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 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.98KNew |
$202K - $221K
|
2.98K
$194K
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.98KNew |
$202K - $221K
|
2.98K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.97KNew |
$202K - $220K
|
2.97K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.97KNew |
$202K - $220K
|
2.97K
$193K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.97KNew |
$201K - $220K
|
2.97K
$193K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.96KNew |
$201K - $220K
|
2.96K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.95KNew |
$200K - $219K
|
2.95K
$192K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.93KNew |
$199K - $217K
|
2.93K
$191K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.9KNew |
$197K - $215K
|
2.9K
$189K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.88K+ 5.18% |
$196K - $214K
|
58.4K
$3.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.88K+ 18.52% |
$196K - $214K
|
18.4K
$1.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$195K - $213K
|
2.88K
$187K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.87KNew |
$195K - $213K
|
2.87K
$187K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.85KNew |
$194K - $212K
|
2.85K
$186K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.84KNew |
$193K - $211K
|
2.84K
$185K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.84KNew |
$193K - $211K
|
2.84K
$185K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.82KNew |
$192K - $209K
|
2.82K
$184K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.82K+ 5.65% |
$192K - $209K
|
52.7K
$3.43M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.82KNew |
$191K - $209K
|
2.82K
$184K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.81K+ 2.15% |
$191K - $208K
|
133K
$8.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.8K+ 49.64% |
$190K - $208K
|
8.44K
$550K
|
|
|
Aug 07, 2024
Q2 2024
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
2.8K+ 3.24% |
$190K - $208K
|
89.2K
$5.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.8K+ 4.18% |
$190K - $207K
|
69.7K
$4.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.77KNew |
$188K - $206K
|
2.77K
$181K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.77KNew |
$188K - $206K
|
2.77K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.76KNew |
$187K - $205K
|
2.76K
$180K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.74K+ 25.26% |
$186K - $203K
|
13.6K
$886K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.74K+ 31.47% |
$186K - $203K
|
11.4K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.72K+ 3.85% |
$185K - $202K
|
73.5K
$4.79M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.72K+ 66.87% |
$185K - $202K
|
6.78K
$442K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.68K+ 29.22% |
$182K - $198K
|
11.8K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.58K+ 13.78% |
$175K - $191K
|
21.3K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.56K+ 31.93% |
$174K - $190K
|
10.6K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 14.21% |
$174K - $190K
|
20.5K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.44K+ 62.61% |
$165K - $181K
|
6.33K
$412K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.41K+ 69.38% |
$164K - $179K
|
5.88K
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.4K+ 58.34% |
$163K - $178K
|
6.51K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.4K+ 24.56% |
$163K - $178K
|
12.2K
$792K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2.35K+ 4.89% |
$159K - $174K
|
50.3K
$3.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.32K+ 4.92% |
$158K - $172K
|
49.5K
$3.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 7.1% |
$156K - $170K
|
34.6K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.29K+ 0.8% |
$155K - $169K
|
288K
$18.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 4.07% |
$148K - $161K
|
55.6K
$3.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.16K+ 10.49% |
$147K - $160K
|
22.8K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.11K+ 13.78% |
$143K - $156K
|
17.4K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.09K+ 13.4% |
$142K - $155K
|
17.6K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 5.83% |
$138K - $151K
|
36.9K
$2.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
2KNew |
$136K - $148K
|
2K
$130K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2K+ 42.88% |
$136K - $148K
|
6.66K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.97K+ 16.11% |
$133K - $146K
|
14.2K
$923K
|