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 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-811- 9.08% |
$49.5K - $54.7K
|
8.12K
$498K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-845- 14.67% |
$51.6K - $57K
|
4.92K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-850- 12.44% |
$51.9K - $57.3K
|
5.98K
$367K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-858- 10.83% |
$52.4K - $57.8K
|
7.06K
$433K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-865- 2.63% |
$52.8K - $58.3K
|
32K
$1.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-869- 1.38% |
$53K - $58.6K
|
62.1K
$3.81M
|
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-887- 5.91% |
$54.1K - $59.8K
|
14.1K
$867K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-892- 17.55% |
$54.4K - $60.1K
|
4.19K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-905- 19.81% |
$55.2K - $61K
|
3.66K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-906- 50.73% |
$55.3K - $61.1K
|
880
$54K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-927- 3.48% |
$56.6K - $62.5K
|
25.7K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-931- 5.73% |
$56.8K - $62.8K
|
15.3K
$939K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-933- 5.97% |
$57K - $62.9K
|
14.7K
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-939- 5.21% |
$57.3K - $63.3K
|
17.1K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-950- 5.72% |
$58K - $64K
|
15.7K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-959- 2.44% |
$58.5K - $64.7K
|
38.4K
$2.35M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-964- 1.03% |
$58.8K - $65K
|
93K
$5.71M
|
|
|
Apr 16, 2024
Q1 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-975- 10.25% |
$59.5K - $65.7K
|
8.54K
$524K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-984- 8.47% |
$60.1K - $66.3K
|
10.6K
$653K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1K- 15.38% |
$61K - $67.4K
|
5.5K
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1K- 16.67% |
$61K - $67.4K
|
5K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 5.46% |
$61K - $67.4K
|
17.3K
$1.06M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.03K- 26.43% |
$63K - $69.6K
|
2.87K
$176K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.11K- 9.09% |
$67.5K - $74.6K
|
11.1K
$679K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.14K- 5.54% |
$69.4K - $76.7K
|
19.4K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.14K- 0.08% |
$69.8K - $77.1K
|
1.43M
$88M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.15K- 0.45% |
$70K - $77.3K
|
255K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 14.25% |
$73.5K - $81.2K
|
7.25K
$445K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 6.57% |
$73.9K - $81.6K
|
17.2K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.22K- 5.5% |
$74.5K - $82.3K
|
20.9K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.22K- 6.95% |
$74.5K - $82.3K
|
16.3K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.23K- 15.52% |
$74.8K - $82.7K
|
6.68K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.25K- 17.74% |
$76.5K - $84.5K
|
5.81K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.27K- 2.04% |
$77.2K - $85.3K
|
60.8K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.27K- 7.01% |
$77.4K - $85.5K
|
16.8K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.29K- 4.99% |
$78.6K - $86.8K
|
24.5K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 16.81% |
$78.8K - $87K
|
6.39K
$392K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.33K- 2.65% |
$81.4K - $89.9K
|
48.9K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.33K- 6.96% |
$81.4K - $89.9K
|
17.8K
$1.09M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.38K- 2.5% |
$84.2K - $93K
|
53.8K
$3.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.38K- 11.03% |
$84.2K - $93K
|
11.1K
$683K
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.38K- 1.41% |
$84.4K - $93.2K
|
96.7K
$5.93M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.4K- 0.45% |
$85.4K - $94.3K
|
311K
$19.1M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.45K- 12.7% |
$88.5K - $97.8K
|
9.97K
$611K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.45K- 3.58% |
$88.6K - $97.9K
|
39.1K
$2.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.46K- 23.92% |
$88.8K - $98.1K
|
4.63K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.47K- 27.41% |
$89.4K - $98.8K
|
3.88K
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.5K- 1.82% |
$91.7K - $101K
|
81.1K
$4.98M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.53K- 0.64% |
$93.4K - $103K
|
239K
$14.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.56K- 2.42% |
$95.1K - $105K
|
62.8K
$3.85M
|