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 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.96K+ 5.0% |
$133K - $146K
|
41.2K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.9K+ 117.94% |
$129K - $141K
|
3.51K
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.89K+ 9.51% |
$128K - $140K
|
21.8K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 10.91% |
$127K - $139K
|
19.1K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.85KNew |
$125K - $137K
|
1.85K
$120K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1.81K+ 9.4% |
$123K - $134K
|
21.1K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.72K+ 6.88% |
$117K - $128K
|
26.7K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.71K+ 2.13% |
$116K - $127K
|
82K
$5.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.68KNew |
$114K - $125K
|
1.68K
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.65K+ 36.97% |
$112K - $123K
|
6.12K
$399K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.64K+ 1.7% |
$112K - $122K
|
98.2K
$6.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 22.8% |
$110K - $120K
|
8.69K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.6K+ 24.5% |
$109K - $119K
|
8.15K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.6K+ 7.27% |
$109K - $119K
|
23.6K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.59K+ 14.72% |
$108K - $118K
|
12.4K
$809K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.58K+ 6.68% |
$107K - $117K
|
25.2K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.56K+ 3.86% |
$106K - $116K
|
42K
$2.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.55K+ 18.26% |
$106K - $115K
|
10.1K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 3.88% |
$105K - $115K
|
41.6K
$2.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.54K+ 5.93% |
$104K - $114K
|
27.4K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.53K+ 4.47% |
$104K - $113K
|
35.6K
$2.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.5K+ 3.21% |
$102K - $111K
|
48.3K
$3.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5K+ 29.79% |
$102K - $111K
|
6.54K
$426K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.5K+ 32.64% |
$102K - $111K
|
6.1K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.45K+ 2.65% |
$98.5K - $108K
|
56.2K
$3.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 13.25% |
$96.2K - $105K
|
12.1K
$789K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.41K+ 31.79% |
$95.8K - $105K
|
5.85K
$381K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.4K+ 432.72% |
$95.2K - $104K
|
1.73K
$112K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.4K+ 41.64% |
$95.2K - $104K
|
4.77K
$311K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 7.54% |
$93.6K - $102K
|
19.7K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.38K+ 42.13% |
$93.4K - $102K
|
4.64K
$302K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.37K+ 25.94% |
$92.8K - $101K
|
6.64K
$432K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 218.39% |
$90.3K - $98.6K
|
1.94K
$126K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3K+ 12.97% |
$88.5K - $96.6K
|
11.3K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.3K+ 12.43% |
$88.3K - $96.4K
|
11.8K
$766K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.3K+ 35.92% |
$88.2K - $96.3K
|
4.92K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.28KNew |
$87K - $95K
|
1.28K
$83.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.28K+ 18.93% |
$86.6K - $94.6K
|
8.01K
$522K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 18.98% |
$86.1K - $94K
|
7.95K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.26K+ 28.01% |
$85.6K - $93.5K
|
5.76K
$375K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.26K+ 1.9% |
$85.3K - $93.2K
|
67.2K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.24K+ 25.99% |
$84.4K - $92.2K
|
6.03K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.23K+ 24.79% |
$83.4K - $91.1K
|
6.18K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.2K+ 26.09% |
$81.5K - $89K
|
5.8K
$378K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.13K+ 5.8% |
$76.9K - $84K
|
20.6K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.12K+ 1.2% |
$76.1K - $83.1K
|
94.2K
$6.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 3.68% |
$75.7K - $82.6K
|
31.4K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.11K+ 1.32% |
$75.3K - $82.3K
|
85.4K
$5.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.08K+ 8.0% |
$73.6K - $80.4K
|
14.6K
$953K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 3.11% |
$73.6K - $80.3K
|
35.9K
$2.34M
|