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
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
853+ 7.22% |
$19.1K - $47.5K
|
12.7K
$778K
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
852+ 21.62% |
$19.1K - $47.4K
|
4.79K
$294K
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
848+ 4.28% |
$19K - $47.2K
|
20.7K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
843+ 0.93% |
$18.9K - $46.9K
|
91.1K
$5.6M
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 4.1% |
$17.9K - $44.5K
|
20.3K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
794+ 6.23% |
$17.8K - $44.2K
|
13.5K
$832K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
780New |
$17.5K - $43.4K
|
780
$47.9K
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
740+ 5.82% |
$16.6K - $41.2K
|
13.5K
$827K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
726New |
$16.3K - $40.4K
|
726
$44.6K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
724+ 16.16% |
$16.2K - $40.3K
|
5.2K
$320K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
720New |
$16.1K - $40.1K
|
720
$44.2K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
711+ 1.01% |
$15.9K - $39.6K
|
71.2K
$4.37M
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
705+ 2.59% |
$15.8K - $39.2K
|
27.9K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
688+ 6.29% |
$15.4K - $38.3K
|
11.6K
$714K
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
BUY
|
- |
675+ 4.06% |
$15.1K - $37.6K
|
17.3K
$1.06M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
666+ 10.34% |
$14.9K - $37.1K
|
7.11K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
630New |
$14.1K - $35.1K
|
630
$38.7K
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
591+ 3.6% |
$13.3K - $32.9K
|
17K
$1.04M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
551+ 7.29% |
$12.4K - $30.7K
|
8.11K
$498K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
550New |
$12.3K - $30.6K
|
550
$33.8K
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
526+ 4.96% |
$11.8K - $29.3K
|
11.1K
$684K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
506+ 6.57% |
$11.3K - $28.2K
|
8.21K
$504K
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
500+ 4.3% |
$11.2K - $27.8K
|
12.1K
$744K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
500+ 87.87% |
$11.2K - $27.8K
|
1.07K
$65.7K
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
500+ 11.36% |
$11.2K - $27.8K
|
4.9K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
500New |
$11.2K - $27.8K
|
500
$30.7K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
488+ 0.23% |
$10.9K - $27.2K
|
211K
$13M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
484+ 10.39% |
$10.9K - $26.9K
|
5.14K
$316K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
482New |
$10.8K - $26.8K
|
482
$29.6K
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
480+ 0.35% |
$10.8K - $26.7K
|
139K
$8.53M
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
478+ 0.86% |
$10.7K - $26.6K
|
56.1K
$3.45M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
475+ 1.75% |
$10.6K - $26.4K
|
27.6K
$1.7M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
474+ 2.67% |
$10.6K - $26.4K
|
18.2K
$1.12M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
454+ 4.97% |
$10.2K - $25.3K
|
9.59K
$589K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
443+ 10.09% |
$9.93K - $24.7K
|
4.83K
$297K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
432+ 9.67% |
$9.69K - $24K
|
4.9K
$301K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
432New |
$9.69K - $24K
|
432
$26.5K
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
431+ 5.18% |
$9.66K - $24K
|
8.76K
$538K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
426+ 31.86% |
$9.55K - $23.7K
|
1.76K
$108K
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
420New |
$9.42K - $23.4K
|
420
$25.8K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
410+ 6.58% |
$9.19K - $22.8K
|
6.64K
$408K
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
404+ 2.19% |
$9.06K - $22.5K
|
18.8K
$1.16M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
401+ 15.83% |
$8.99K - $22.3K
|
2.93K
$180K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
393+ 4.7% |
$8.81K - $21.9K
|
8.76K
$538K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
393+ 2.82% |
$8.81K - $21.9K
|
14.3K
$880K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
376+ 17.36% |
$8.43K - $20.9K
|
2.54K
$156K
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
375+ 4.7% |
$8.41K - $20.9K
|
8.35K
$513K
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
367+ 4.18% |
$8.23K - $20.4K
|
9.16K
$563K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
362+ 2.1% |
$8.12K - $20.1K
|
17.6K
$1.08M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
350+ 2.96% |
$7.85K - $19.5K
|
12.2K
$748K
|