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 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.27KNew |
$239K - $265K
|
4.27K
$263K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.12K+ 51.58% |
$231K - $256K
|
12.1K
$744K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.08K+ 0.98% |
$228K - $253K
|
418K
$25.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
4.05K+ 3.26% |
$227K - $251K
|
128K
$7.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
4K+ 6.06% |
$224K - $248K
|
70K
$4.3M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
4K+ 4.05% |
$224K - $248K
|
103K
$6.32M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.98KNew |
$223K - $247K
|
3.98K
$244K
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.97KNew |
$222K - $246K
|
3.97K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.95K+ 24.72% |
$221K - $245K
|
19.9K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.91KNew |
$219K - $243K
|
3.91K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.86KNew |
$216K - $240K
|
3.86K
$237K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.85KNew |
$215K - $239K
|
3.85K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.84K+ 9.91% |
$215K - $238K
|
42.6K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.83KNew |
$215K - $238K
|
3.83K
$236K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.78KNew |
$212K - $234K
|
3.78K
$232K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.76K+ 27.25% |
$210K - $233K
|
17.5K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.67KNew |
$206K - $228K
|
3.67K
$226K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.64K+ 9.4% |
$204K - $226K
|
42.3K
$2.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$203K - $225K
|
3.62K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.6KNew |
$202K - $224K
|
3.6K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.59KNew |
$201K - $223K
|
3.59K
$220K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.58K+ 67.4% |
$201K - $222K
|
8.9K
$547K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.58K+ 67.4% |
$201K - $222K
|
8.9K
$547K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.56K+ 3.15% |
$199K - $221K
|
117K
$7.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3.54KNew |
$198K - $219K
|
3.54K
$217K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.53KNew |
$198K - $219K
|
3.53K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.53KNew |
$198K - $219K
|
3.53K
$217K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.47KNew |
$194K - $216K
|
3.47K
$213K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.47KNew |
$194K - $215K
|
3.47K
$213K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.47KNew |
$194K - $215K
|
3.47K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.46KNew |
$194K - $215K
|
3.46K
$212K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
3.44KNew |
$193K - $214K
|
3.44K
$212K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.41KNew |
$191K - $212K
|
3.41K
$210K
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
3.4KNew |
$191K - $211K
|
3.4K
$209K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.39KNew |
$190K - $211K
|
3.39K
$208K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.38KNew |
$189K - $209K
|
3.38K
$207K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.36KNew |
$188K - $208K
|
3.36K
$206K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.35KNew |
$187K - $208K
|
3.35K
$206K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
3.33KNew |
$187K - $207K
|
3.33K
$205K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.32KNew |
$186K - $206K
|
3.32K
$204K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.3K+ 22.29% |
$185K - $205K
|
18.1K
$1.11M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.27K+ 15.44% |
$183K - $203K
|
24.5K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.26K+ 22.33% |
$182K - $202K
|
17.8K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.23KNew |
$181K - $200K
|
3.23K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.14K+ 42.66% |
$176K - $195K
|
10.5K
$645K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.03K+ 628.63% |
$170K - $188K
|
3.51K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.02K+ 50.4% |
$169K - $188K
|
9.02K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.97K+ 87.5% |
$166K - $184K
|
6.36K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
2.96K+ 2.76% |
$166K - $184K
|
110K
$6.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.94K+ 1.57% |
$165K - $182K
|
190K
$11.7M
|