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 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-963- 4.59% |
$21.6K - $53.6K
|
20K
$1.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-968- 1.44% |
$21.7K - $53.9K
|
66.3K
$4.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-975- 8.26% |
$21.9K - $54.3K
|
10.8K
$664K
|
|
|
Oct 18, 2022
Q3 2022
|
Coerente Capital Management
|
SELL
|
- |
-1K- 2.4% |
$22.4K - $55.7K
|
40.6K
$2.49M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1K- 11.69% |
$22.4K - $55.7K
|
7.55K
$463K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 0.98% |
$22.6K - $56.2K
|
102K
$6.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.01K- 7.7% |
$22.6K - $56.2K
|
12.1K
$743K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.03K- 5.49% |
$23.2K - $57.6K
|
17.8K
$1.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.04K- 4.27% |
$23.3K - $57.9K
|
23.3K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 43.3% |
$23.5K - $58.4K
|
1.38K
$84.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.05K- 17.48% |
$23.5K - $58.4K
|
4.96K
$304K
|
|
|
Nov 15, 2022
Q3 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.07K- 8.03% |
$23.9K - $59.3K
|
12.2K
$749K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.08K- 5.73% |
$24.2K - $60.2K
|
17.8K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.09K- 11.83% |
$24.5K - $60.9K
|
8.15K
$500K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.12K- 1.73% |
$25K - $62.2K
|
63.5K
$3.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.14K- 18.16% |
$25.5K - $63.2K
|
5.12K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.15K- 7.91% |
$25.7K - $63.8K
|
13.3K
$819K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.18K- 8.69% |
$26.4K - $65.5K
|
12.4K
$758K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.18K- 20.55% |
$26.5K - $65.9K
|
4.58K
$281K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.2K- 13.37% |
$26.9K - $66.8K
|
7.78K
$477K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.21K- 8.71% |
$27.2K - $67.4K
|
12.7K
$779K
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 4.67% |
$27.5K - $68.3K
|
25.1K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.23K- 10.34% |
$27.6K - $68.4K
|
10.7K
$654K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.23K- 14.43% |
$27.7K - $68.7K
|
7.32K
$449K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.24K- 3.89% |
$27.7K - $68.8K
|
30.5K
$1.87M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.24K- 3.89% |
$27.7K - $68.8K
|
30.5K
$1.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.3K- 4.81% |
$29.1K - $72.4K
|
25.7K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.34K- 8.78% |
$29.9K - $74.3K
|
13.9K
$851K
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.36K- 2.66% |
$30.4K - $75.4K
|
49.7K
$3.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.39K- 15.08% |
$31.3K - $77.6K
|
7.85K
$482K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-1.41K- 17.37% |
$31.6K - $78.5K
|
6.71K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.42K- 1.57% |
$31.8K - $79K
|
89.2K
$5.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.44K- 4.88% |
$32.4K - $80.4K
|
28.2K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.45K- 8.15% |
$32.5K - $80.7K
|
16.3K
$1M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.46K- 10.1% |
$32.8K - $81.5K
|
13K
$800K
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.47K- 13.44% |
$33K - $81.8K
|
9.47K
$581K
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.48K- 0.97% |
$33.2K - $82.4K
|
151K
$9.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.5K- 5.37% |
$33.7K - $83.7K
|
26.5K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.55K- 0.35% |
$34.7K - $86.2K
|
439K
$26.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.6K- 4.69% |
$35.8K - $88.9K
|
32.5K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.6K- 2.13% |
$35.9K - $89.1K
|
73.6K
$4.52M
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.7K- 4.58% |
$38.1K - $94.6K
|
35.4K
$2.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.7K- 9.23% |
$38.1K - $94.7K
|
16.7K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.75K- 11.19% |
$39.1K - $97.1K
|
13.8K
$850K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.8K- 16.38% |
$40.3K - $100K
|
9.18K
$563K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.81K- 0.22% |
$40.6K - $101K
|
835K
$51.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-1.82K- 4.45% |
$40.8K - $101K
|
39K
$2.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.89K- 20.67% |
$42.3K - $105K
|
7.24K
$444K
|
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-1.91K- 4.36% |
$42.8K - $106K
|
42K
$2.57M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 9.55% |
$42.9K - $106K
|
18.1K
$1.11M
|