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 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.01K+ 35.59% |
$45K - $112K
|
7.65K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2K+ 8.16% |
$44.8K - $111K
|
26.5K
$1.63M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.96K+ 3.78% |
$44K - $109K
|
53.9K
$3.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.96K+ 6.59% |
$43.9K - $109K
|
31.7K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.95K+ 2.49% |
$43.6K - $108K
|
80K
$4.91M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.93K+ 45.51% |
$43.2K - $107K
|
6.16K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.92K+ 34.51% |
$43K - $107K
|
7.48K
$460K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
1.91K+ 41.8% |
$42.8K - $106K
|
6.48K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.87KNew |
$41.9K - $104K
|
1.87K
$115K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.86K+ 35.88% |
$41.8K - $104K
|
7.06K
$434K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.85K+ 9.85% |
$41.5K - $103K
|
20.6K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.7K+ 2.28% |
$38.1K - $94.6K
|
76.2K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.67K+ 1.37% |
$37.4K - $92.7K
|
123K
$7.56M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.66K+ 2.53% |
$37.3K - $92.5K
|
67.4K
$4.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.65K+ 4.28% |
$37K - $91.8K
|
40.2K
$2.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.65K+ 19.84% |
$36.9K - $91.7K
|
9.95K
$611K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.64K+ 2.74% |
$36.8K - $91.3K
|
61.5K
$3.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.58K+ 6.39% |
$35.3K - $87.7K
|
26.2K
$1.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.57K+ 8.38% |
$35.2K - $87.3K
|
20.3K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.55K+ 14.41% |
$34.8K - $86.3K
|
12.3K
$756K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.53K+ 21.31% |
$34.4K - $85.3K
|
8.73K
$536K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.52K+ 20.66% |
$34.1K - $84.5K
|
8.87K
$545K
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.49K+ 0.9% |
$33.4K - $82.9K
|
167K
$10.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.42K+ 7.11% |
$31.9K - $79.1K
|
21.4K
$1.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 23.74% |
$31.4K - $77.9K
|
7.3K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
BUY
|
- |
1.35K+ 1.33% |
$30.2K - $75.1K
|
103K
$6.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.3KNew |
$29.2K - $72.5K
|
1.3K
$80K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.22K+ 18.59% |
$27.3K - $67.8K
|
7.78K
$478K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.21KNew |
$27.1K - $67.3K
|
1.21K
$74.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.2K+ 19.07% |
$26.9K - $66.8K
|
7.49K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Beddow Capital Management Inc
|
BUY
|
- |
1.2K+ 1.95% |
$26.9K - $66.8K
|
62.9K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.17K+ 10.69% |
$26.3K - $65.3K
|
12.1K
$746K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.17K+ 36.0% |
$26.2K - $65.1K
|
4.42K
$272K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.15K+ 4.9% |
$25.8K - $64.1K
|
24.6K
$1.51M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.14K+ 18.79% |
$25.5K - $63.2K
|
7.18K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.13K+ 28.7% |
$25.3K - $62.9K
|
5.07K
$311K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.04K+ 11.55% |
$23.3K - $57.8K
|
10K
$616K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1K+ 62.47% |
$22.5K - $55.8K
|
2.61K
$160K
|
|
|
Nov 01, 2022
Q3 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 5.88% |
$22.4K - $55.7K
|
18K
$1.11M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
978+ 13.91% |
$21.9K - $54.4K
|
8.01K
$492K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
964+ 9.65% |
$21.6K - $53.7K
|
11K
$673K
|
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
955+ 0.56% |
$21.4K - $53.2K
|
171K
$10.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
934+ 19.2% |
$20.9K - $52K
|
5.8K
$356K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
906+ 18.02% |
$20.3K - $50.4K
|
5.93K
$365K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
900+ 208.33% |
$20.2K - $50.1K
|
1.33K
$81.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
891+ 13.52% |
$20K - $49.6K
|
7.48K
$460K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
880+ 19.19% |
$19.7K - $49K
|
5.47K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
879+ 17.09% |
$19.7K - $48.9K
|
6.02K
$370K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
875+ 37.04% |
$19.6K - $48.7K
|
3.24K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
860+ 2.62% |
$19.3K - $47.9K
|
33.7K
$2.07M
|