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 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
575+ 3.74% |
$39.1K - $42.6K
|
16K
$1.04M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
568+ 378.67% |
$38.6K - $42.1K
|
718
$47K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
549+ 48.63% |
$37.3K - $40.7K
|
1.68K
$110K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
530+ 6.99% |
$36K - $39.3K
|
8.11K
$531K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
507+ 4.88% |
$34.4K - $37.6K
|
10.9K
$713K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
500+ 485.44% |
$34K - $37.1K
|
603
$39.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
500+ 5.4% |
$34K - $37.1K
|
9.76K
$639K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
500New |
$34K - $37.1K
|
500
$32.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
499+ 103.53% |
$33.9K - $37K
|
981
$64.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
498+ 14.74% |
$33.8K - $36.9K
|
3.88K
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
494+ 5.32% |
$33.6K - $36.6K
|
9.77K
$640K
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
489+ 0.46% |
$33.2K - $36.3K
|
106K
$6.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
478New |
$32.5K - $35.5K
|
478
$31.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
475+ 31.48% |
$32.3K - $35.2K
|
1.98K
$130K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
471+ 52.74% |
$32K - $34.9K
|
1.36K
$89.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
460+ 3.51% |
$31.2K - $34.1K
|
13.6K
$888K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
452+ 7.1% |
$30.7K - $33.5K
|
6.82K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
450+ 7.86% |
$30.6K - $33.4K
|
6.18K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
450New |
$30.6K - $33.4K
|
450
$29.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
448+ 4.33% |
$30.4K - $33.2K
|
10.8K
$707K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
447+ 0.96% |
$30.4K - $33.2K
|
47K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
444+ 3.31% |
$30.2K - $32.9K
|
13.8K
$906K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
441+ 7.08% |
$30K - $32.7K
|
6.67K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
436New |
$29.6K - $32.3K
|
436
$28.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
436+ 56.99% |
$29.6K - $32.3K
|
1.2K
$78.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
430+ 3.66% |
$29.2K - $31.9K
|
12.2K
$797K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
429+ 7.65% |
$29.1K - $31.8K
|
6.04K
$395K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
425+ 216.84% |
$28.9K - $31.5K
|
621
$40.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
421+ 14.1% |
$28.6K - $31.2K
|
3.41K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
418+ 2.99% |
$28.4K - $31K
|
14.4K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
415+ 1.77% |
$28.2K - $30.8K
|
23.8K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
414+ 28.32% |
$28.1K - $30.7K
|
1.88K
$123K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
412+ 10.4% |
$28K - $30.6K
|
4.37K
$286K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
403+ 13.11% |
$27.4K - $29.9K
|
3.48K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
400+ 1.96% |
$27.2K - $29.7K
|
20.9K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
395+ 0.59% |
$26.8K - $29.3K
|
67.7K
$4.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
393+ 7.12% |
$26.7K - $29.1K
|
5.92K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
392+ 9.67% |
$26.6K - $29.1K
|
4.45K
$291K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
388+ 34.25% |
$26.4K - $28.8K
|
1.52K
$99.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
387+ 5.13% |
$26.3K - $28.7K
|
7.94K
$520K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
383+ 9.65% |
$26K - $28.4K
|
4.35K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
374+ 3.51% |
$25.4K - $27.7K
|
11K
$721K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
368+ 17.3% |
$25K - $27.3K
|
2.5K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
365+ 0.93% |
$24.8K - $27.1K
|
39.5K
$2.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
363+ 8.02% |
$24.7K - $26.9K
|
4.89K
$320K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
360+ 1.84% |
$24.5K - $26.7K
|
19.9K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
355+ 3.74% |
$24.1K - $26.3K
|
9.86K
$645K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
352+ 0.9% |
$23.9K - $26.1K
|
39.4K
$2.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
352+ 14.56% |
$23.9K - $26.1K
|
2.77K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
350+ 2.74% |
$23.8K - $26K
|
13.1K
$858K
|