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 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
4.34KNew |
$97.3K - $242K
|
4.34K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.33K+ 7.64% |
$97K - $241K
|
61K
$3.75M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.32K+ 10.28% |
$96.9K - $241K
|
46.4K
$2.85M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.32KNew |
$96.7K - $240K
|
4.32K
$265K
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.26K+ 2.43% |
$95.4K - $237K
|
179K
$11M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.25KNew |
$95.3K - $237K
|
4.25K
$261K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.24KNew |
$95.1K - $236K
|
4.24K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.2K+ 9.75% |
$94.1K - $234K
|
47.3K
$2.9M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.19KNew |
$93.9K - $233K
|
4.19K
$257K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.15KNew |
$92.9K - $231K
|
4.15K
$255K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.08KNew |
$91.5K - $227K
|
4.08K
$251K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05KNew |
$90.8K - $225K
|
4.05K
$249K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.03KNew |
$90.4K - $224K
|
4.03K
$248K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.87K+ 13.44% |
$86.8K - $215K
|
32.7K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.87K+ 8.61% |
$86.7K - $215K
|
48.8K
$3M
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
3.85K+ 12.02% |
$86.4K - $214K
|
35.9K
$2.21M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.64K+ 8.34% |
$81.6K - $203K
|
47.3K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 0.9% |
$76.2K - $189K
|
381K
$23.4M
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
BUY
|
- |
3.28K+ 3.02% |
$73.4K - $182K
|
112K
$6.86M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.24KNew |
$72.7K - $181K
|
3.24K
$199K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.18K+ 43.6% |
$71.3K - $177K
|
10.5K
$644K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
3.18K+ 8.51% |
$71.3K - $177K
|
40.5K
$2.49M
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
3.16K+ 5.2% |
$70.9K - $176K
|
64K
$3.93M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.1K+ 23.66% |
$69.5K - $173K
|
16.2K
$995K
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3K+ 15.79% |
$67.3K - $167K
|
22K
$1.35M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.86K+ 14.25% |
$64.2K - $159K
|
23K
$1.41M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.77K+ 13.55% |
$62.1K - $154K
|
23.2K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.74K+ 1.17% |
$61.4K - $152K
|
237K
$14.6M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 44.25% |
$61.4K - $152K
|
8.92K
$548K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.69K+ 2.72% |
$60.2K - $149K
|
102K
$6.24M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.66K+ 8.73% |
$59.6K - $148K
|
33.1K
$2.03M
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.56K+ 6.63% |
$57.3K - $142K
|
41.1K
$2.53M
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.55K+ 17.1% |
$57.1K - $142K
|
17.5K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.54KNew |
$57K - $141K
|
2.54K
$156K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.54K+ 30.78% |
$56.9K - $141K
|
10.8K
$663K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.52K+ 20.76% |
$56.4K - $140K
|
14.6K
$899K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.5K+ 5.56% |
$56.1K - $139K
|
47.6K
$2.92M
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 53.78% |
$55.6K - $138K
|
7.1K
$436K
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
2.47K+ 7.24% |
$55.4K - $137K
|
36.6K
$2.25M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.46K+ 17.24% |
$55.1K - $137K
|
16.7K
$1.03M
|
|
Oct 24, 2022
Q3 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
2.45K+ 2.35% |
$55K - $137K
|
107K
$6.56M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38KNew |
$53.3K - $132K
|
2.38K
$146K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.36K+ 5.33% |
$52.8K - $131K
|
46.5K
$2.86M
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.28K+ 12.5% |
$51.1K - $127K
|
20.5K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.27K+ 19.39% |
$50.8K - $126K
|
14K
$858K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.25K+ 5.9% |
$50.3K - $125K
|
40.3K
$2.47M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.11K+ 30.05% |
$47.3K - $117K
|
9.12K
$561K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.09K+ 1.12% |
$46.9K - $116K
|
188K
$11.6M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.07K+ 4.6% |
$46.3K - $115K
|
47K
$2.89M
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
2.05K+ 6.96% |
$46K - $114K
|
31.5K
$1.94M
|