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
|
Valley National Advisers Inc
|
SELL
|
- |
-283- 68.52% |
$17.3K - $19.1K
|
130
$7.98K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-283- 1.81% |
$17.3K - $19.1K
|
15.4K
$945K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-286- 3.88% |
$17.5K - $19.3K
|
7.08K
$434K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-292- 3.97% |
$17.8K - $19.7K
|
7.06K
$433K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-292- 0.46% |
$17.8K - $19.7K
|
62.8K
$3.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-300- 8.11% |
$18.3K - $20.2K
|
3.4K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-300- 1.51% |
$18.3K - $20.2K
|
19.5K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-302- 6.64% |
$18.4K - $20.4K
|
4.24K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-312- 3.03% |
$19K - $21K
|
9.97K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-313- 2.7% |
$19.1K - $21.1K
|
11.3K
$692K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-323- 5.96% |
$19.7K - $21.8K
|
5.1K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-338- 0.5% |
$20.6K - $22.8K
|
67.9K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-338- 21.38% |
$20.6K - $22.8K
|
1.24K
$76.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-341- 3.61% |
$20.8K - $23K
|
9.12K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-345- 9.36% |
$21.1K - $23.3K
|
3.34K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-347- 14.03% |
$21.2K - $23.4K
|
2.13K
$131K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-355- 1.11% |
$21.7K - $23.9K
|
31.5K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-362- 5.99% |
$22.1K - $24.4K
|
5.68K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-373- 8.31% |
$22.8K - $25.1K
|
4.12K
$253K
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-380- 7.64% |
$23.2K - $25.6K
|
4.6K
$282K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-395- 8.15% |
$24.1K - $26.6K
|
4.45K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-400- 13.73% |
$24.4K - $27K
|
2.51K
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-400- 11.43% |
$24.4K - $27K
|
3.1K
$190K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-400- 5.26% |
$24.4K - $27K
|
7.2K
$442K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-400- 7.65% |
$24.4K - $27K
|
4.83K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-400- 10.39% |
$24.4K - $27K
|
3.45K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-400- 50.0% |
$24.4K - $27K
|
400
$24.5K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-404- 3.56% |
$24.7K - $27.2K
|
11K
$672K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-404- 9.69% |
$24.7K - $27.2K
|
3.77K
$231K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-405- 2.03% |
$24.7K - $27.3K
|
19.6K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-420- 0.21% |
$25.6K - $28.3K
|
196K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-421- 6.85% |
$25.7K - $28.4K
|
5.73K
$351K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-424- 9.76% |
$25.9K - $28.6K
|
3.92K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-426- 1.73% |
$26K - $28.7K
|
24.3K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-429- 1.63% |
$26.2K - $28.9K
|
25.9K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-440- 5.65% |
$26.9K - $29.7K
|
7.35K
$451K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-440- 10.88% |
$26.9K - $29.7K
|
3.61K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-450- 7.44% |
$27.5K - $30.3K
|
5.6K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-454- 1.48% |
$27.7K - $30.6K
|
30.2K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-462- 7.19% |
$28.2K - $31.1K
|
5.97K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-468- 0.41% |
$28.6K - $31.6K
|
114K
$6.97M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-468- 2.05% |
$28.6K - $31.6K
|
22.3K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-469- 1.19% |
$28.6K - $31.6K
|
39K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-470- 0.03% |
$28.7K - $31.7K
|
1.83M
$113M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-479- 3.72% |
$29.2K - $32.3K
|
12.4K
$761K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-492- 50.0% |
$30K - $33.2K
|
492
$30.2K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-493- 4.58% |
$30.1K - $33.2K
|
10.3K
$630K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-500- 20.76% |
$30.5K - $33.7K
|
1.91K
$117K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500- 4.03% |
$30.5K - $33.7K
|
11.9K
$731K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 10.75% |
$30.5K - $33.7K
|
4.15K
$255K
|