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 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.82KNew |
$477K - $527K
|
7.82K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.78K+ 20.96% |
$475K - $524K
|
44.9K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
7.73KNew |
$472K - $521K
|
7.73K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.72K+ 6.45% |
$471K - $520K
|
127K
$7.83M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
7.62K+ 5.63% |
$465K - $514K
|
143K
$8.79M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.43K+ 101.09% |
$454K - $501K
|
14.8K
$909K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7.19KNew |
$439K - $485K
|
7.19K
$442K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7.19KNew |
$439K - $484K
|
7.19K
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.13K+ 1.72% |
$435K - $481K
|
423K
$26M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7K+ 119.04% |
$427K - $472K
|
12.9K
$792K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.96K+ 180.45% |
$425K - $469K
|
10.8K
$665K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.96KNew |
$425K - $469K
|
6.96K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
6.61K+ 5.75% |
$403K - $445K
|
121K
$7.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.4K+ 1293.54% |
$391K - $432K
|
6.9K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.37KNew |
$389K - $429K
|
6.37K
$391K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.36K+ 5.79% |
$388K - $429K
|
116K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.22K+ 193.47% |
$380K - $419K
|
9.44K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.16KNew |
$376K - $415K
|
6.16K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.93K+ 64.77% |
$362K - $400K
|
15.1K
$926K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.93K+ 782.69% |
$362K - $399K
|
6.68K
$411K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.71KNew |
$349K - $385K
|
5.71K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.46K+ 10.91% |
$334K - $368K
|
55.5K
$3.41M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
5.41KNew |
$330K - $365K
|
5.41K
$332K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.4K+ 25.02% |
$329K - $364K
|
27K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5.32K+ 22.33% |
$324K - $358K
|
29.1K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
5.29K+ 29.93% |
$323K - $356K
|
22.9K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
5.24K+ 79.65% |
$320K - $354K
|
11.8K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.19KNew |
$317K - $350K
|
5.19K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.18K+ 19.35% |
$316K - $349K
|
32K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
5.08K+ 5.39% |
$310K - $342K
|
99.3K
$6.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.95KNew |
$302K - $334K
|
4.95K
$304K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.95K+ 27.92% |
$302K - $334K
|
22.7K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.91KNew |
$300K - $331K
|
4.91K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.87K+ 13.59% |
$297K - $328K
|
40.7K
$2.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.74K+ 83.97% |
$289K - $320K
|
10.4K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.73KNew |
$289K - $319K
|
4.73K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.71KNew |
$287K - $317K
|
4.71K
$289K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.66K+ 7.05% |
$284K - $314K
|
70.7K
$4.35M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.62K+ 2.53% |
$282K - $312K
|
187K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
4.59K+ 5.73% |
$280K - $309K
|
84.6K
$5.2M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.52KNew |
$276K - $305K
|
4.52K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.45KNew |
$272K - $300K
|
4.45K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.44K+ 76.96% |
$271K - $299K
|
10.2K
$627K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.36K+ 16.45% |
$266K - $294K
|
30.9K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.34K+ 56.05% |
$265K - $293K
|
12.1K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.24KNew |
$259K - $286K
|
4.24K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.18K+ 143.89% |
$255K - $282K
|
7.09K
$436K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.16K+ 60.38% |
$254K - $280K
|
11K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.15K+ 46.9% |
$253K - $280K
|
13K
$798K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.15K+ 15.07% |
$253K - $279K
|
31.6K
$1.94M
|