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 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.26K- 66.11% |
$504K - $557K
|
4.23K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-8.41K- 6.26% |
$514K - $567K
|
126K
$8.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.5K- 6.14% |
$519K - $573K
|
130K
$8.46M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.53K- 11.99% |
$521K - $575K
|
62.6K
$4.08M
|
|
|
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
$255K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-9.02K- 17.87% |
$551K - $608K
|
41.5K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.18K- 30.46% |
$561K - $619K
|
21K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-9.34K- 16.93% |
$570K - $629K
|
45.8K
$2.98M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9.64K- 23.43% |
$588K - $650K
|
31.5K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.67K- 12.03% |
$590K - $652K
|
70.7K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 2.98% |
$620K - $685K
|
330K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-10.3K- 27.65% |
$631K - $697K
|
27K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.4K- 17.68% |
$635K - $701K
|
48.4K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 22.71% |
$635K - $702K
|
35.4K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.5K- 5.66% |
$644K - $711K
|
176K
$11.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-10.7K- 74.27% |
$655K - $723K
|
3.72K
$242K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-10.8K- 18.79% |
$660K - $729K
|
46.8K
$3.05M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.6K- 24.55% |
$710K - $784K
|
35.8K
$2.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-12.3K- 40.73% |
$752K - $831K
|
17.9K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.6K- 44.79% |
$770K - $851K
|
15.6K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 22.3% |
$775K - $856K
|
44.3K
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
- |
-13K- 28.71% |
$793K - $876K
|
32.3K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.4K- 3.09% |
$821K - $906K
|
422K
$27.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.5K- 8.59% |
$887K - $980K
|
155K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15K- 53.9% |
$913K - $1.01M
|
12.8K
$834K
|
|
|
May 10, 2024
Q1 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-15K- 4.03% |
$916K - $1.01M
|
357K
$23.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-16.9K- 3.12% |
$1.03M - $1.14M
|
525K
$34.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-16.9K- 76.43% |
$1.03M - $1.14M
|
5.21K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-17.3K- 26.9% |
$1.06M - $1.17M
|
47.1K
$3.07M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19.4K- 81.05% |
$1.18M - $1.31M
|
4.54K
$296K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-21.9K- 81.38% |
$1.34M - $1.48M
|
5.01K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-22.4K- 52.19% |
$1.37M - $1.51M
|
20.5K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.3K- 47.83% |
$1.42M - $1.57M
|
25.5K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.1K- 69.31% |
$1.47M - $1.63M
|
10.7K
$697K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-25.6K- 42.38% |
$1.56M - $1.72M
|
34.8K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-26K- 2.3% |
$1.59M - $1.75M
|
1.1M
$71.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26K- 17.95% |
$1.59M - $1.75M
|
119K
$7.74M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.4K- 3.96% |
$1.67M - $1.85M
|
664K
$43.3M
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-27.6K- 12.91% |
$1.69M - $1.86M
|
186K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.2K- 44.74% |
$1.72M - $1.9M
|
34.8K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-29.3K- 10.53% |
$1.79M - $1.97M
|
248K
$16.2M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-31.2K- 61.2% |
$1.91M - $2.11M
|
19.8K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-32.4K- 2.38% |
$1.98M - $2.18M
|
1.33M
$86.6M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-34K- 10.71% |
$2.07M - $2.29M
|
283K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.3K- 2.87% |
$2.52M - $2.79M
|
1.4M
$91.3M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-42.6K- 39.74% |
$2.6M - $2.87M
|
64.5K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-46.3K- 10.92% |
$2.83M - $3.12M
|
378K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-47.3K- 3.55% |
$2.89M - $3.19M
|
1.29M
$83.8M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-47.8K- 98.5% |
$2.92M - $3.22M
|
726
$47.3K
|