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
|
Lincoln National Corp
|
BUY
|
- |
1.49K+ 23.21% |
$83.3K - $92.4K
|
7.9K
$485K
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.47K+ 1.19% |
$82.3K - $91.2K
|
125K
$7.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.45K+ 27.15% |
$80.9K - $89.7K
|
6.77K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.44K+ 24.72% |
$80.4K - $89.1K
|
7.25K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.43KNew |
$80K - $88.7K
|
1.43K
$87.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.37K+ 0.07% |
$76.9K - $85.2K
|
2.01M
$123M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 5.23% |
$76.8K - $85.1K
|
27.6K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1.35K+ 0.97% |
$75.6K - $83.8K
|
141K
$8.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.31K+ 11.3% |
$73.1K - $81K
|
12.9K
$790K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.3K+ 20.22% |
$73K - $80.9K
|
7.75K
$476K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.28K+ 9.34% |
$71.5K - $79.3K
|
14.9K
$918K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.24KNew |
$69.6K - $77.2K
|
1.24K
$76.4K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.22KNew |
$68K - $75.4K
|
1.22K
$74.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.2K+ 1.89% |
$67.2K - $74.5K
|
64.8K
$3.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.2K+ 8.27% |
$67.1K - $74.4K
|
15.7K
$964K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.18K+ 11.55% |
$65.9K - $73.1K
|
11.4K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.17K+ 10.28% |
$65.6K - $72.7K
|
12.6K
$772K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 12.0% |
$64.6K - $71.6K
|
10.8K
$661K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.14K+ 158.61% |
$64K - $70.9K
|
1.86K
$114K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.11K+ 0.91% |
$62.2K - $68.9K
|
124K
$7.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.11K+ 0.76% |
$61.9K - $68.6K
|
146K
$8.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09K+ 3.14% |
$61.3K - $67.9K
|
35.9K
$2.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.07K+ 5.39% |
$60K - $66.5K
|
21K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.04K+ 7.6% |
$58.5K - $64.8K
|
14.8K
$908K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 16.19% |
$57.8K - $64.1K
|
7.42K
$456K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.03K+ 1.0% |
$57.6K - $63.8K
|
104K
$6.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1K+ 27.19% |
$56.2K - $62.3K
|
4.7K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 2.66% |
$56K - $62.1K
|
38.5K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
995+ 3.14% |
$55.7K - $61.8K
|
32.7K
$2.01M
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
985+ 5.65% |
$55.2K - $61.1K
|
18.4K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
964+ 2.52% |
$54K - $59.8K
|
39.2K
$2.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
927+ 0.55% |
$51.9K - $57.5K
|
169K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
916+ 11.45% |
$51.3K - $56.9K
|
8.92K
$548K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
895New |
$50.1K - $55.6K
|
895
$55K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
889+ 5.85% |
$49.8K - $55.2K
|
16.1K
$988K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
889+ 5.85% |
$49.8K - $55.2K
|
16.1K
$988K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
878+ 23.95% |
$49.2K - $54.5K
|
4.54K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
873+ 8.89% |
$48.9K - $54.2K
|
10.7K
$657K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
847+ 11.45% |
$47.4K - $52.6K
|
8.25K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
843+ 4.76% |
$47.2K - $52.3K
|
18.5K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Scp Investment, LP
|
BUY
|
- |
800+ 21.05% |
$44.8K - $49.7K
|
4.6K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
790+ 8.23% |
$44.2K - $49K
|
10.4K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
750+ 6.38% |
$42K - $46.6K
|
12.5K
$768K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
750+ 4.21% |
$42K - $46.6K
|
18.6K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
741New |
$41.5K - $46K
|
741
$45.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
736+ 6.06% |
$41.2K - $45.7K
|
12.9K
$791K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
736+ 6.06% |
$41.2K - $45.7K
|
12.9K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
716+ 0.49% |
$40.1K - $44.4K
|
147K
$9.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
715+ 10.23% |
$40K - $44.4K
|
7.7K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
712+ 9.93% |
$39.9K - $44.2K
|
7.88K
$484K
|