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 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 6.94% |
$298K - $739K
|
205K
$12.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
12.9KNew |
$290K - $720K
|
12.9K
$794K
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
12.6K+ 319.8% |
$284K - $704K
|
16.6K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
12.6KNew |
$282K - $699K
|
12.6K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 18.24% |
$278K - $689K
|
80.2K
$4.93M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
12.3K+ 12.49% |
$275K - $683K
|
110K
$6.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12.1KNew |
$272K - $675K
|
12.1K
$745K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
12.1K+ 42.62% |
$271K - $672K
|
40.4K
$2.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
12K+ 203.49% |
$269K - $669K
|
17.9K
$1.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
12K+ 45.57% |
$268K - $666K
|
38.2K
$2.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.9K+ 25.64% |
$268K - $665K
|
58.5K
$3.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
11.6KNew |
$261K - $647K
|
11.6K
$714K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.6K+ 596.7% |
$259K - $644K
|
13.5K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$258K - $640K
|
11.5K
$707K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
11.5KNew |
$257K - $638K
|
11.5K
$705K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
11.1KNew |
$248K - $615K
|
11.1K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
10.9K+ 26.46% |
$244K - $606K
|
52.1K
$3.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 7.21% |
$234K - $581K
|
155K
$9.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 19.43% |
$229K - $569K
|
62.9K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2K+ 105.5% |
$229K - $569K
|
19.9K
$1.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10K+ 32.86% |
$225K - $558K
|
40.5K
$2.49M
|
|
|
Oct 12, 2022
Q3 2022
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 21.74% |
$224K - $557K
|
56K
$3.44M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
9.84KNew |
$221K - $548K
|
9.84K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.75KNew |
$219K - $543K
|
9.75K
$599K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.67K+ 5.72% |
$217K - $538K
|
179K
$11M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.55KNew |
$214K - $532K
|
9.55K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.53K+ 70.36% |
$214K - $530K
|
23.1K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9.46K+ 3.33% |
$212K - $526K
|
293K
$18M
|
|
|
Nov 10, 2022
Q3 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
9.44KNew |
$212K - $525K
|
9.44K
$580K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
9.1K+ 61.07% |
$204K - $507K
|
24K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.94K+ 226.84% |
$200K - $498K
|
12.9K
$792K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
8.76K+ 12.25% |
$196K - $487K
|
80.2K
$4.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.54K+ 12.24% |
$191K - $475K
|
78.3K
$4.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.44K+ 81.71% |
$189K - $470K
|
18.8K
$1.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.38KNew |
$188K - $466K
|
8.38K
$515K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.34K+ 7.83% |
$187K - $464K
|
115K
$7.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.21KNew |
$184K - $457K
|
8.21K
$505K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.18KNew |
$183K - $455K
|
8.18K
$503K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
8.17K+ 18.3% |
$183K - $455K
|
52.8K
$3.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
8.08KNew |
$181K - $449K
|
8.08K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
8.06K+ 3.59% |
$181K - $449K
|
233K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7.69KNew |
$172K - $428K
|
7.69K
$473K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.31KNew |
$164K - $407K
|
7.31K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.28K+ 10.52% |
$163K - $405K
|
76.5K
$4.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
7.2K+ 9.28% |
$162K - $401K
|
84.8K
$5.21M
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
BUY
|
- |
7.17K+ 12.5% |
$161K - $399K
|
64.5K
$3.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.99K+ 17.49% |
$157K - $389K
|
47K
$2.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.85KNew |
$154K - $381K
|
6.85K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
6.74KNew |
$151K - $375K
|
6.74K
$414K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.72K+ 17.2% |
$151K - $374K
|
45.8K
$2.81M
|