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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
20.6KNew |
$1.26M - $1.39M
|
20.6K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
19.9K+ 9.83% |
$1.22M - $1.34M
|
223K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.8K+ 0.94% |
$1.21M - $1.33M
|
2.11M
$138M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18.8KNew |
$1.15M - $1.27M
|
18.8K
$1.23M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18.8KNew |
$1.15M - $1.27M
|
18.8K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18.7K+ 41.15% |
$1.14M - $1.26M
|
64.1K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.4K+ 0.68% |
$1.12M - $1.24M
|
2.71M
$177M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.1K+ 7.39% |
$1.1M - $1.22M
|
263K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18K+ 17.75% |
$1.1M - $1.21M
|
119K
$7.78M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
17.3KNew |
$1.06M - $1.17M
|
17.3K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.7K+ 7.21% |
$961K - $1.06M
|
234K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
15.3KNew |
$933K - $1.03M
|
15.3K
$996K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.2KNew |
$928K - $1.03M
|
15.2K
$991K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15K+ 150.2% |
$916K - $1.01M
|
25K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
15K+ 8.11% |
$916K - $1.01M
|
200K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
14.9K+ 87.45% |
$909K - $1M
|
31.9K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14.2KNew |
$867K - $957K
|
14.2K
$925K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
14K+ 103.55% |
$855K - $944K
|
27.5K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14K+ 4.91% |
$853K - $942K
|
299K
$19.5M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.9K+ 0.06% |
$850K - $939K
|
22.6M
$1.47B
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
13.8K+ 4.7% |
$845K - $933K
|
309K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13.8K+ 90.72% |
$840K - $927K
|
28.9K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.3K+ 418.33% |
$814K - $899K
|
16.5K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
13.3K+ 294.73% |
$812K - $897K
|
17.8K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13K+ 18.18% |
$792K - $875K
|
84.3K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.8K+ 3.82% |
$780K - $862K
|
347K
$22.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
12.6K+ 60.09% |
$769K - $849K
|
33.6K
$2.19M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$748K - $826K
|
12.2K
$798K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
12.2K+ 3.2% |
$745K - $823K
|
394K
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.2KNew |
$745K - $822K
|
12.2K
$795K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.8KNew |
$717K - $792K
|
11.8K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 3.43% |
$704K - $778K
|
348K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.5K+ 7.04% |
$703K - $777K
|
175K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
11.1K+ 7.1% |
$675K - $746K
|
167K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11KNew |
$673K - $744K
|
11K
$719K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11K+ 152.06% |
$671K - $741K
|
18.2K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10.9KNew |
$668K - $737K
|
10.9K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 41580.77% |
$660K - $729K
|
10.8K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 19.85% |
$650K - $717K
|
64.2K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.5K+ 49.46% |
$640K - $707K
|
31.7K
$2.06M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10.5KNew |
$639K - $706K
|
10.5K
$683K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10.4KNew |
$632K - $698K
|
10.4K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.55K+ 1.73% |
$583K - $644K
|
562K
$36.6M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
9.55KNew |
$583K - $644K
|
9.55K
$622K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.51KNew |
$581K - $641K
|
9.51K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.5KNew |
$580K - $641K
|
9.5K
$619K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.35K+ 10.97% |
$571K - $631K
|
94.6K
$6.17M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.18KNew |
$560K - $619K
|
9.18K
$598K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.15K+ 12.87% |
$559K - $617K
|
80.3K
$5.23M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9.06K+ 36.21% |
$553K - $611K
|
34.1K
$2.22M
|