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 13, 2024
Q2 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
165+ 0.27% |
$11.2K - $12.2K
|
61.1K
$4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
162+ 4.13% |
$11K - $12K
|
4.09K
$268K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
158+ 0.59% |
$10.7K - $11.7K
|
26.9K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
158+ 2.15% |
$10.7K - $11.7K
|
7.51K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
156+ 2.61% |
$10.6K - $11.6K
|
6.12K
$401K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
154+ 1.2% |
$10.5K - $11.4K
|
13K
$850K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
152+ 0.89% |
$10.3K - $11.3K
|
17.2K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 37.56% |
$10.3K - $11.2K
|
553
$36.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
148+ 0.12% |
$10.1K - $11K
|
120K
$7.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
146+ 3.86% |
$9.92K - $10.8K
|
3.93K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
142+ 1.3% |
$9.64K - $10.5K
|
11.1K
$727K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
139+ 1.4% |
$9.44K - $10.3K
|
10.1K
$661K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
138+ 3.66% |
$9.37K - $10.2K
|
3.91K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
138+ 1.74% |
$9.37K - $10.2K
|
8.07K
$528K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
137+ 0.87% |
$9.31K - $10.2K
|
15.8K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
136+ 3.47% |
$9.24K - $10.1K
|
4.05K
$265K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
135New |
$9.17K - $10K
|
135
$8.84K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
129+ 2.7% |
$8.76K - $9.57K
|
4.91K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
127+ 2.64% |
$8.63K - $9.42K
|
4.93K
$323K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 0.18% |
$8.49K - $9.27K
|
70.7K
$4.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
124+ 0.45% |
$8.42K - $9.2K
|
27.5K
$1.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
121+ 0.72% |
$8.22K - $8.97K
|
16.9K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
120+ 1.98% |
$8.15K - $8.9K
|
6.17K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
119+ 2.74% |
$8.08K - $8.83K
|
4.46K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
119+ 2.63% |
$8.08K - $8.83K
|
4.64K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
118+ 0.77% |
$8.01K - $8.75K
|
15.4K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
116+ 1.43% |
$7.88K - $8.6K
|
8.25K
$540K
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
115+ 2.92% |
$7.81K - $8.53K
|
4.06K
$265K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
112+ 14.2% |
$7.61K - $8.31K
|
901
$59K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
107+ 3.73% |
$7.27K - $7.94K
|
2.98K
$195K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
107+ 0.46% |
$7.27K - $7.94K
|
23.5K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
106+ 3.07% |
$7.2K - $7.86K
|
3.56K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
106+ 1.68% |
$7.2K - $7.86K
|
6.41K
$420K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
103+ 0.91% |
$7K - $7.64K
|
11.4K
$746K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 1.01% |
$6.79K - $7.42K
|
10K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
100+ 0.98% |
$6.79K - $7.42K
|
10.3K
$675K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 6.04% |
$6.66K - $7.27K
|
1.72K
$113K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
96+ 2.4% |
$6.52K - $7.12K
|
4.09K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
93+ 1.23% |
$6.32K - $6.9K
|
7.67K
$502K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
92+ 0.84% |
$6.25K - $6.82K
|
11K
$721K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
91+ 38.89% |
$6.18K - $6.75K
|
325
$21.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
88+ 0.88% |
$5.98K - $6.53K
|
10.1K
$663K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
88+ 0.9% |
$5.98K - $6.53K
|
9.86K
$645K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
87+ 1.41% |
$5.91K - $6.45K
|
6.27K
$410K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
85New |
$5.77K - $6.3K
|
85
$5.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
85+ 2.67% |
$5.77K - $6.3K
|
3.27K
$214K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
83+ 7.71% |
$5.64K - $6.16K
|
1.16K
$75.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
79+ 0.41% |
$5.37K - $5.86K
|
19.3K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
74+ 0.55% |
$5.03K - $5.49K
|
13.6K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
72+ 0.68% |
$4.89K - $5.34K
|
10.6K
$693K
|