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 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-103- 3.42% |
$2.55K - $3.17K
|
2.91K
$190K
|
|
|
Jul 29, 2022
Q2 2022
|
Penbrook Management LLC
|
SELL
|
- |
-110- 0.9% |
$2.72K - $3.38K
|
12.1K
$792K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-110- 46.03% |
$2.72K - $3.38K
|
129
$8.45K
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-125- 0.94% |
$3.09K - $3.85K
|
13.2K
$861K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-130- 2.0% |
$3.22K - $4K
|
6.38K
$418K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-140Closed |
$3.47K - $4.31K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-144- 12.28% |
$3.56K - $4.43K
|
1.03K
$67.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145- 1.56% |
$3.59K - $4.46K
|
9.13K
$598K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-147- 3.68% |
$3.64K - $4.52K
|
3.85K
$252K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-148- 3.47% |
$3.66K - $4.55K
|
4.12K
$269K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-155- 1.3% |
$3.84K - $4.77K
|
11.8K
$773K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-160- 2.04% |
$3.96K - $4.92K
|
7.67K
$502K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-163- 2.46% |
$4.03K - $5.02K
|
6.45K
$422K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-170- 56.67% |
$4.21K - $5.23K
|
130
$8.51K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-178- 90.36% |
$4.41K - $5.48K
|
19
$1.24K
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-180- 1.11% |
$4.46K - $5.54K
|
16K
$1.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-183- 4.52% |
$4.53K - $5.63K
|
3.87K
$253K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-187- 49.21% |
$4.63K - $5.75K
|
193
$12.6K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-189- 1.64% |
$4.68K - $5.82K
|
11.4K
$744K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-198- 10.99% |
$4.9K - $6.09K
|
1.6K
$105K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 1.5% |
$4.95K - $6.15K
|
13.1K
$858K
|
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 1.36% |
$4.95K - $6.15K
|
14.5K
$949K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-200- 2.71% |
$4.95K - $6.15K
|
7.18K
$470K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-200- 3.64% |
$4.95K - $6.15K
|
5.3K
$347K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-200- 4.18% |
$4.95K - $6.15K
|
4.58K
$300K
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-202Closed |
$5K - $6.22K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-210- 1.08% |
$5.2K - $6.46K
|
19.2K
$1.26M
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-225- 2.69% |
$5.57K - $6.92K
|
8.13K
$532K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-227Closed |
$5.62K - $6.98K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-230Closed |
$5.69K - $7.08K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-230- 3.64% |
$5.69K - $7.08K
|
6.1K
$399K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-232- 1.6% |
$5.74K - $7.14K
|
14.3K
$937K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-245- 0.44% |
$6.06K - $7.54K
|
55.6K
$3.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-251- 1.07% |
$6.21K - $7.72K
|
23.3K
$1.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-270- 4.7% |
$6.68K - $8.31K
|
5.48K
$359K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-271- 45.7% |
$6.71K - $8.34K
|
322
$21.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 5.89% |
$6.81K - $8.46K
|
4.39K
$287K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-275- 11.22% |
$6.81K - $8.46K
|
2.18K
$143K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-289- 0.38% |
$7.15K - $8.89K
|
75.2K
$4.92M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-289- 15.91% |
$7.15K - $8.89K
|
1.53K
$100K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-292- 0.85% |
$7.23K - $8.98K
|
33.9K
$2.22M
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-300- 6.43% |
$7.43K - $9.23K
|
4.37K
$286K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-300Closed |
$7.43K - $9.23K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-302- 1.48% |
$7.47K - $9.29K
|
20.1K
$1.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-303- 0.3% |
$7.5K - $9.32K
|
99.5K
$6.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-306- 5.0% |
$7.57K - $9.42K
|
5.82K
$381K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-307- 67.62% |
$7.6K - $9.45K
|
147
$9.62K
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-308- 6.86% |
$7.62K - $9.48K
|
4.18K
$274K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-331- 3.21% |
$8.19K - $10.2K
|
9.99K
$654K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-332- 3.03% |
$8.22K - $10.2K
|
10.6K
$696K
|