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
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-50- 0.71% |
$2.8K - $3.1K
|
6.95K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-50- 0.1% |
$2.8K - $3.1K
|
50.1K
$3.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 0.46% |
$2.8K - $3.1K
|
10.8K
$663K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50- 0.26% |
$2.8K - $3.1K
|
19.1K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-51- 0.26% |
$2.86K - $3.17K
|
19.5K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-55- 0.45% |
$3.08K - $3.41K
|
12.1K
$745K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-55- 67.07% |
$3.08K - $3.41K
|
27
$1.66K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-57- 0.7% |
$3.19K - $3.54K
|
8.08K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-57- 0.24% |
$3.19K - $3.54K
|
23.8K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-58- 1.35% |
$3.25K - $3.6K
|
4.25K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-58- 0.74% |
$3.25K - $3.6K
|
7.79K
$478K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-58- 1.42% |
$3.25K - $3.6K
|
4.04K
$248K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-59- 0.54% |
$3.3K - $3.66K
|
10.8K
$663K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-60- 1.23% |
$3.36K - $3.72K
|
4.81K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-60- 0.84% |
$3.36K - $3.72K
|
7.12K
$437K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-63- 1.25% |
$3.53K - $3.91K
|
4.97K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-64- 0.15% |
$3.58K - $3.97K
|
41.3K
$2.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-71- 3.56% |
$3.98K - $4.41K
|
1.92K
$118K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-73- 14.75% |
$4.09K - $4.53K
|
422
$25.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-73- 0.57% |
$4.09K - $4.53K
|
12.7K
$780K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-74- 0.64% |
$4.14K - $4.59K
|
11.5K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-75- 0.55% |
$4.2K - $4.66K
|
13.5K
$830K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75Closed |
$4.2K - $4.66K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-78- 0.51% |
$4.37K - $4.84K
|
15.2K
$931K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-78- 0.74% |
$4.37K - $4.84K
|
10.4K
$640K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-80- 1.94% |
$4.48K - $4.97K
|
4.05K
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-86- 3.27% |
$4.82K - $5.34K
|
2.54K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-88- 0.77% |
$4.93K - $5.46K
|
11.3K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-90- 0.98% |
$5.04K - $5.59K
|
9.09K
$558K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-98- 2.77% |
$5.49K - $6.08K
|
3.45K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 2.62% |
$5.6K - $6.21K
|
3.71K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-100- 91.74% |
$5.6K - $6.21K
|
9
$552
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 3.08% |
$5.6K - $6.21K
|
3.15K
$193K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-100- 0.84% |
$5.6K - $6.21K
|
11.8K
$726K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 40.0% |
$5.6K - $6.21K
|
150
$9.2K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 1.01% |
$5.6K - $6.21K
|
9.8K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-107- 1.52% |
$5.99K - $6.64K
|
6.95K
$427K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-107- 0.43% |
$5.99K - $6.64K
|
24.8K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-108- 0.15% |
$6.05K - $6.7K
|
70.4K
$4.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-109- 2.89% |
$6.1K - $6.77K
|
3.66K
$225K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.25% |
$6.16K - $6.83K
|
8.71K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-112- 1.68% |
$6.27K - $6.95K
|
6.57K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-113- 3.73% |
$6.33K - $7.01K
|
2.92K
$179K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-118- 1.04% |
$6.61K - $7.32K
|
11.2K
$687K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-118- 27.44% |
$6.61K - $7.32K
|
312
$19.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-119- 2.79% |
$6.66K - $7.39K
|
4.15K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-121- 0.55% |
$6.78K - $7.51K
|
22K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-122- 1.76% |
$6.83K - $7.57K
|
6.8K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-123- 1.83% |
$6.89K - $7.63K
|
6.59K
$404K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-127- 21.82% |
$7.11K - $7.88K
|
455
$27.9K
|