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 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-3.9K- 16.96% |
$238K - $263K
|
19.1K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-3.95K- 44.89% |
$241K - $266K
|
4.85K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-4K- 20.0% |
$244K - $270K
|
16K
$982K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.06K- 9.3% |
$248K - $274K
|
39.6K
$2.43M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-4.07K- 17.88% |
$249K - $275K
|
18.7K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4.12K- 29.89% |
$251K - $277K
|
9.65K
$592K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-4.18K- 4.67% |
$255K - $282K
|
85.2K
$5.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.25K- 18.16% |
$259K - $287K
|
19.2K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.37K- 0.17% |
$266K - $294K
|
2.56M
$157M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-4.43K- 6.29% |
$270K - $299K
|
66K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.51K- 25.74% |
$275K - $304K
|
13K
$799K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-4.53K- 10.7% |
$276K - $305K
|
37.8K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4.58KClosed |
$280K - $309K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-4.6K- 36.24% |
$281K - $310K
|
8.09K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-4.62K- 2.15% |
$282K - $311K
|
210K
$12.9M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.63K- 2.04% |
$282K - $312K
|
222K
$13.6M
|
|
|
May 03, 2024
Q1 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-4.65K- 0.12% |
$284K - $314K
|
3.89M
$239M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-4.7K- 0.53% |
$287K - $317K
|
887K
$54.4M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.71K- 4.55% |
$288K - $318K
|
98.7K
$6.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.89K- 13.04% |
$298K - $329K
|
32.6K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.91K- 4.35% |
$299K - $331K
|
108K
$6.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.97K- 9.53% |
$303K - $335K
|
47.2K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.98K- 75.42% |
$304K - $336K
|
1.62K
$99.6K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5K- 1.19% |
$305K - $337K
|
414K
$25.4M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-5.04K- 14.71% |
$308K - $340K
|
29.2K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.11K- 15.74% |
$312K - $344K
|
27.3K
$1.68M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.13K- 4.31% |
$313K - $346K
|
114K
$6.98M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-5.18K- 2.32% |
$316K - $349K
|
218K
$13.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.27K- 3.23% |
$322K - $356K
|
158K
$9.68M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-5.29K- 3.88% |
$323K - $357K
|
131K
$8.04M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.14K- 1.21% |
$375K - $414K
|
502K
$30.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-6.22K- 47.29% |
$379K - $419K
|
6.93K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.25K- 3.53% |
$382K - $422K
|
171K
$10.5M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.49K- 1.3% |
$396K - $437K
|
494K
$30.3M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.67K- 59.87% |
$407K - $450K
|
4.47K
$274K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-6.76K- 12.12% |
$413K - $456K
|
49.1K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-6.88K- 24.4% |
$420K - $464K
|
21.3K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-7.01K- 2.03% |
$428K - $472K
|
338K
$20.7M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.13K- 2.33% |
$435K - $480K
|
298K
$18.3M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.23K- 1.4% |
$442K - $488K
|
508K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-7.45K- 28.15% |
$455K - $503K
|
19K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.52K- 6.51% |
$459K - $507K
|
108K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-8.23K- 4.36% |
$502K - $555K
|
181K
$11.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.26K- 66.11% |
$504K - $557K
|
4.23K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-8.41K- 6.26% |
$514K - $567K
|
126K
$7.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.5K- 6.14% |
$519K - $573K
|
130K
$7.97M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.53K- 11.99% |
$521K - $575K
|
62.6K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.55KClosed |
$522K - $577K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.76K- 69.09% |
$534K - $590K
|
3.92K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-9.02K- 17.87% |
$551K - $608K
|
41.5K
$2.55M
|