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 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.58K- 0.88% |
$96.2K - $106K
|
178K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.6K- 7.96% |
$97.4K - $108K
|
18.5K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.65K- 38.3% |
$101K - $111K
|
2.66K
$163K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-1.66K- 2.65% |
$101K - $112K
|
60.9K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 11.03% |
$101K - $112K
|
13.4K
$822K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.71K- 10.01% |
$105K - $115K
|
15.4K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-1.75K- 19.83% |
$107K - $118K
|
7.07K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.78K- 31.12% |
$109K - $120K
|
3.94K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.79K- 2.07% |
$109K - $121K
|
84.7K
$5.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.8K- 3.1% |
$110K - $121K
|
56.2K
$3.45M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.82K- 25.27% |
$111K - $123K
|
5.37K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.88K- 9.93% |
$115K - $127K
|
17K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.9K- 1.43% |
$116K - $128K
|
131K
$8.02M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.92K- 54.38% |
$117K - $129K
|
1.61K
$98.9K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.96K- 12.29% |
$120K - $132K
|
14K
$858K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2K- 15.24% |
$122K - $135K
|
11.1K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2K- 4.7% |
$122K - $135K
|
40.5K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.02K- 1.1% |
$123K - $136K
|
182K
$11.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 37.3% |
$124K - $137K
|
3.41K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.04K- 2.55% |
$124K - $137K
|
77.8K
$4.78M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.07K- 2.24% |
$126K - $139K
|
90K
$5.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.11K- 1.95% |
$128K - $142K
|
106K
$6.49M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.11K- 16.22% |
$129K - $142K
|
10.9K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.12K- 6.63% |
$129K - $143K
|
29.8K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.12K- 8.49% |
$129K - $143K
|
22.8K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.15K- 12.1% |
$131K - $145K
|
15.6K
$956K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2.2K- 4.64% |
$134K - $148K
|
45.3K
$2.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.28K- 9.72% |
$139K - $154K
|
21.2K
$1.3M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.42K- 6.22% |
$147K - $163K
|
36.4K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-2.43K- 3.57% |
$148K - $164K
|
65.6K
$4.02M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.44K- 38.5% |
$149K - $164K
|
3.89K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.47K- 16.44% |
$150K - $166K
|
12.5K
$769K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.48K- 11.45% |
$152K - $167K
|
19.2K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.5K- 26.24% |
$153K - $169K
|
7.03K
$431K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.5K- 22.48% |
$153K - $169K
|
8.63K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.51K- 3.12% |
$153K - $169K
|
78K
$4.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2.59K- 20.96% |
$158K - $174K
|
9.76K
$599K
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.8K- 3.28% |
$171K - $189K
|
82.6K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.97K- 43.6% |
$181K - $200K
|
3.85K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.98K- 0.84% |
$182K - $201K
|
351K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.21K- 22.82% |
$196K - $216K
|
10.9K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.31K- 5.44% |
$202K - $223K
|
57.5K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.31K- 1.91% |
$202K - $223K
|
170K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.47K- 16.57% |
$212K - $234K
|
17.5K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-3.5K- 24.56% |
$214K - $236K
|
10.8K
$660K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.61K- 37.08% |
$221K - $244K
|
6.13K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.65K- 9.13% |
$223K - $246K
|
36.3K
$2.23M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.65K- 9.13% |
$223K - $246K
|
36.3K
$2.23M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.72K- 11.2% |
$227K - $251K
|
29.5K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.84K- 7.37% |
$235K - $259K
|
48.3K
$2.96M
|