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 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
562+ 1.28% |
$34.3K - $37.9K
|
44.5K
$2.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
561+ 13.21% |
$34.2K - $37.8K
|
4.81K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
539+ 2.1% |
$32.9K - $36.3K
|
26.2K
$1.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
532+ 3.47% |
$32.5K - $35.9K
|
15.8K
$974K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
524+ 14.04% |
$32K - $35.3K
|
4.26K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
516+ 7.34% |
$31.5K - $34.8K
|
7.55K
$464K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
514+ 4.31% |
$31.4K - $34.7K
|
12.4K
$764K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
503+ 9.59% |
$30.7K - $33.9K
|
5.75K
$353K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
490+ 2.61% |
$29.9K - $33K
|
19.3K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
489+ 2.43% |
$29.8K - $33K
|
20.6K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
488+ 149.24% |
$29.8K - $32.9K
|
815
$50.1K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
485+ 24.24% |
$29.6K - $32.7K
|
2.49K
$153K
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
478+ 7.73% |
$29.2K - $32.2K
|
6.66K
$409K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
476+ 14.67% |
$29.1K - $32.1K
|
3.72K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
468+ 3.55% |
$28.6K - $31.6K
|
13.7K
$839K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
463+ 13.21% |
$28.3K - $31.2K
|
3.97K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
453+ 10.46% |
$27.7K - $30.5K
|
4.79K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
436+ 2.06% |
$26.6K - $29.4K
|
21.6K
$1.33M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
431+ 213.37% |
$26.3K - $29.1K
|
633
$38.9K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
417+ 0.37% |
$25.5K - $28.1K
|
113K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
403+ 34.86% |
$24.6K - $27.2K
|
1.56K
$95.8K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
397+ 1.71% |
$24.2K - $26.8K
|
23.6K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
393+ 3.61% |
$24K - $26.5K
|
11.3K
$694K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
378+ 10.27% |
$23.1K - $25.5K
|
4.06K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
376+ 0.7% |
$23K - $25.3K
|
54.3K
$3.34M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
375+ 0.83% |
$22.9K - $25.3K
|
45.5K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
364+ 0.55% |
$22.2K - $24.5K
|
66.1K
$4.06M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
362+ 6.54% |
$22.1K - $24.4K
|
5.9K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
351+ 10.42% |
$21.4K - $23.7K
|
3.72K
$229K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
350+ 1.62% |
$21.4K - $23.6K
|
21.9K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
342+ 2.73% |
$20.9K - $23.1K
|
12.9K
$790K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
340+ 10.42% |
$20.8K - $22.9K
|
3.6K
$221K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
339New |
$20.7K - $22.9K
|
339
$20.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
337+ 2.4% |
$20.6K - $22.7K
|
14.4K
$884K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
336+ 8.89% |
$20.5K - $22.7K
|
4.12K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
335+ 4.37% |
$20.4K - $22.6K
|
8.01K
$492K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329+ 3.38% |
$20.1K - $22.2K
|
10.1K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
322+ 4.91% |
$19.7K - $21.7K
|
6.88K
$423K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
321New |
$19.6K - $21.6K
|
321
$19.7K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
321+ 5.31% |
$19.6K - $21.6K
|
6.37K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
321+ 0.25% |
$19.6K - $21.6K
|
130K
$8M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
310+ 112.32% |
$18.9K - $20.9K
|
586
$36K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
307+ 0.13% |
$18.7K - $20.7K
|
237K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
305+ 2.52% |
$18.6K - $20.6K
|
12.4K
$763K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
302New |
$18.4K - $20.4K
|
302
$18.6K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
300+ 2.64% |
$18.3K - $20.2K
|
11.6K
$715K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
290+ 6.73% |
$17.7K - $19.6K
|
4.6K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
284+ 1.85% |
$17.3K - $19.1K
|
15.7K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
280+ 3.89% |
$17.1K - $18.9K
|
7.48K
$460K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
267+ 2.85% |
$16.3K - $18K
|
9.64K
$592K
|