-225- 4.93% |
$13.7K - $15.2K
|
4.34K
$266K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-226- 3.93% |
$13.8K - $15.2K
|
5.52K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-228- 3.27% |
$13.9K - $15.4K
|
6.75K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-233- 3.86% |
$14.2K - $15.7K
|
5.8K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-243- 32.93% |
$14.8K - $16.4K
|
495
$30.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-247- 38.18% |
$15.1K - $16.7K
|
400
$24.5K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-251- 2.33% |
$15.3K - $16.9K
|
10.5K
$645K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-251- 4.28% |
$15.3K - $16.9K
|
5.61K
$344K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-256- 5.94% |
$15.6K - $17.3K
|
4.05K
$249K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-257- 0.55% |
$15.7K - $17.3K
|
46.5K
$2.85M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-267- 3.38% |
$16.3K - $18K
|
7.62K
$468K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-268- 72.83% |
$16.4K - $18.1K
|
100
$6.14K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-272- 5.81% |
$16.6K - $18.3K
|
4.41K
$270K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-275- 4.31% |
$16.8K - $18.5K
|
6.11K
$375K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-277- 7.88% |
$16.9K - $18.7K
|
3.24K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-278- 6.53% |
$17K - $18.7K
|
3.98K
$244K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-280- 3.62% |
$17.1K - $18.9K
|
7.47K
$458K
|