Purchases and Sales Made in Q2 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 2023. 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 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54+ 2.35% |
$3.02K - $3.35K
|
2.35K
$144K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
54+ 2.05% |
$3.02K - $3.35K
|
2.69K
$165K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
51+ 1.09% |
$2.86K - $3.17K
|
4.72K
$289K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
50New |
$2.8K - $3.1K
|
50
$3.07K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 4.76% |
$2.8K - $3.1K
|
1.1K
$67.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
47+ 0.48% |
$2.63K - $2.92K
|
9.89K
$607K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 0.4% |
$2.63K - $2.92K
|
11.7K
$719K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45+ 6.32% |
$2.52K - $2.79K
|
757
$46.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45+ 6.32% |
$2.52K - $2.79K
|
757
$46.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 12.99% |
$2.41K - $2.67K
|
374
$22.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
42+ 15.27% |
$2.35K - $2.61K
|
317
$19.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
42+ 0.16% |
$2.35K - $2.61K
|
26.6K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
40+ 0.6% |
$2.24K - $2.48K
|
6.72K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
37+ 0.56% |
$2.07K - $2.3K
|
6.69K
$411K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
30+ 0.38% |
$1.68K - $1.86K
|
7.89K
$484K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
29+ 0.58% |
$1.62K - $1.8K
|
5.05K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28+ 4.11% |
$1.57K - $1.74K
|
710
$43.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
27+ 0.4% |
$1.51K - $1.68K
|
6.83K
$419K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
25+ 0.26% |
$1.4K - $1.55K
|
9.73K
$597K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
24+ 0.14% |
$1.34K - $1.49K
|
16.7K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
24+ 0.41% |
$1.34K - $1.49K
|
5.94K
$364K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
23+ 0.03% |
$1.29K - $1.43K
|
68.4K
$4.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
22+ 0.55% |
$1.23K - $1.37K
|
4.01K
$246K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
20+ 0.24% |
$1.12K - $1.24K
|
8.22K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
19+ 0.14% |
$1.06K - $1.18K
|
14K
$860K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
19+ 0.04% |
$1.06K - $1.18K
|
46K
$2.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
19+ 0.51% |
$1.06K - $1.18K
|
3.76K
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 0.02% |
$1.06K - $1.18K
|
96.2K
$5.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 0.23% |
$1.01K - $1.12K
|
7.88K
$484K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
16New |
$896 - $993
|
16
$982
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.23% |
$784 - $869
|
6.01K
$369K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13+ 0.37% |
$728 - $807
|
3.57K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
12+ 0.17% |
$672 - $745
|
7.1K
$436K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12+ 0.78% |
$672 - $745
|
1.56K
$95.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 0.21% |
$616 - $683
|
5.32K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
10+ 0.25% |
$560 - $621
|
4.08K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
9+ 0.1% |
$504 - $559
|
8.96K
$550K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
9+ 0.1% |
$504 - $559
|
9.19K
$564K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
8+ 0.08% |
$448 - $497
|
9.45K
$580K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
8+ 0.11% |
$448 - $497
|
7.59K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 1.58% |
$336 - $372
|
386
$23.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 0.2% |
$336 - $372
|
2.99K
$184K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.02% |
$280 - $310
|
493
$30.3K
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
5+ 0.04% |
$280 - $310
|
11.7K
$720K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.76% |
$280 - $310
|
665
$40.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 0.05% |
$280 - $310
|
10.6K
$652K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 1.19% |
$168 - $186
|
255
$15.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$168 - $186
|
4.04K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 0.02% |
$168 - $186
|
18.1K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.02% |
$112 - $124
|
9.89K
$607K
|