Purchases and Sales Made in Q3 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-20- 0.61% |
$448 - $1.11K
|
3.24K
$199K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-23- 0.15% |
$516 - $1.28K
|
15K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-25- 0.34% |
$561 - $1.39K
|
7.33K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 20.16% |
$583 - $1.45K
|
103
$6.32K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.08% |
$605 - $1.5K
|
33.9K
$2.08M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-30- 0.42% |
$673 - $1.67K
|
7.06K
$433K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-30- 12.88% |
$673 - $1.67K
|
203
$12.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-31- 0.22% |
$695 - $1.73K
|
14K
$860K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-31- 2.33% |
$695 - $1.73K
|
1.3K
$79.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-32- 0.74% |
$717 - $1.78K
|
4.31K
$264K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-32- 3.42% |
$717 - $1.78K
|
903
$55.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-32- 0.03% |
$717 - $1.78K
|
99.7K
$6.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-34- 10.97% |
$762 - $1.89K
|
276
$16.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 0.89% |
$785 - $1.95K
|
3.89K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-36- 0.92% |
$807 - $2K
|
3.87K
$238K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-42- 0.3% |
$942 - $2.34K
|
13.8K
$847K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-43- 1.05% |
$964 - $2.39K
|
4.05K
$249K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 8.33% |
$1.12K - $2.78K
|
550
$33.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
SELL
|
- |
-50- 0.78% |
$1.12K - $2.78K
|
6.35K
$389K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-50- 11.68% |
$1.12K - $2.78K
|
378
$23.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-50- 0.98% |
$1.12K - $2.78K
|
5.08K
$311K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 0.29% |
$1.12K - $2.78K
|
17.1K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-51- 0.06% |
$1.14K - $2.84K
|
80.6K
$4.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-53- 0.43% |
$1.19K - $2.95K
|
12.2K
$747K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-61- 11.82% |
$1.37K - $3.4K
|
455
$27.9K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-62- 0.55% |
$1.39K - $3.45K
|
11.3K
$693K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-62Closed |
$1.39K - $3.45K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-65- 0.84% |
$1.46K - $3.62K
|
7.69K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-67- 0.79% |
$1.5K - $3.73K
|
8.38K
$514K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-68- 0.93% |
$1.52K - $3.78K
|
7.24K
$444K
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-68- 0.43% |
$1.52K - $3.78K
|
15.6K
$957K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-78- 13.43% |
$1.75K - $4.34K
|
503
$30.9K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-78- 13.43% |
$1.75K - $4.34K
|
503
$30.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-80- 0.01% |
$1.79K - $4.45K
|
556K
$34.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-80- 0.17% |
$1.79K - $4.45K
|
46.5K
$2.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-84- 1.07% |
$1.88K - $4.68K
|
7.77K
$477K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-100- 0.02% |
$2.24K - $5.57K
|
414K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 1.53% |
$2.24K - $5.57K
|
6.45K
$396K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 8.76% |
$2.24K - $5.57K
|
1.04K
$63.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-100- 1.64% |
$2.24K - $5.57K
|
6.01K
$368K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 1.41% |
$2.24K - $5.57K
|
7.02K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-100- 0.59% |
$2.24K - $5.57K
|
16.8K
$1.03M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-102- 12.14% |
$2.29K - $5.68K
|
738
$45.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-102- 0.81% |
$2.29K - $5.68K
|
12.6K
$771K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-112- 0.08% |
$2.51K - $6.23K
|
139K
$8.55M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-117- 24.74% |
$2.62K - $6.51K
|
356
$21.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-117- 5.8% |
$2.62K - $6.51K
|
1.9K
$117K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-120- 6.48% |
$2.69K - $6.68K
|
1.73K
$106K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-125- 44.64% |
$2.8K - $6.96K
|
155
$9.51K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 6.7% |
$3.36K - $8.35K
|
2.09K
$128K
|