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
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-29- 0.9% |
$1.97K - $2.15K
|
3.21K
$210K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-30- 0.11% |
$2.04K - $2.23K
|
27.3K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-30- 0.93% |
$2.04K - $2.23K
|
3.21K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-31- 2.14% |
$2.11K - $2.3K
|
1.42K
$92.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-32- 0.33% |
$2.17K - $2.37K
|
9.67K
$633K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.98% |
$2.17K - $2.37K
|
3.23K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Gagnon Securities LLC
|
SELL
|
- |
-35- 0.76% |
$2.38K - $2.6K
|
4.6K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-38- 0.31% |
$2.58K - $2.82K
|
12.4K
$811K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-40- 2.73% |
$2.72K - $2.97K
|
1.42K
$93.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-42- 0.64% |
$2.85K - $3.12K
|
6.55K
$429K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-43- 1.07% |
$2.92K - $3.19K
|
3.97K
$260K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-43- 1.92% |
$2.92K - $3.19K
|
2.2K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45- 0.74% |
$3.06K - $3.34K
|
6.06K
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-48- 1.09% |
$3.26K - $3.56K
|
4.36K
$285K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-50- 3.36% |
$3.4K - $3.71K
|
1.44K
$94.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-50- 1.16% |
$3.4K - $3.71K
|
4.25K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-53- 0.81% |
$3.6K - $3.93K
|
6.51K
$426K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-55- 1.4% |
$3.74K - $4.08K
|
3.86K
$253K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-56- 1.59% |
$3.8K - $4.15K
|
3.46K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.42% |
$4.21K - $4.6K
|
4.29K
$281K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-64- 1.26% |
$4.35K - $4.75K
|
5.03K
$329K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-65- 0.22% |
$4.41K - $4.82K
|
28.9K
$1.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-66- 0.98% |
$4.48K - $4.9K
|
6.69K
$438K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-68- 0.96% |
$4.62K - $5.04K
|
6.99K
$458K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-69- 0.36% |
$4.69K - $5.12K
|
19K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-76- 10.76% |
$5.16K - $5.64K
|
630
$41.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-78- 0.61% |
$5.3K - $5.79K
|
12.8K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-80- 1.18% |
$5.43K - $5.93K
|
6.67K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-80- 1.17% |
$5.43K - $5.93K
|
6.77K
$443K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-90- 2.23% |
$6.11K - $6.68K
|
3.95K
$259K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-90- 0.44% |
$6.11K - $6.68K
|
20.5K
$1.34M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-91- 20.4% |
$6.18K - $6.75K
|
355
$23.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-91- 0.43% |
$6.18K - $6.75K
|
21K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-91- 1.69% |
$6.18K - $6.75K
|
5.28K
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-95- 1.55% |
$6.45K - $7.05K
|
6.02K
$394K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 34.97% |
$6.79K - $7.42K
|
186
$12.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 2.03% |
$6.79K - $7.42K
|
4.82K
$315K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 0.58% |
$6.79K - $7.42K
|
17.2K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-100- 1.41% |
$6.79K - $7.42K
|
7K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 0.52% |
$6.79K - $7.42K
|
19.3K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 2.69% |
$6.79K - $7.42K
|
3.61K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-101- 1.25% |
$6.86K - $7.49K
|
7.97K
$522K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-106- 0.62% |
$7.2K - $7.86K
|
17K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-107- 3.15% |
$7.27K - $7.94K
|
3.29K
$215K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-107- 2.79% |
$7.27K - $7.94K
|
3.72K
$244K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-113- 0.79% |
$7.67K - $8.38K
|
14.2K
$928K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-113- 26.16% |
$7.67K - $8.38K
|
319
$20.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-113- 1.97% |
$7.67K - $8.38K
|
5.62K
$368K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-113- 0.7% |
$7.67K - $8.38K
|
16K
$1.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-117- 1.39% |
$7.95K - $8.68K
|
8.33K
$545K
|