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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 6.03% |
$8.97K - $22.3K
|
6.24K
$383K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-402- 20.69% |
$9.01K - $22.4K
|
1.54K
$94.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-413- 4.14% |
$9.26K - $23K
|
9.57K
$587K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-422- 2.51% |
$9.46K - $23.5K
|
16.4K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-437- 9.3% |
$9.8K - $24.3K
|
4.26K
$261K
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-450- 2.6% |
$10.1K - $25K
|
16.8K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-459- 5.04% |
$10.3K - $25.5K
|
8.64K
$530K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-469- 8.05% |
$10.5K - $26.1K
|
5.36K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-500- 8.2% |
$11.2K - $27.8K
|
5.6K
$344K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-500- 62.5% |
$11.2K - $27.8K
|
300
$18.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 57.94% |
$11.2K - $27.8K
|
363
$22.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 5.72% |
$11.2K - $27.8K
|
8.24K
$506K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-503- 7.0% |
$11.3K - $28K
|
6.68K
$410K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-504- 17.28% |
$11.3K - $28.1K
|
2.41K
$148K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-510- 2.07% |
$11.4K - $28.4K
|
24.1K
$1.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-528- 13.6% |
$11.8K - $29.4K
|
3.36K
$206K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-530- 11.5% |
$11.9K - $29.5K
|
4.08K
$250K
|
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
SELL
|
- |
-548- 0.95% |
$12.3K - $30.5K
|
57K
$3.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-562- 2.02% |
$12.6K - $31.3K
|
27.3K
$1.67M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-581- 0.84% |
$13K - $32.3K
|
68.2K
$4.19M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-583- 10.62% |
$13.1K - $32.4K
|
4.91K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-600- 6.31% |
$13.5K - $33.4K
|
8.92K
$547K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-600- 12.47% |
$13.5K - $33.4K
|
4.21K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-601- 1.84% |
$13.5K - $33.5K
|
32.1K
$1.97M
|
|
|
Oct 06, 2022
Q3 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-603- 7.81% |
$13.5K - $33.6K
|
7.12K
$437K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-617- 15.99% |
$13.8K - $34.3K
|
3.24K
$199K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-622- 7.82% |
$13.9K - $34.6K
|
7.33K
$450K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-644- 2.87% |
$14.4K - $35.8K
|
21.8K
$1.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-647- 6.08% |
$14.5K - $36K
|
9.99K
$613K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-648- 4.87% |
$14.5K - $36.1K
|
12.7K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-655- 5.03% |
$14.7K - $36.5K
|
12.4K
$759K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-670- 7.04% |
$15K - $37.3K
|
8.84K
$543K
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-680- 3.03% |
$15.2K - $37.8K
|
21.8K
$1.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-715- 5.69% |
$16K - $39.8K
|
11.9K
$727K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-721- 13.46% |
$16.2K - $40.1K
|
4.64K
$284K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-748- 2.69% |
$16.8K - $41.6K
|
27.1K
$1.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-755- 4.7% |
$16.9K - $42K
|
15.3K
$940K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-784- 3.08% |
$17.6K - $43.6K
|
24.7K
$1.51M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-809- 71.72% |
$18.1K - $45K
|
319
$19.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-814- 11.14% |
$18.2K - $45.3K
|
6.5K
$399K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-818- 2.96% |
$18.3K - $45.5K
|
26.9K
$1.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-837- 4.17% |
$18.8K - $46.6K
|
19.2K
$1.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-852- 11.51% |
$19.1K - $47.4K
|
6.55K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-874- 0.22% |
$19.6K - $48.6K
|
393K
$24.1M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-891- 3.27% |
$20K - $49.6K
|
26.3K
$1.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-900- 10.74% |
$20.2K - $50.1K
|
7.48K
$459K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-905- 10.63% |
$20.3K - $50.4K
|
7.61K
$467K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-913- 70.5% |
$20.5K - $50.8K
|
382
$23.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-927- 15.21% |
$20.8K - $51.6K
|
5.17K
$317K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-935- 3.32% |
$21K - $52K
|
27.2K
$1.67M
|