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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-8- 1.53% |
$198 - $246
|
516
$33.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-9- 0.05% |
$223 - $277
|
16.5K
$1.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.06% |
$248 - $308
|
17.2K
$1.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10- 2.97% |
$248 - $308
|
327
$21.3K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10- 1.82% |
$248 - $308
|
539
$35.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-10- -0.0% |
$248 - $308
|
556K
$36.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-11- 0.11% |
$272 - $338
|
9.98K
$650K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-12- 0.54% |
$297 - $369
|
2.21K
$144K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-12- 2.82% |
$297 - $369
|
414
$27K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-14Closed |
$347 - $431
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-14- 0.02% |
$347 - $431
|
57.6K
$3.75M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-20- 1.62% |
$495 - $615
|
1.22K
$79.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.09% |
$495 - $615
|
21.9K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 0.16% |
$545 - $677
|
13.5K
$879K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22- 0.92% |
$545 - $677
|
2.37K
$154K
|
|
|
Aug 04, 2022
Q2 2022
|
Cardinal Capital Management
|
SELL
|
- |
-23- 0.04% |
$569 - $708
|
57.5K
$3.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-25- 0.21% |
$619 - $769
|
11.8K
$769K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 5.58% |
$693 - $862
|
474
$30.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-30- 0.12% |
$743 - $923
|
25.5K
$1.66M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33- 0.72% |
$817 - $1.02K
|
4.55K
$297K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-35- 2.02% |
$866 - $1.08K
|
1.7K
$111K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-37- 0.56% |
$916 - $1.14K
|
6.63K
$432K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-39- 52.0% |
$965 - $1.2K
|
36
$2.35K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-40- 8.75% |
$990 - $1.23K
|
417
$27.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-42- 3.8% |
$1.04K - $1.29K
|
1.06K
$69.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-45- 1.14% |
$1.11K - $1.38K
|
3.9K
$254K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-45- 0.66% |
$1.11K - $1.38K
|
6.8K
$443K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 24.39% |
$1.24K - $1.54K
|
155
$10.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 0.68% |
$1.24K - $1.54K
|
7.35K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 27.93% |
$1.24K - $1.54K
|
129
$8.41K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-53- 0.4% |
$1.31K - $1.63K
|
13.1K
$855K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-57- 1.05% |
$1.41K - $1.75K
|
5.36K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-59- 11.09% |
$1.46K - $1.82K
|
473
$30.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-60- 0.77% |
$1.49K - $1.85K
|
7.75K
$505K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-66- 0.69% |
$1.63K - $2.03K
|
9.51K
$620K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-74- 0.16% |
$1.83K - $2.28K
|
44.8K
$2.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-75- 1.9% |
$1.86K - $2.31K
|
3.87K
$252K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-75- 1.03% |
$1.86K - $2.31K
|
7.18K
$468K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-76- 32.48% |
$1.88K - $2.34K
|
158
$10.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-79- 1.56% |
$1.96K - $2.43K
|
4.97K
$324K
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-83- 2.05% |
$2.05K - $2.55K
|
3.96K
$258K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-89Closed |
$2.2K - $2.74K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-91- 91.0% |
$2.25K - $2.8K
|
9
$587
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-96- 1.13% |
$2.38K - $2.95K
|
8.37K
$545K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-97- 2.83% |
$2.4K - $2.98K
|
3.33K
$217K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-99- 2.96% |
$2.45K - $3.05K
|
3.25K
$212K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-100Closed |
$2.48K - $3.08K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 1.5% |
$2.48K - $3.08K
|
6.55K
$427K
|
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 2.86% |
$2.48K - $3.08K
|
3.4K
$222K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-102- 0.81% |
$2.52K - $3.14K
|
12.5K
$811K
|