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 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
2.99KNew |
$182K - $201K
|
2.99K
$184K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
2.99KNew |
$182K - $201K
|
2.99K
$183K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 10.92% |
$182K - $201K
|
30.3K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.98K+ 5.32% |
$182K - $201K
|
58.9K
$3.62M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.93K+ 6.24% |
$179K - $198K
|
49.9K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.91K+ 128.52% |
$178K - $196K
|
5.18K
$318K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.9K+ 16.12% |
$177K - $196K
|
20.9K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.89K+ 63.23% |
$176K - $195K
|
7.45K
$458K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.87KNew |
$175K - $194K
|
2.87K
$176K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.71K+ 7.55% |
$165K - $183K
|
38.6K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.7K+ 13.58% |
$165K - $182K
|
22.6K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.66K+ 13.88% |
$162K - $179K
|
21.8K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
2.63KNew |
$160K - $177K
|
2.63K
$162K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
2.6K+ 1.96% |
$159K - $175K
|
136K
$8.33M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2.6K+ 5.94% |
$159K - $175K
|
46.3K
$2.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.57K+ 4.65% |
$157K - $173K
|
57.9K
$3.56M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.57K+ 4.65% |
$157K - $173K
|
57.9K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 16.64% |
$157K - $173K
|
18K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.55K+ 32.34% |
$156K - $172K
|
10.4K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.49K+ 41.01% |
$152K - $168K
|
8.55K
$525K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.47K+ 10.52% |
$150K - $166K
|
25.9K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.44K+ 33.53% |
$149K - $165K
|
9.72K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2.43K+ 1.03% |
$148K - $164K
|
237K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.41K+ 8.04% |
$147K - $163K
|
32.4K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.38K+ 1.32% |
$145K - $160K
|
183K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.36K+ 22.08% |
$144K - $159K
|
13K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.32K+ 3.42% |
$142K - $156K
|
70K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.26K+ 39.0% |
$138K - $153K
|
8.06K
$495K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.17K+ 25.89% |
$133K - $146K
|
10.6K
$649K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.11K+ 57.46% |
$129K - $142K
|
5.78K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.08K+ 14.32% |
$127K - $140K
|
16.6K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.08K+ 0.1% |
$127K - $140K
|
2.01M
$124M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.07K+ 26.8% |
$126K - $139K
|
9.77K
$600K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2.02KNew |
$123K - $136K
|
2.02K
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2K+ 42.96% |
$122K - $135K
|
6.66K
$409K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.98K+ 10.32% |
$121K - $133K
|
21.1K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.95K+ 39.94% |
$119K - $131K
|
6.82K
$419K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.94K+ 6.35% |
$118K - $131K
|
32.5K
$1.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.93K+ 23.08% |
$118K - $130K
|
10.3K
$632K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.88K+ 2.73% |
$114K - $126K
|
70.5K
$4.33M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.87K+ 18.88% |
$114K - $126K
|
11.8K
$722K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 3.58% |
$113K - $124K
|
53.4K
$3.28M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.8K+ 9.65% |
$110K - $121K
|
20.5K
$1.26M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.79KNew |
$109K - $120K
|
1.79K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 28.73% |
$109K - $120K
|
7.98K
$490K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.76K+ 2.68% |
$107K - $119K
|
67.3K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.74K+ 5.14% |
$106K - $117K
|
35.6K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 49.12% |
$106K - $117K
|
5.28K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 1.21% |
$105K - $117K
|
145K
$8.9M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
1.66K+ 6.08% |
$102K - $112K
|
29K
$1.78M
|