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 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.62K- 44.85% |
$110K - $120K
|
1.99K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-1.62K- 0.13% |
$110K - $120K
|
1.21M
$78.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.64K- 12.98% |
$112K - $122K
|
11K
$718K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.67K- 0.74% |
$114K - $124K
|
225K
$14.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.7K- 1.33% |
$115K - $126K
|
126K
$8.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.7K- 2.06% |
$115K - $126K
|
80.9K
$5.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.72K- 11.09% |
$117K - $128K
|
13.8K
$901K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.73K- 1.74% |
$117K - $128K
|
97.6K
$6.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.74K- 1.78% |
$118K - $129K
|
96.4K
$6.28M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.78K- 12.2% |
$121K - $132K
|
12.8K
$833K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.79K- 71.8% |
$121K - $132K
|
701
$45.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.79K- 0.91% |
$122K - $133K
|
194K
$12.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 6.11% |
$122K - $133K
|
27.6K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.8K- 16.55% |
$122K - $134K
|
9.09K
$592K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.82K- 7.41% |
$123K - $135K
|
22.7K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.84K- 4.2% |
$125K - $136K
|
41.9K
$2.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.88K- 9.01% |
$128K - $140K
|
19K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.88K- 2.87% |
$128K - $140K
|
63.8K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.9K- 22.65% |
$129K - $141K
|
6.48K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.93K- 14.81% |
$131K - $143K
|
11.1K
$724K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.93K- 20.24% |
$131K - $143K
|
7.62K
$497K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.95K- 15.53% |
$132K - $144K
|
10.6K
$690K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.97K- 1.5% |
$134K - $146K
|
129K
$8.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.06K- 13.81% |
$140K - $153K
|
12.9K
$839K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.09K- 3.07% |
$142K - $155K
|
65.8K
$4.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.09K- 7.81% |
$142K - $155K
|
24.7K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.11K- 16.22% |
$143K - $156K
|
10.9K
$709K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.11K- 6.58% |
$144K - $157K
|
30K
$1.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.15K- 6.04% |
$146K - $159K
|
33.5K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.22K- 12.55% |
$150K - $164K
|
15.4K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-2.32K- 2.4% |
$158K - $172K
|
94.3K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.38K- 1.09% |
$162K - $177K
|
215K
$14M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.41K- 24.19% |
$164K - $179K
|
7.56K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.42K- 6.78% |
$165K - $180K
|
33.3K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.44K- 5.37% |
$166K - $181K
|
43K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.44K- 25.11% |
$166K - $181K
|
7.28K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 6.83% |
$167K - $183K
|
33.6K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.49K- 13.66% |
$169K - $185K
|
15.7K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-2.5K- 1.0% |
$170K - $185K
|
248K
$16.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.56K- 47.04% |
$174K - $190K
|
2.88K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.6K- 8.69% |
$177K - $193K
|
27.3K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.67K- 6.93% |
$181K - $198K
|
35.8K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.72K- 3.84% |
$184K - $201K
|
67.9K
$4.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-2.77K- 1.55% |
$188K - $206K
|
176K
$11.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
SELL
|
- |
-2.92K- 5.04% |
$198K - $216K
|
54.9K
$3.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.95K- 4.24% |
$200K - $218K
|
66.5K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-3K- 18.75% |
$204K - $223K
|
13K
$847K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.15K- 20.22% |
$214K - $234K
|
12.4K
$810K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-3.22K- 49.61% |
$219K - $239K
|
3.27K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-3.24K- 1.94% |
$220K - $240K
|
164K
$10.7M
|