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
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
20.4KNew |
$1.39M - $1.51M
|
20.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
19.7K+ 154.18% |
$1.34M - $1.46M
|
32.5K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
18.5K+ 0.61% |
$1.26M - $1.38M
|
3.06M
$200M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
18.5K+ 0.61% |
$1.26M - $1.38M
|
3.06M
$200M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.9K+ 574.87% |
$1.22M - $1.33M
|
21K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
17.7K+ 154.69% |
$1.2M - $1.31M
|
29.1K
$1.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
15.1K+ 146.65% |
$1.02M - $1.12M
|
25.4K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
14.8K+ 25.87% |
$1M - $1.1M
|
71.8K
$4.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
14.7K+ 43.62% |
$1M - $1.09M
|
48.5K
$3.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.3K+ 198.89% |
$971K - $1.06M
|
21.5K
$1.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
14.3K+ 383.83% |
$969K - $1.06M
|
18K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
14K+ 107.69% |
$951K - $1.04M
|
27K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13.3K+ 45.98% |
$903K - $986K
|
42.2K
$2.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
13.2KNew |
$898K - $980K
|
13.2K
$865K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13.2K+ 65.41% |
$896K - $978K
|
33.3K
$2.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
12.8K+ 55.79% |
$866K - $946K
|
35.6K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.2K+ 1.5% |
$826K - $902K
|
823K
$53.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.7K+ 30.36% |
$795K - $868K
|
50.3K
$3.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
11.4K+ 7.97% |
$775K - $846K
|
155K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.1K+ 8.41% |
$753K - $822K
|
143K
$9.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
11K+ 12.96% |
$750K - $819K
|
96.2K
$6.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 3.06% |
$724K - $790K
|
359K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
10.5KNew |
$711K - $777K
|
10.5K
$685K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3K+ 93.21% |
$699K - $763K
|
21.3K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.1KNew |
$689K - $752K
|
10.1K
$664K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.1K+ 106.92% |
$687K - $751K
|
19.6K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.1K+ 33.9% |
$686K - $749K
|
39.9K
$2.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 20.16% |
$684K - $747K
|
60K
$3.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10K+ 10.59% |
$681K - $743K
|
105K
$6.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.66K+ 5.16% |
$656K - $716K
|
197K
$12.9M
|
|
|
Aug 19, 2024
Q2 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
9.61K+ 0.67% |
$653K - $713K
|
1.45M
$94.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
9.4K+ 29.42% |
$638K - $697K
|
41.3K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.18K+ 8.37% |
$624K - $681K
|
119K
$7.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
9.05KNew |
$615K - $671K
|
9.05K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.92K+ 4.94% |
$606K - $662K
|
190K
$12.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.85K+ 19.9% |
$601K - $656K
|
53.3K
$3.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
8.58KNew |
$583K - $637K
|
8.58K
$562K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
8.11K+ 2.63% |
$551K - $601K
|
317K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
8.03KNew |
$545K - $596K
|
8.03K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
8.01KNew |
$544K - $594K
|
8.01K
$524K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
7.8K+ 52.69% |
$530K - $579K
|
22.6K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.69KNew |
$523K - $571K
|
7.69K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
7.43K+ 11.86% |
$504K - $551K
|
70K
$4.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.35KNew |
$499K - $545K
|
7.35K
$481K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
7.33K+ 2.46% |
$498K - $543K
|
306K
$20M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.27K+ 6.08% |
$494K - $539K
|
127K
$8.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
7.12KNew |
$483K - $528K
|
7.12K
$466K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
7.01K+ 6.19% |
$476K - $520K
|
120K
$7.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7KNew |
$475K - $519K
|
7K
$458K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.93KNew |
$470K - $514K
|
6.93K
$454K
|