Purchases and Sales Made in Q2 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 2024. 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 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
337+ 3.36% |
$22.9K - $25K
|
10.4K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
337+ 2.0% |
$22.9K - $25K
|
17.2K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
331+ 5.23% |
$22.5K - $24.6K
|
6.67K
$436K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
321+ 81.47% |
$21.8K - $23.8K
|
715
$46.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
317+ 4.69% |
$21.5K - $23.5K
|
7.07K
$463K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
313+ 6.6% |
$21.3K - $23.2K
|
5.06K
$331K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
310+ 1.66% |
$21.1K - $23K
|
19K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
310+ 4.31% |
$21.1K - $23K
|
7.5K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
310+ 2.27% |
$21.1K - $23K
|
14K
$914K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
306+ 0.27% |
$20.8K - $22.7K
|
112K
$7.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
305New |
$20.7K - $22.6K
|
305
$20K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
304+ 0.95% |
$20.6K - $22.5K
|
32.3K
$2.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300+ 4.01% |
$20.4K - $22.3K
|
7.78K
$510K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
295New |
$20K - $21.9K
|
295
$19.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
292+ 0.47% |
$19.8K - $21.7K
|
63K
$4.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
286+ 2.86% |
$19.4K - $21.2K
|
10.3K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
282+ 5.39% |
$19.2K - $20.9K
|
5.52K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
280+ 0.13% |
$19K - $20.8K
|
212K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
279+ 1.7% |
$18.9K - $20.7K
|
16.7K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
277+ 3.9% |
$18.8K - $20.5K
|
7.38K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
274+ 1.75% |
$18.6K - $20.3K
|
15.9K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
272+ 5.37% |
$18.5K - $20.2K
|
5.34K
$349K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
266+ 3.28% |
$18.1K - $19.7K
|
8.37K
$548K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
254+ 2.41% |
$17.3K - $18.8K
|
10.8K
$708K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
243+ 2.87% |
$16.5K - $18K
|
8.7K
$570K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
242+ 3.2% |
$16.4K - $17.9K
|
7.8K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
242+ 2.78% |
$16.4K - $17.9K
|
8.96K
$586K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
241+ 1.46% |
$16.4K - $17.9K
|
16.8K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
237+ 6.26% |
$16.1K - $17.6K
|
4.02K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
237+ 3.44% |
$16.1K - $17.6K
|
7.12K
$466K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
233+ 18.74% |
$15.8K - $17.3K
|
1.48K
$96.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
232+ 77.33% |
$15.8K - $17.2K
|
532
$34.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
231+ 2.94% |
$15.7K - $17.1K
|
8.1K
$530K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
224+ 1.65% |
$15.2K - $16.6K
|
13.8K
$903K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
218+ 1.38% |
$14.8K - $16.2K
|
16.1K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
217New |
$14.7K - $16.1K
|
217
$14.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
215+ 6.79% |
$14.6K - $15.9K
|
3.38K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
215+ 3.15% |
$14.6K - $15.9K
|
7.03K
$460K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
212+ 5.24% |
$14.4K - $15.7K
|
4.26K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
210+ 4.36% |
$14.3K - $15.6K
|
5.03K
$329K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
209+ 0.96% |
$14.2K - $15.5K
|
21.9K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
206New |
$14K - $15.3K
|
206
$13.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
200New |
$13.6K - $14.8K
|
200
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200+ 30.4% |
$13.6K - $14.8K
|
858
$56.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
198+ 0.41% |
$13.4K - $14.7K
|
48.5K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
188+ 1.7% |
$12.8K - $13.9K
|
11.3K
$737K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
182+ 4.52% |
$12.4K - $13.5K
|
4.21K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
176+ 0.46% |
$12K - $13.1K
|
38.6K
$2.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
169+ 1.73% |
$11.5K - $12.5K
|
9.92K
$650K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
165+ 4.12% |
$11.2K - $12.2K
|
4.17K
$273K
|