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 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
6.91KNew |
$469K - $513K
|
6.91K
$452K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.86K+ 31.41% |
$466K - $509K
|
28.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6.55KNew |
$445K - $486K
|
6.55K
$429K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.55K+ 139.09% |
$445K - $486K
|
11.3K
$737K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.5K+ 42.71% |
$441K - $482K
|
21.7K
$1.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.48K+ 13.24% |
$440K - $480K
|
55.4K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.4KNew |
$435K - $475K
|
6.4K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.33K+ 133.93% |
$430K - $470K
|
11.1K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.23K+ 11.68% |
$423K - $462K
|
59.6K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.03KNew |
$410K - $447K
|
6.03K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.02K+ 28.24% |
$409K - $447K
|
27.4K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.96K+ 7.61% |
$405K - $442K
|
84.3K
$5.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
5.9KNew |
$401K - $438K
|
5.9K
$386K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.8K+ 0.32% |
$394K - $430K
|
1.84M
$121M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.6KNew |
$380K - $415K
|
5.6K
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5.51KNew |
$374K - $408K
|
5.51K
$360K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.44KNew |
$369K - $403K
|
5.44K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.43K+ 26.12% |
$369K - $403K
|
26.2K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.43K+ 165.75% |
$368K - $402K
|
8.7K
$569K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.35KNew |
$363K - $397K
|
5.35K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.34KNew |
$363K - $396K
|
5.34K
$350K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
5.31K+ 86.67% |
$361K - $394K
|
11.4K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.26K+ 25.11% |
$358K - $390K
|
26.2K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.22KNew |
$355K - $387K
|
5.22K
$342K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.15K+ 7.35% |
$350K - $382K
|
75.2K
$4.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.1K+ 28.94% |
$347K - $378K
|
22.7K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.04K+ 15.01% |
$342K - $373K
|
38.6K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 101.46% |
$340K - $371K
|
9.94K
$651K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.01K+ 3.62% |
$340K - $371K
|
143K
$9.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.99KNew |
$339K - $370K
|
4.99K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.79K+ 122.28% |
$325K - $355K
|
8.71K
$570K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.79K+ 35.72% |
$325K - $355K
|
18.2K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.64KNew |
$315K - $344K
|
4.64K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.63K+ 6.62% |
$315K - $344K
|
74.6K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.55K+ 3.83% |
$309K - $337K
|
123K
$8.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Scp Investment, LP
|
BUY
|
- |
4.5K+ 18.52% |
$306K - $334K
|
28.8K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4.39K+ 2.88% |
$298K - $326K
|
157K
$10.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.36K+ 9.02% |
$296K - $323K
|
52.7K
$3.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.27K+ 8.82% |
$290K - $317K
|
52.7K
$3.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.25K+ 20.13% |
$289K - $316K
|
25.4K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.23K+ 61.37% |
$288K - $314K
|
11.1K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.23KNew |
$287K - $314K
|
4.23K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.22K+ 34.03% |
$287K - $313K
|
16.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.13KNew |
$281K - $306K
|
4.13K
$270K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.11K+ 137.46% |
$279K - $305K
|
7.1K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.08K+ 3.39% |
$277K - $303K
|
124K
$8.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
4.05K+ 18.48% |
$275K - $300K
|
25.9K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 50.33% |
$273K - $298K
|
12K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4K+ 30.74% |
$272K - $297K
|
17K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.94KNew |
$268K - $292K
|
3.94K
$258K
|