Purchases and Sales Made in Q2 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
488+ 37.74% |
$12.1K - $15K
|
1.78K
$117K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
486+ 8.05% |
$12K - $15K
|
6.52K
$427K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
483+ 7.2% |
$12K - $14.9K
|
7.19K
$471K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
481+ 4.29% |
$11.9K - $14.8K
|
11.7K
$765K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
475+ 1.26% |
$11.8K - $14.6K
|
38.1K
$2.49M
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
467+ 3.83% |
$11.6K - $14.4K
|
12.7K
$829K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
450+ 4.96% |
$11.1K - $13.8K
|
9.52K
$623K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
443+ 1.62% |
$11K - $13.6K
|
27.8K
$1.82M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
438+ 16.68% |
$10.8K - $13.5K
|
3.06K
$201K
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
431+ 1.69% |
$10.7K - $13.3K
|
26K
$1.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
421+ 19.93% |
$10.4K - $13K
|
2.53K
$166K
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
400+ 7.08% |
$9.9K - $12.3K
|
6.05K
$396K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
391+ 130.33% |
$9.68K - $12K
|
691
$45.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
385+ 6.98% |
$9.53K - $11.8K
|
5.9K
$386K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
385+ 5.59% |
$9.53K - $11.8K
|
7.28K
$476K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
383+ 6.65% |
$9.48K - $11.8K
|
6.14K
$402K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
380+ 1.94% |
$9.41K - $11.7K
|
19.9K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
376New |
$9.31K - $11.6K
|
376
$24.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
365+ 4.17% |
$9.03K - $11.2K
|
9.12K
$597K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
351+ 5.77% |
$8.69K - $10.8K
|
6.43K
$421K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
343+ 4.89% |
$8.49K - $10.6K
|
7.35K
$481K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
338+ 8.18% |
$8.37K - $10.4K
|
4.47K
$293K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
311New |
$7.7K - $9.57K
|
311
$20.4K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
310New |
$7.67K - $9.54K
|
310
$20.3K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
300New |
$7.43K - $9.23K
|
300
$19.6K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
299+ 1.51% |
$7.4K - $9.2K
|
20.1K
$1.32M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
298+ 2.93% |
$7.38K - $9.17K
|
10.5K
$684K
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
293+ 5.72% |
$7.25K - $9.02K
|
5.41K
$354K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
282+ 0.63% |
$6.98K - $8.68K
|
45.1K
$2.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
281+ 2.04% |
$6.95K - $8.65K
|
14K
$920K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
264+ 3300.0% |
$6.53K - $8.12K
|
272
$17.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
257+ 55.75% |
$6.36K - $7.91K
|
718
$47K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
250New |
$6.19K - $7.69K
|
250
$16.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
245+ 0.23% |
$6.06K - $7.54K
|
108K
$7.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
244+ 8.45% |
$6.04K - $7.51K
|
3.13K
$205K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
240New |
$5.94K - $7.38K
|
240
$15.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
240+ 5.78% |
$5.94K - $7.38K
|
4.39K
$288K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
233New |
$5.77K - $7.17K
|
233
$15.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
221+ 6.6% |
$5.47K - $6.8K
|
3.57K
$234K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
218+ 3.21% |
$5.4K - $6.71K
|
7.02K
$459K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
217New |
$5.37K - $6.68K
|
217
$14.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
212+ 4.11% |
$5.25K - $6.52K
|
5.37K
$352K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
207New |
$5.12K - $6.37K
|
207
$13.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
203New |
$5.02K - $6.25K
|
203
$13.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
200+ 2.52% |
$4.95K - $6.15K
|
8.13K
$532K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
200New |
$4.95K - $6.15K
|
200
$13.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
200+ 0.9% |
$4.95K - $6.15K
|
22.5K
$1.47M
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
198New |
$4.9K - $6.09K
|
198
$13K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
195+ 0.87% |
$4.83K - $6K
|
22.5K
$1.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
190New |
$4.7K - $5.85K
|
190
$12.4K
|