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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
187+ 3.48% |
$4.63K - $5.75K
|
5.56K
$364K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
184+ 0.99% |
$4.55K - $5.66K
|
18.7K
$1.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Gagnon Securities LLC
|
BUY
|
- |
175+ 2.73% |
$4.33K - $5.38K
|
6.6K
$432K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
175+ 44.42% |
$4.33K - $5.38K
|
569
$37.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
171+ 1.29% |
$4.23K - $5.26K
|
13.5K
$882K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
170+ 4.05% |
$4.21K - $5.23K
|
4.36K
$286K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
169+ 2.56% |
$4.18K - $5.2K
|
6.78K
$444K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
166+ 1.53% |
$4.11K - $5.11K
|
11K
$722K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
165+ 70.82% |
$4.08K - $5.08K
|
398
$26.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163+ 0.35% |
$4.03K - $5.02K
|
47.3K
$3.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
160+ 3.35% |
$3.96K - $4.92K
|
4.94K
$323K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
159+ 1.67% |
$3.94K - $4.89K
|
9.69K
$634K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
158+ 158.0% |
$3.91K - $4.86K
|
258
$16.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
155+ 124.0% |
$3.84K - $4.77K
|
280
$18.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
151+ 0.54% |
$3.74K - $4.65K
|
28.1K
$1.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
151+ 1.21% |
$3.74K - $4.65K
|
12.7K
$830K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
145+ 0.24% |
$3.59K - $4.46K
|
60.4K
$3.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
137+ 2.74% |
$3.39K - $4.22K
|
5.14K
$337K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
128+ 1.1% |
$3.17K - $3.94K
|
11.7K
$768K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
126+ 2.52% |
$3.12K - $3.88K
|
5.13K
$336K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
123+ 0.29% |
$3.04K - $3.78K
|
42K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
122+ 2.0% |
$3.02K - $3.75K
|
6.23K
$408K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
119+ 2.73% |
$2.95K - $3.66K
|
4.48K
$293K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
117+ 1.57% |
$2.9K - $3.6K
|
7.55K
$495K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
114New |
$2.82K - $3.51K
|
114
$7.46K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
111+ 2.84% |
$2.75K - $3.42K
|
4.02K
$263K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
108+ 1.65% |
$2.67K - $3.32K
|
6.66K
$436K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
106+ 1.54% |
$2.62K - $3.26K
|
6.98K
$457K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
103+ 2.75% |
$2.55K - $3.17K
|
3.85K
$252K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
103+ 0.28% |
$2.55K - $3.17K
|
37.3K
$2.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
102New |
$2.52K - $3.14K
|
102
$6.68K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$2.48K - $3.08K
|
100
$6.55K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
93+ 2.07% |
$2.3K - $2.86K
|
4.59K
$300K
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
90+ 2.28% |
$2.23K - $2.77K
|
4.04K
$265K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
88+ 2.81% |
$2.18K - $2.71K
|
3.22K
$211K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
85+ 2.25% |
$2.1K - $2.62K
|
3.86K
$253K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
82+ 1.81% |
$2.03K - $2.52K
|
4.6K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
81+ 0.94% |
$2K - $2.49K
|
8.7K
$569K
|
|
|
Jul 12, 2022
Q2 2022
|
Albert D Mason Inc
|
BUY
|
- |
80+ 0.97% |
$1.98K - $2.46K
|
8.31K
$544K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75+ 1.11% |
$1.86K - $2.31K
|
6.86K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
75+ 0.41% |
$1.86K - $2.31K
|
18.5K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
70New |
$1.73K - $2.15K
|
70
$4.58K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 1.82% |
$1.73K - $2.15K
|
3.92K
$257K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
70New |
$1.73K - $2.15K
|
70
$4.58K
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
69+ 0.01% |
$1.71K - $2.12K
|
551K
$36.1M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.18% |
$1.56K - $1.94K
|
5.38K
$352K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
63+ 1.18% |
$1.56K - $1.94K
|
5.38K
$352K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
58New |
$1.44K - $1.78K
|
58
$3.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
56+ 0.12% |
$1.39K - $1.72K
|
47.9K
$3.14M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
55New |
$1.36K - $1.69K
|
55
$3.6K
|