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 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
700+ 4.31% |
$39.2K - $43.4K
|
16.9K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
697+ 16.2% |
$39K - $43.3K
|
5K
$307K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
688+ 10.03% |
$38.5K - $42.7K
|
7.55K
$464K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
684+ 11.13% |
$38.3K - $42.5K
|
6.83K
$420K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
673+ 1.16% |
$37.7K - $41.8K
|
58.6K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
652+ 9.47% |
$36.5K - $40.5K
|
7.54K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
645+ 7.76% |
$36.1K - $40K
|
8.95K
$550K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
640+ 15.61% |
$35.8K - $39.7K
|
4.74K
$291K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
640+ 1.72% |
$35.8K - $39.7K
|
37.8K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
639+ 0.76% |
$35.8K - $39.7K
|
85.1K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
604+ 8.04% |
$33.8K - $37.5K
|
8.12K
$499K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
593+ 70.09% |
$33.2K - $36.8K
|
1.44K
$88.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
578+ 10.99% |
$32.4K - $35.9K
|
5.84K
$359K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
576+ 9.83% |
$32.3K - $35.8K
|
6.43K
$395K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
574+ 5.24% |
$32.1K - $35.6K
|
11.5K
$708K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
562+ 1.01% |
$31.5K - $34.9K
|
56.4K
$3.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
553+ 2.87% |
$31K - $34.3K
|
19.8K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
532+ 13.84% |
$29.8K - $33K
|
4.38K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
531+ 1.3% |
$29.7K - $33K
|
41.3K
$2.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
530+ 5.28% |
$29.7K - $32.9K
|
10.6K
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
529+ 5.15% |
$29.6K - $32.8K
|
10.8K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
525+ 1.14% |
$29.4K - $32.6K
|
46.6K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
509+ 3.94% |
$28.5K - $31.6K
|
13.4K
$826K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
509New |
$28.5K - $31.6K
|
509
$31.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
509+ 3.12% |
$28.5K - $31.6K
|
16.8K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
501+ 0.41% |
$28.1K - $31.1K
|
123K
$7.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
496+ 2.73% |
$27.8K - $30.8K
|
18.7K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
489+ 12.79% |
$27.4K - $30.4K
|
4.31K
$265K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
487+ 7.42% |
$27.3K - $30.2K
|
7.05K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
465+ 3.72% |
$26K - $28.9K
|
13K
$796K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
459+ 5.08% |
$25.7K - $28.5K
|
9.49K
$583K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
453+ 8.39% |
$25.4K - $28.1K
|
5.86K
$360K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
450New |
$25.2K - $27.9K
|
450
$27.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
448+ 8.01% |
$25.1K - $27.8K
|
6.04K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
444+ 0.63% |
$24.9K - $27.6K
|
71.4K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
436+ 0.79% |
$24.4K - $27.1K
|
55.7K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
427+ 10.01% |
$23.9K - $26.5K
|
4.69K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
427+ 3.33% |
$23.9K - $26.5K
|
13.3K
$814K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
421+ 4.63% |
$23.6K - $26.1K
|
9.52K
$585K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
420New |
$23.5K - $26.1K
|
420
$25.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
409+ 1.53% |
$22.9K - $25.4K
|
27.2K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
409+ 2.5% |
$22.9K - $25.4K
|
16.8K
$1.03M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
405New |
$22.7K - $25.1K
|
405
$24.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
404+ 26.83% |
$22.6K - $25.1K
|
1.91K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
394+ 0.99% |
$22.1K - $24.5K
|
40K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
372New |
$20.8K - $23.1K
|
372
$22.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
372+ 1.55% |
$20.8K - $23.1K
|
24.4K
$1.5M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
360+ 151.26% |
$20.2K - $22.3K
|
598
$36.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
354+ 2.75% |
$19.8K - $22K
|
13.2K
$813K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
345New |
$19.3K - $21.4K
|
345
$21.2K
|