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 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
4.05K+ 18.48% |
$275K - $300K
|
25.9K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 50.33% |
$273K - $298K
|
12K
$781K
|
|
|
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
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.92KNew |
$267K - $291K
|
3.92K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.91K+ 107.09% |
$266K - $290K
|
7.57K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.9KNew |
$265K - $290K
|
3.9K
$254K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.89KNew |
$264K - $289K
|
3.89K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.87KNew |
$263K - $287K
|
3.87K
$252K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
3.87K+ 2.85% |
$263K - $287K
|
139K
$9.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.85KNew |
$262K - $286K
|
3.85K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.85K+ 1.17% |
$261K - $285K
|
334K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.83KNew |
$260K - $284K
|
3.83K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
3.77K+ 23.17% |
$256K - $279K
|
20K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 44.01% |
$256K - $279K
|
12.3K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$255K - $279K
|
3.76K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.75K+ 13.71% |
$255K - $278K
|
31.1K
$2.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 0.86% |
$246K - $269K
|
426K
$27.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.61KNew |
$245K - $268K
|
3.61K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.58K+ 4.23% |
$243K - $266K
|
88.3K
$5.75M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.54K+ 29.26% |
$241K - $263K
|
15.7K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.48K+ 36.3% |
$236K - $258K
|
13.1K
$852K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
3.43KNew |
$233K - $254K
|
3.43K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.43KNew |
$233K - $254K
|
3.43K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.43KNew |
$233K - $254K
|
3.43K
$223K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
3.42K+ 3.23% |
$232K - $254K
|
109K
$7.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.37K+ 1.67% |
$229K - $250K
|
205K
$13.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.37KNew |
$229K - $250K
|
3.37K
$219K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.36K+ 6.86% |
$228K - $249K
|
52.4K
$3.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
3.3KNew |
$224K - $245K
|
3.3K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.29K+ 16.93% |
$223K - $244K
|
22.7K
$1.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
3.28K+ 27.71% |
$223K - $243K
|
15.1K
$984K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
3.26KNew |
$222K - $242K
|
3.26K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.19KNew |
$216K - $236K
|
3.19K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.17K+ 8.42% |
$215K - $235K
|
40.8K
$2.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.14K+ 9.83% |
$213K - $233K
|
35.1K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.13KNew |
$213K - $232K
|
3.13K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.13K+ 4.87% |
$212K - $232K
|
67.4K
$4.39M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
3.1KNew |
$210K - $230K
|
3.1K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.1K+ 2.55% |
$210K - $230K
|
125K
$8.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.08KNew |
$209K - $228K
|
3.08K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.05KNew |
$207K - $226K
|
3.05K
$199K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.04KNew |
$206K - $225K
|
3.04K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.04KNew |
$206K - $225K
|
3.04K
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
3.03KNew |
$206K - $225K
|
3.03K
$197K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
3.02KNew |
$205K - $224K
|
3.02K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3KNew |
$204K - $223K
|
3K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3KNew |
$204K - $223K
|
3K
$196K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.99KNew |
$203K - $222K
|
2.99K
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.98KNew |
$202K - $221K
|
2.98K
$194K
|