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
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.65K- 1.38% |
$148K - $164K
|
189K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.67K- 12.09% |
$149K - $165K
|
19.4K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-2.7K- 4.29% |
$151K - $168K
|
60.2K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-2.7K- 1.31% |
$151K - $168K
|
204K
$12.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.78K- 43.96% |
$156K - $173K
|
3.55K
$218K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.85K- 4.05% |
$159K - $177K
|
67.4K
$4.14M
|
|
|
Jul 12, 2024
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-2.92K- 5.05% |
$164K - $181K
|
54.9K
$3.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.94K- 5.08% |
$165K - $183K
|
55K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-3.01K- 11.49% |
$169K - $187K
|
23.2K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.05K- 5.74% |
$171K - $190K
|
50.1K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.69% |
$182K - $201K
|
84.5K
$5.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3.26K- 76.89% |
$183K - $203K
|
981
$60.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.35K- 18.2% |
$187K - $208K
|
15K
$923K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.36K- 1.46% |
$188K - $208K
|
227K
$13.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.38K- 16.18% |
$189K - $210K
|
17.5K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-3.43K- 4.19% |
$192K - $213K
|
78.4K
$4.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.46K- 23.09% |
$194K - $215K
|
11.5K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3.5K- 8.43% |
$196K - $217K
|
38K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.53K- 21.46% |
$197K - $219K
|
12.9K
$792K
|
|
|
Aug 10, 2023
Q2 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-3.58K- 0.38% |
$200K - $222K
|
937K
$57.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.68K- 3.74% |
$206K - $228K
|
94.5K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.75K- 1.87% |
$210K - $233K
|
197K
$12.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-3.81K- 29.79% |
$213K - $237K
|
8.99K
$551K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.83K- 18.73% |
$214K - $237K
|
16.6K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.83K- 18.14% |
$214K - $238K
|
17.3K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.89K- 5.71% |
$218K - $242K
|
64.3K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.89K- 4.69% |
$218K - $242K
|
79.1K
$4.85M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.94KClosed |
$221K - $245K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.96K- 9.55% |
$222K - $246K
|
37.5K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-4K- 10.24% |
$224K - $248K
|
35K
$2.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4K- 39.24% |
$224K - $248K
|
6.19K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-4.02K- 3.34% |
$225K - $249K
|
116K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.21K- 25.48% |
$235K - $261K
|
12.3K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.21K- 35.07% |
$236K - $262K
|
7.8K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-4.23K- 4.28% |
$237K - $262K
|
94.6K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.35K- 44.64% |
$244K - $270K
|
5.4K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.39K- 30.57% |
$246K - $273K
|
9.97K
$612K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.4K- 11.75% |
$246K - $273K
|
33K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-4.46K- 2.76% |
$250K - $277K
|
157K
$9.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.52K- 42.58% |
$253K - $280K
|
6.09K
$374K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.54K- 20.88% |
$254K - $282K
|
17.2K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.57K- 2.75% |
$256K - $283K
|
161K
$9.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.65K- 44.33% |
$260K - $288K
|
5.84K
$358K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4.85K- 59.33% |
$272K - $301K
|
3.33K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-4.88K- 13.49% |
$273K - $303K
|
31.3K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-5.17K- 26.5% |
$290K - $321K
|
14.4K
$881K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.25K- 1.34% |
$294K - $326K
|
387K
$23.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-5.72K- 2.29% |
$320K - $355K
|
244K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5.77K- 13.26% |
$323K - $358K
|
37.8K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.07K- 32.15% |
$340K - $377K
|
12.8K
$786K
|