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 15, 2022
Q2 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
10K+ 68.97% |
$248K - $308K
|
24.5K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
10K+ 3.64% |
$248K - $308K
|
285K
$18.7M
|
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
9.9KNew |
$245K - $305K
|
9.9K
$648K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
9.89KNew |
$245K - $304K
|
9.89K
$648K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
9.85KNew |
$244K - $303K
|
9.85K
$645K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.68KNew |
$240K - $298K
|
9.68K
$634K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.67KNew |
$239K - $297K
|
9.67K
$633K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.63KNew |
$238K - $296K
|
9.63K
$630K
|
|
|
Aug 05, 2022
Q2 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
9.57KNew |
$237K - $294K
|
9.57K
$626K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.25KNew |
$229K - $284K
|
9.25K
$605K
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.91K+ 47.74% |
$221K - $274K
|
27.6K
$1.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
8.89KNew |
$220K - $273K
|
8.89K
$582K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
8.56KNew |
$212K - $263K
|
8.56K
$560K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
8.55KNew |
$212K - $263K
|
8.55K
$560K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.53K+ 52.95% |
$211K - $262K
|
24.6K
$1.61M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.45KNew |
$209K - $260K
|
8.45K
$553K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.19K+ 58.02% |
$203K - $252K
|
22.3K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
8.16K+ 38.24% |
$202K - $251K
|
29.5K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
8KNew |
$198K - $246K
|
8K
$524K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.86KNew |
$194K - $242K
|
7.86K
$514K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.77K+ 15.97% |
$192K - $239K
|
56.4K
$3.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
7.63KNew |
$189K - $235K
|
7.63K
$500K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
7.59K+ 50.55% |
$188K - $234K
|
22.6K
$1.48M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.56KNew |
$187K - $233K
|
7.56K
$495K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.51KNew |
$186K - $231K
|
7.51K
$491K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.4K+ 20.76% |
$183K - $228K
|
43.1K
$2.82M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.31KNew |
$181K - $225K
|
7.31K
$479K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
7.29KNew |
$180K - $224K
|
7.29K
$477K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
7.27KNew |
$180K - $224K
|
7.27K
$476K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.14KNew |
$177K - $220K
|
7.14K
$467K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7.1KNew |
$176K - $218K
|
7.1K
$465K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
7K+ 109.0% |
$173K - $215K
|
13.4K
$879K
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6.96KNew |
$172K - $214K
|
6.96K
$455K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
6.92K+ 18.33% |
$171K - $213K
|
44.7K
$2.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.8K+ 50.18% |
$168K - $209K
|
20.4K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.8KNew |
$168K - $209K
|
6.8K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.72KNew |
$166K - $207K
|
6.72K
$440K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.5KNew |
$161K - $200K
|
6.5K
$426K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.47K+ 162.88% |
$160K - $199K
|
10.4K
$684K
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
BUY
|
- |
6.45KNew |
$160K - $199K
|
6.45K
$422K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.45K+ 22.2% |
$160K - $198K
|
35.5K
$2.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
6.43K+ 30.59% |
$159K - $198K
|
27.5K
$1.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
6.38KNew |
$158K - $196K
|
6.38K
$418K
|
|
|
Aug 15, 2022
Q2 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6.37KNew |
$158K - $196K
|
6.37K
$417K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.3KNew |
$156K - $194K
|
6.3K
$413K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.26K+ 29.93% |
$155K - $193K
|
27.2K
$1.78M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.11KNew |
$151K - $188K
|
6.11K
$400K
|
|
|
Aug 09, 2022
Q2 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
6K+ 46.15% |
$149K - $185K
|
19K
$1.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5.95KNew |
$147K - $183K
|
5.95K
$389K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
5.93KNew |
$147K - $183K
|
5.93K
$388K
|