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
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.22K+ 6.98% |
$55K - $68.4K
|
34.1K
$2.23M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.21K+ 13.9% |
$54.6K - $67.8K
|
18.1K
$1.18M
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.17KNew |
$53.8K - $66.9K
|
2.17K
$142K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.12KNew |
$52.5K - $65.3K
|
2.12K
$139K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.08K+ 33.33% |
$51.4K - $63.9K
|
8.31K
$544K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.07K+ 45.9% |
$51.3K - $63.8K
|
6.59K
$431K
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 38.48% |
$50.9K - $63.3K
|
7.4K
$485K
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
2.05K+ 29.48% |
$50.7K - $63.1K
|
9.01K
$590K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.04KNew |
$50.5K - $62.8K
|
2.04K
$134K
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
2KNew |
$49.5K - $61.5K
|
2K
$131K
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2K+ 37.33% |
$49.5K - $61.5K
|
7.36K
$482K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 16.79% |
$49.5K - $61.5K
|
13.9K
$910K
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.97K+ 27.08% |
$48.8K - $60.6K
|
9.25K
$605K
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
1.95KNew |
$48.3K - $60K
|
1.95K
$128K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.94KNew |
$48.1K - $59.8K
|
1.94K
$127K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.92K+ 30.25% |
$47.4K - $58.9K
|
8.25K
$540K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.9K+ 1623.93% |
$47K - $58.5K
|
2.02K
$132K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.89KNew |
$46.8K - $58.1K
|
1.89K
$124K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 1.85% |
$46.5K - $57.8K
|
103K
$6.76M
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
1.83KNew |
$45.3K - $56.3K
|
1.83K
$120K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.83K+ 8.44% |
$45.2K - $56.2K
|
23.5K
$1.54M
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.73KNew |
$42.8K - $53.2K
|
1.73K
$113K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.72KNew |
$42.6K - $52.9K
|
1.72K
$113K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$42.3K - $52.6K
|
1.71K
$112K
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.71K+ 32.12% |
$42.3K - $52.6K
|
7.03K
$460K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 5.53% |
$39.7K - $49.4K
|
30.6K
$2.01M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.59K+ 9.18% |
$39.2K - $48.8K
|
18.8K
$1.23M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.56K+ 24.41% |
$38.6K - $48K
|
7.95K
$521K
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.54KNew |
$38.1K - $47.4K
|
1.54K
$101K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 26.66% |
$38.1K - $47.3K
|
7.31K
$478K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.53K+ 16.62% |
$37.9K - $47.2K
|
10.8K
$704K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.53KNew |
$37.9K - $47.1K
|
1.53K
$100K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.53K+ 3.52% |
$37.7K - $46.9K
|
44.9K
$2.94M
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.52KNew |
$37.5K - $46.7K
|
1.52K
$99.3K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.5K+ 2.17% |
$37.1K - $46.1K
|
70.5K
$4.61M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.47K+ 11.9% |
$36.4K - $45.3K
|
13.8K
$906K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.46K+ 16.29% |
$36.1K - $44.9K
|
10.4K
$682K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.43K+ 9.99% |
$35.5K - $44.1K
|
15.8K
$1.03M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.4K+ 1.57% |
$34.6K - $43K
|
90.3K
$5.91M
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.4KNew |
$34.6K - $43K
|
1.4K
$91.5K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.4K+ 3.26% |
$34.5K - $42.9K
|
44.2K
$2.89M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.36K+ 8.6% |
$33.7K - $41.8K
|
17.2K
$1.12M
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
1.31K+ 12.89% |
$32.5K - $40.4K
|
11.5K
$752K
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
1.28K+ 3.9% |
$31.7K - $39.4K
|
34.1K
$2.23M
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
1.22K+ 12.54% |
$30.2K - $37.5K
|
10.9K
$716K
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.22K+ 1.81% |
$30.1K - $37.4K
|
68.6K
$4.49M
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.19K+ 3.19% |
$29.4K - $36.6K
|
38.5K
$2.52M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.19KNew |
$29.3K - $36.5K
|
1.19K
$77.6K
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.16K+ 25.79% |
$28.7K - $35.6K
|
5.65K
$370K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.1K+ 1.25% |
$27.3K - $34K
|
89.2K
$5.84M
|