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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
344New |
$19.3K - $21.4K
|
344
$21.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
341New |
$19.1K - $21.2K
|
341
$21K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
339+ 1.69% |
$19K - $21K
|
20.4K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
336+ 4.25% |
$18.8K - $20.9K
|
8.25K
$507K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
328+ 4.43% |
$18.4K - $20.4K
|
7.73K
$475K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
322+ 49.16% |
$18K - $20K
|
977
$60K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
317+ 50.48% |
$17.8K - $19.7K
|
945
$58.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
314+ 2.27% |
$17.6K - $19.5K
|
14.1K
$869K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
314+ 1.56% |
$17.6K - $19.5K
|
20.4K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
309+ 4.7% |
$17.3K - $19.2K
|
6.88K
$423K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
307+ 38.66% |
$17.2K - $19.1K
|
1.1K
$67.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
305New |
$17.1K - $18.9K
|
305
$18.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
302+ 4.65% |
$16.9K - $18.7K
|
6.8K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
300+ 3.44% |
$16.8K - $18.6K
|
9.02K
$554K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
297+ 2.3% |
$16.6K - $18.4K
|
13.2K
$813K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
296+ 8.25% |
$16.6K - $18.4K
|
3.89K
$239K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
296+ 3.18% |
$16.6K - $18.4K
|
9.62K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
289+ 3.42% |
$16.2K - $17.9K
|
8.74K
$537K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
283+ 4.38% |
$15.8K - $17.6K
|
6.75K
$415K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
282+ 2.36% |
$15.8K - $17.5K
|
12.2K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
282+ 86.24% |
$15.8K - $17.5K
|
609
$37.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
266+ 42.42% |
$14.9K - $16.5K
|
893
$54.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
263+ 1.98% |
$14.7K - $16.3K
|
13.6K
$833K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
263+ 5.28% |
$14.7K - $16.3K
|
5.24K
$322K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
260+ 0.33% |
$14.6K - $16.1K
|
78.3K
$4.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
257+ 3.42% |
$14.4K - $16K
|
7.77K
$478K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
253+ 2.83% |
$14.2K - $15.7K
|
9.19K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
248+ 5.02% |
$13.9K - $15.4K
|
5.19K
$319K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
243+ 4.33% |
$13.6K - $15.1K
|
5.86K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
237+ 4.92% |
$13.3K - $14.7K
|
5.06K
$311K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
226+ 3.26% |
$12.7K - $14K
|
7.15K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
224+ 0.88% |
$12.5K - $13.9K
|
25.5K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
221+ 3.96% |
$12.4K - $13.7K
|
5.8K
$357K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
219+ 2.18% |
$12.3K - $13.6K
|
10.3K
$632K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
217+ 1.85% |
$12.2K - $13.5K
|
12K
$735K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
210+ 3.2% |
$11.8K - $13K
|
6.78K
$417K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
205+ 0.35% |
$11.5K - $12.7K
|
58.8K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
202+ 2.53% |
$11.3K - $12.5K
|
8.19K
$503K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
200+ 5.64% |
$11.2K - $12.4K
|
3.74K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 5.36% |
$11.2K - $12.4K
|
3.93K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
196+ 22.98% |
$11K - $12.2K
|
1.05K
$64.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
195+ 7.39% |
$10.9K - $12.1K
|
2.83K
$174K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
195+ 1.47% |
$10.9K - $12.1K
|
13.4K
$826K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
194+ 1.41% |
$10.9K - $12K
|
13.9K
$856K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
188+ 2.6% |
$10.5K - $11.7K
|
7.41K
$455K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
186+ 5.03% |
$10.4K - $11.5K
|
3.89K
$239K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
186New |
$10.4K - $11.5K
|
186
$11.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
185+ 4.45% |
$10.4K - $11.5K
|
4.35K
$267K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
183+ 7.79% |
$10.2K - $11.4K
|
2.53K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
177+ 2.0% |
$9.91K - $11K
|
9.03K
$555K
|