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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-337- 7.88% |
$8.34K - $10.4K
|
3.94K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-355- 2.28% |
$8.79K - $10.9K
|
15.2K
$996K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-367- 1.54% |
$9.08K - $11.3K
|
23.4K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-372- 8.32% |
$9.21K - $11.4K
|
4.1K
$268K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-399- 6.77% |
$9.88K - $12.3K
|
5.49K
$360K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-400- 7.98% |
$9.9K - $12.3K
|
4.62K
$302K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-409Closed |
$10.1K - $12.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-425Closed |
$10.5K - $13.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-434- 4.95% |
$10.7K - $13.4K
|
8.33K
$545K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-434- 1.89% |
$10.7K - $13.4K
|
22.5K
$1.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-438- 0.88% |
$10.8K - $13.5K
|
49.4K
$3.23M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-441- 2.0% |
$10.9K - $13.6K
|
21.6K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-457- 8.87% |
$11.3K - $14.1K
|
4.7K
$308K
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-480- 7.63% |
$11.9K - $14.8K
|
5.81K
$380K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-482Closed |
$11.9K - $14.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-490- 0.18% |
$12.1K - $15.1K
|
270K
$17.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-491- 65.99% |
$12.2K - $15.1K
|
253
$16.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-492- 9.64% |
$12.2K - $15.1K
|
4.61K
$302K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-496- 0.72% |
$12.3K - $15.3K
|
68.8K
$4.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-500- 13.37% |
$12.4K - $15.4K
|
3.24K
$212K
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-500- 2.67% |
$12.4K - $15.4K
|
18.2K
$1.19M
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-500- 6.41% |
$12.4K - $15.4K
|
7.31K
$478K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-504- 6.14% |
$12.5K - $15.5K
|
7.7K
$504K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-505- 11.14% |
$12.5K - $15.5K
|
4.03K
$264K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-505- 9.48% |
$12.5K - $15.5K
|
4.82K
$316K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-522Closed |
$12.9K - $16.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-555- 5.04% |
$13.7K - $17.1K
|
10.5K
$684K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-576- 3.7% |
$14.3K - $17.7K
|
15K
$981K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-581- 1.43% |
$14.4K - $17.9K
|
40K
$2.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-588- 6.15% |
$14.6K - $18.1K
|
8.97K
$587K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-592- 3.55% |
$14.7K - $18.2K
|
16.1K
$1.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-600- 0.4% |
$14.9K - $18.5K
|
149K
$9.75M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-600- 58.14% |
$14.9K - $18.5K
|
432
$28.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-610- 6.66% |
$15.1K - $18.8K
|
8.55K
$560K
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-630- 1.04% |
$15.6K - $19.4K
|
59.8K
$3.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-698- 7.58% |
$17.3K - $21.5K
|
8.51K
$557K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-709- 2.18% |
$17.5K - $21.8K
|
31.8K
$2.08M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-709- 2.18% |
$17.5K - $21.8K
|
31.8K
$2.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-716- 0.2% |
$17.7K - $22K
|
349K
$22.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-732- 0.12% |
$18.1K - $22.5K
|
615K
$40.3M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-750- 5.76% |
$18.6K - $23.1K
|
12.3K
$803K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-767- 4.0% |
$19K - $23.6K
|
18.4K
$1.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-767- 8.39% |
$19K - $23.6K
|
8.38K
$548K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-800- 15.44% |
$19.8K - $24.6K
|
4.38K
$287K
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-818- 4.52% |
$20.2K - $25.2K
|
17.3K
$1.13M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-858- 31.97% |
$21.2K - $26.4K
|
1.83K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-861- 15.65% |
$21.3K - $26.5K
|
4.64K
$304K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-881- 39.72% |
$21.8K - $27.1K
|
1.34K
$87.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-887- 12.68% |
$22K - $27.3K
|
6.11K
$400K
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-893- 15.08% |
$22.1K - $27.5K
|
5.03K
$329K
|