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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.14% |
$112 - $124
|
1.39K
$85K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.03% |
$112 - $124
|
7.27K
$446K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$112 - $124
|
1.72K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.06% |
$112 - $124
|
3.13K
$192K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 3.45% |
$112 - $124
|
60
$3.68K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.79% |
$112 - $124
|
256
$15.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.54% |
$56 - $62.1
|
187
$11.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$56 - $62.1
|
1.53K
$94.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
1+ 1.54% |
$56 - $62.1
|
66
$4.05K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 1.0% |
$56 - $62.1
|
101
$6.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$56 - $62.1
|
3.68K
$226K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.42% |
$56 - $62.1
|
239
$14.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$56 - $62.1
|
4.35K
$267K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.21% |
$56 - $62.1
|
482
$29.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.56% |
$56 - $62.1
|
65
$3.99K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.12% |
$56 - $62.1
|
812
$49.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$56 - $62.1
|
4.28K
$263K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2- 0.03% |
$112 - $124
|
6.72K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 0.87% |
$112 - $124
|
227
$13.9K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 0.59% |
$112 - $124
|
335
$20.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6- 0.06% |
$336 - $372
|
10.8K
$665K
|
|
|
Aug 08, 2023
Q2 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-8- 0.12% |
$448 - $497
|
6.39K
$392K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 0.34% |
$672 - $745
|
3.52K
$216K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13- 0.48% |
$728 - $807
|
2.72K
$167K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-15- 0.7% |
$840 - $931
|
2.14K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16- 4.21% |
$896 - $993
|
364
$22.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-17- 0.1% |
$952 - $1.06K
|
16.6K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.55% |
$952 - $1.06K
|
3.05K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.29% |
$1.06K - $1.18K
|
6.62K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20- 0.32% |
$1.12K - $1.24K
|
6.17K
$379K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-20- 0.2% |
$1.12K - $1.24K
|
10K
$616K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-20- 0.27% |
$1.12K - $1.24K
|
7.26K
$445K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-22- 0.11% |
$1.23K - $1.37K
|
20.7K
$1.27M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-23- 1.87% |
$1.29K - $1.43K
|
1.21K
$73.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-24- 0.24% |
$1.34K - $1.49K
|
9.95K
$611K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24- 0.33% |
$1.34K - $1.49K
|
7.26K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 9.41% |
$1.34K - $1.49K
|
231
$14.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-29- 0.33% |
$1.62K - $1.8K
|
8.85K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-33- 0.15% |
$1.85K - $2.05K
|
22.4K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-33- 0.22% |
$1.85K - $2.05K
|
14.9K
$912K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-36- 0.65% |
$2.02K - $2.23K
|
5.51K
$338K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-44- 0.61% |
$2.46K - $2.73K
|
7.22K
$443K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48- 0.43% |
$2.69K - $2.98K
|
11.2K
$688K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-49- 68.06% |
$2.74K - $3.04K
|
23
$1.41K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 3.65% |
$2.8K - $3.1K
|
1.32K
$80.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-50- 0.78% |
$2.8K - $3.1K
|
6.34K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-50- 0.45% |
$2.8K - $3.1K
|
11.2K
$685K
|