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 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-650- 6.53% |
$36.4K - $40.3K
|
9.3K
$571K
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-670- 1.12% |
$37.5K - $41.6K
|
58.9K
$3.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-675- 2.48% |
$37.8K - $41.9K
|
26.5K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-685- 4.0% |
$38.4K - $42.5K
|
16.5K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-700- 14.38% |
$39.2K - $43.4K
|
4.17K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-704- 1.76% |
$39.4K - $43.7K
|
39.2K
$2.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-711- 7.76% |
$39.8K - $44.1K
|
8.46K
$519K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-719- 10.38% |
$40.3K - $44.6K
|
6.21K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-720- 4.94% |
$40.3K - $44.7K
|
13.8K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-726- 9.16% |
$40.7K - $45.1K
|
7.2K
$442K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-735- 13.17% |
$41.2K - $45.6K
|
4.85K
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-739- 0.65% |
$41.4K - $45.9K
|
113K
$6.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-750- 3.27% |
$42K - $46.6K
|
22.2K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-756- 5.83% |
$42.3K - $46.9K
|
12.2K
$749K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-778- 5.62% |
$43.6K - $48.3K
|
13.1K
$802K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-800- 27.59% |
$44.8K - $49.7K
|
2.1K
$129K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-805- 2.9% |
$45.1K - $50K
|
26.9K
$1.65M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-808- 83.13% |
$45.2K - $50.2K
|
164
$10.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-833- 10.84% |
$46.6K - $51.7K
|
6.85K
$420K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-860- 3.16% |
$48.2K - $53.4K
|
26.3K
$1.62M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-890- 6.47% |
$49.8K - $55.2K
|
12.9K
$789K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-900- 4.0% |
$50.4K - $55.9K
|
21.6K
$1.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-900- 3.32% |
$50.4K - $55.9K
|
26.2K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-902- 11.64% |
$50.5K - $56K
|
6.85K
$420K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-932- 1.59% |
$52.2K - $57.8K
|
57.5K
$3.53M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-936- 3.22% |
$52.4K - $58.1K
|
28.2K
$1.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-942- 32.18% |
$52.8K - $58.5K
|
1.99K
$122K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-942- 0.92% |
$52.8K - $58.5K
|
102K
$6.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-943- 1.87% |
$52.8K - $58.5K
|
49.4K
$3.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-950- 4.66% |
$53.2K - $59K
|
19.5K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-963- 2.27% |
$53.9K - $59.8K
|
41.5K
$2.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-965- 18.37% |
$54K - $59.9K
|
4.29K
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-995- 2.99% |
$55.7K - $61.8K
|
32.3K
$1.98M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-996- 1.78% |
$55.8K - $61.8K
|
54.9K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1K- 6.35% |
$56K - $62.1K
|
14.8K
$905K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.01K- 1.15% |
$56.5K - $62.6K
|
86.8K
$5.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.01K- 2.2% |
$56.7K - $62.9K
|
45K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 11.4% |
$57K - $63.2K
|
7.91K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.02K- 3.09% |
$57.1K - $63.2K
|
32K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.02K- 2.4% |
$57.2K - $63.4K
|
41.6K
$2.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.03K- 7.66% |
$57.7K - $63.9K
|
12.4K
$762K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.04K- 3.0% |
$58K - $64.3K
|
33.5K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.04K- 6.6% |
$58.4K - $64.7K
|
14.8K
$905K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.06K- 14.4% |
$59.4K - $65.8K
|
6.3K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.07K- 2.4% |
$60K - $66.5K
|
43.6K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.08K- 2.12% |
$60.7K - $67.3K
|
50.1K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.1K- 4.73% |
$61.5K - $68.2K
|
22.1K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.13K- 2.3% |
$63K - $69.8K
|
47.9K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.14K- 4.77% |
$63.7K - $70.6K
|
22.7K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.14K- 2.68% |
$64K - $70.9K
|
41.5K
$2.55M
|