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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
71New |
$4.82K - $5.27K
|
71
$4.65K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
70+ 1.23% |
$4.75K - $5.19K
|
5.78K
$379K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
70+ 0.7% |
$4.75K - $5.19K
|
10.1K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
70+ 21.08% |
$4.75K - $5.19K
|
402
$26.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68+ 58.62% |
$4.62K - $5.04K
|
184
$12K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
67+ 2.03% |
$4.55K - $4.97K
|
3.37K
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
66+ 0.58% |
$4.48K - $4.9K
|
11.4K
$748K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 0.4% |
$4.48K - $4.9K
|
16.7K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
62+ 4.21% |
$4.21K - $4.6K
|
1.54K
$100K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
60+ 1.54% |
$4.08K - $4.45K
|
3.96K
$259K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
57+ 0.86% |
$3.87K - $4.23K
|
6.69K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56+ 0.77% |
$3.8K - $4.15K
|
7.3K
$478K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
53+ 1.1% |
$3.6K - $3.93K
|
4.89K
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
50+ 1.21% |
$3.4K - $3.71K
|
4.17K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
48+ 2.69% |
$3.26K - $3.56K
|
1.84K
$120K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47+ 0.29% |
$3.19K - $3.49K
|
16.4K
$1.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
45+ 4.08% |
$3.06K - $3.34K
|
1.15K
$75.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
45New |
$3.06K - $3.34K
|
45
$2.95K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
45+ 10.84% |
$3.06K - $3.34K
|
460
$30.1K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
45+ 0.78% |
$3.06K - $3.34K
|
5.83K
$381K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.89% |
$2.99K - $3.26K
|
4.97K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
39+ 0.93% |
$2.65K - $2.89K
|
4.24K
$277K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
37+ 0.62% |
$2.51K - $2.74K
|
6.05K
$396K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
37+ 0.74% |
$2.51K - $2.74K
|
5.04K
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37+ 0.51% |
$2.51K - $2.74K
|
7.27K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
36New |
$2.45K - $2.67K
|
36
$2.36K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
33New |
$2.24K - $2.45K
|
33
$2.16K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
30+ 0.69% |
$2.04K - $2.23K
|
4.36K
$285K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
30+ 0.25% |
$2.04K - $2.23K
|
12K
$785K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
30New |
$2.04K - $2.23K
|
30
$1.96K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25+ 0.23% |
$1.7K - $1.85K
|
11.1K
$724K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
BUY
|
- |
24+ 0.29% |
$1.63K - $1.78K
|
8.26K
$540K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 0.14% |
$1.56K - $1.71K
|
16.5K
$1.08M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
23New |
$1.56K - $1.71K
|
23
$1.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22+ 0.04% |
$1.49K - $1.63K
|
58.9K
$3.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
20+ 0.24% |
$1.36K - $1.48K
|
8.3K
$543K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 0.63% |
$1.36K - $1.48K
|
3.18K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19New |
$1.29K - $1.41K
|
19
$1.24K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.13% |
$1.22K - $1.34K
|
13.6K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
17+ 0.55% |
$1.15K - $1.26K
|
3.11K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 5.42% |
$1.09K - $1.19K
|
311
$20.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
15+ 0.46% |
$1.02K - $1.11K
|
3.3K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13+ 0.17% |
$883 - $964
|
7.78K
$510K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
13+ 0.12% |
$883 - $964
|
10.9K
$717K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
12+ 0.13% |
$815 - $890
|
9.13K
$598K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.31% |
$815 - $890
|
3.89K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
11+ 0.23% |
$747 - $816
|
4.84K
$317K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
8+ 0.1% |
$543 - $593
|
8.09K
$530K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 0.19% |
$543 - $593
|
4.13K
$270K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
8+ 0.19% |
$543 - $593
|
4.26K
$279K
|