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 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-309- 1.27% |
$17.3K - $19.2K
|
24.1K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-310- 1.73% |
$17.4K - $19.2K
|
17.6K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-311- 2.07% |
$17.4K - $19.3K
|
14.7K
$901K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-319- 75.41% |
$17.9K - $19.8K
|
104
$6.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-321- 4.4% |
$18K - $19.9K
|
6.98K
$428K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-325- 1.55% |
$18.2K - $20.2K
|
20.6K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-329- 7.83% |
$18.4K - $20.4K
|
3.87K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-344- 1.9% |
$19.3K - $21.4K
|
17.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-358- 9.19% |
$20K - $22.2K
|
3.54K
$217K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-400- 2.98% |
$22.4K - $24.8K
|
13K
$799K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-415- 10.94% |
$23.2K - $25.8K
|
3.38K
$207K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-426- 3.35% |
$23.9K - $26.4K
|
12.3K
$755K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-430- 6.56% |
$24.1K - $26.7K
|
6.12K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-431- 3.6% |
$24.1K - $26.8K
|
11.5K
$708K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-432- 1.87% |
$24.2K - $26.8K
|
22.7K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-433- 58.59% |
$24.2K - $26.9K
|
306
$18.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-440- 0.76% |
$24.6K - $27.3K
|
57.8K
$3.55M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-457- 4.19% |
$25.6K - $28.4K
|
10.4K
$641K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-460- 9.45% |
$25.8K - $28.6K
|
4.41K
$270K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-461- 0.17% |
$25.8K - $28.6K
|
267K
$16.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-473- 2.51% |
$26.5K - $29.4K
|
18.4K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-474- 4.23% |
$26.5K - $29.4K
|
10.7K
$659K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-475- 6.71% |
$26.6K - $29.5K
|
6.61K
$405K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-479- 11.88% |
$26.8K - $29.7K
|
3.55K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-483- 4.95% |
$27K - $30K
|
9.28K
$569K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-489- 2.21% |
$27.4K - $30.4K
|
21.6K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-499- 10.44% |
$27.9K - $31K
|
4.28K
$263K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 6.07% |
$28K - $31K
|
7.74K
$475K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-500- 10.53% |
$28K - $31K
|
4.25K
$261K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-500- 2.08% |
$28K - $31K
|
23.6K
$1.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-510- 1.08% |
$28.6K - $31.7K
|
46.7K
$2.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-521- 10.13% |
$29.2K - $32.3K
|
4.62K
$284K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-527- 1.58% |
$29.5K - $32.7K
|
32.8K
$2.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-540- 5.66% |
$30.2K - $33.5K
|
8.99K
$552K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-550- 7.0% |
$30.8K - $34.1K
|
7.31K
$448K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-555- 71.25% |
$31.1K - $34.4K
|
224
$13.7K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-573- 9.59% |
$32.1K - $35.6K
|
5.4K
$331K
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-588- 1.52% |
$32.9K - $36.5K
|
38.1K
$2.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-598- 12.77% |
$33.5K - $37.1K
|
4.08K
$251K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-600- 52.22% |
$33.6K - $37.2K
|
549
$33.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-600- 0.95% |
$33.6K - $37.2K
|
62.8K
$3.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-608- 4.42% |
$34K - $37.7K
|
13.1K
$807K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-609- 12.76% |
$34.1K - $37.8K
|
4.17K
$256K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-617- 14.22% |
$34.6K - $38.3K
|
3.72K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-621- 4.05% |
$34.8K - $38.5K
|
14.7K
$902K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-624- 1.48% |
$34.9K - $38.7K
|
41.5K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-630- 6.12% |
$35.3K - $39.1K
|
9.67K
$593K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-633- 1.39% |
$35.4K - $39.3K
|
44.8K
$2.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-635- 1.44% |
$35.6K - $39.4K
|
43.5K
$2.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
SELL
|
- |
-650- 6.95% |
$36.4K - $40.3K
|
8.71K
$534K
|