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 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
128New |
$2.87K - $7.12K
|
128
$7.86K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
123+ 2.38% |
$2.76K - $6.85K
|
5.28K
$325K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
116+ 0.57% |
$2.6K - $6.46K
|
20.5K
$1.26M
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
112+ 1.74% |
$2.51K - $6.23K
|
6.56K
$403K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
102+ 5.96% |
$2.29K - $5.68K
|
1.81K
$111K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
101+ 1.88% |
$2.26K - $5.62K
|
5.48K
$337K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
101+ 1.88% |
$2.26K - $5.62K
|
5.48K
$337K
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
100+ 2.18% |
$2.24K - $5.57K
|
4.69K
$288K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
100+ 1.11% |
$2.24K - $5.57K
|
9.07K
$557K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
100+ 2.27% |
$2.24K - $5.57K
|
4.51K
$277K
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
100+ 1.05% |
$2.24K - $5.57K
|
9.67K
$594K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
100+ 2.44% |
$2.24K - $5.57K
|
4.2K
$258K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
97+ 2.28% |
$2.17K - $5.4K
|
4.35K
$267K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
96+ 36.92% |
$2.15K - $5.34K
|
356
$21.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
89+ 12.4% |
$2K - $4.95K
|
807
$49.6K
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
89+ 1.71% |
$2K - $4.95K
|
5.3K
$326K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
88+ 0.39% |
$1.97K - $4.9K
|
22.6K
$1.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
88+ 1.32% |
$1.97K - $4.9K
|
6.78K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
86+ 0.26% |
$1.93K - $4.79K
|
33.5K
$2.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84+ 8.92% |
$1.88K - $4.68K
|
1.03K
$63K
|
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
82+ 0.94% |
$1.84K - $4.56K
|
8.78K
$539K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
80+ 31.01% |
$1.79K - $4.45K
|
338
$20.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
80+ 0.19% |
$1.79K - $4.45K
|
42.2K
$2.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
74+ 0.53% |
$1.66K - $4.12K
|
14.1K
$866K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
73+ 1.05% |
$1.64K - $4.06K
|
7.05K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
71+ 0.33% |
$1.59K - $3.95K
|
21.7K
$1.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
70+ 29.17% |
$1.57K - $3.9K
|
310
$19K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
61+ 8.83% |
$1.37K - $3.4K
|
752
$46.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
60+ 1.15% |
$1.35K - $3.34K
|
5.29K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
60+ 0.31% |
$1.35K - $3.34K
|
19.5K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
56+ 0.78% |
$1.26K - $3.12K
|
7.19K
$442K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.83% |
$1.21K - $3.01K
|
6.58K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
53+ 0.94% |
$1.19K - $2.95K
|
5.7K
$350K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
53+ 1.11% |
$1.19K - $2.95K
|
4.84K
$297K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$1.12K - $2.78K
|
50
$3.07K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
49+ 0.43% |
$1.1K - $2.73K
|
11.5K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
46+ 1.38% |
$1.03K - $2.56K
|
3.38K
$208K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
42+ 1.93% |
$942 - $2.34K
|
2.22K
$136K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
41+ 0.89% |
$919 - $2.28K
|
4.64K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.3% |
$919 - $2.28K
|
13.5K
$831K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
41+ 0.49% |
$919 - $2.28K
|
8.49K
$522K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
35+ 2.41% |
$785 - $1.95K
|
1.49K
$91.2K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.49% |
$740 - $1.84K
|
6.83K
$420K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
30+ 5.0% |
$673 - $1.67K
|
630
$38.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
29+ 1.63% |
$650 - $1.61K
|
1.81K
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
28+ 0.18% |
$628 - $1.56K
|
16K
$981K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 15.82% |
$561 - $1.39K
|
183
$11.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
25+ 0.1% |
$561 - $1.39K
|
25.7K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
24+ 16.33% |
$538 - $1.34K
|
171
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.25% |
$493 - $1.22K
|
8.99K
$552K
|