Purchases and Sales Made in Q3 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q3 2023. 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 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
110+ 1.73% |
$6.44K - $7.24K
|
6.46K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
109+ 21.41% |
$6.38K - $7.17K
|
618
$40.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
102+ 1.03% |
$5.97K - $6.71K
|
10.1K
$658K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
102+ 42.68% |
$5.97K - $6.71K
|
341
$22.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
102+ 0.4% |
$5.97K - $6.71K
|
25.7K
$1.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 66.67% |
$5.85K - $6.58K
|
250
$16.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
100+ 2.6% |
$5.85K - $6.58K
|
3.95K
$259K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94+ 1.74% |
$5.5K - $6.19K
|
5.49K
$360K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
94New |
$5.5K - $6.19K
|
94
$6.15K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
91+ 1.01% |
$5.33K - $5.99K
|
9.12K
$597K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 1.71% |
$5.33K - $5.99K
|
5.41K
$354K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
90New |
$5.27K - $5.92K
|
90
$5.89K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
89+ 1.94% |
$5.21K - $5.86K
|
4.67K
$306K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
89+ 2.59% |
$5.21K - $5.86K
|
3.53K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
89+ 6.33% |
$5.21K - $5.86K
|
1.5K
$97.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
88+ 1.74% |
$5.15K - $5.79K
|
5.13K
$336K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 0.45% |
$5.09K - $5.73K
|
19.3K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
84+ 3.32% |
$4.92K - $5.53K
|
2.62K
$171K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
84+ 29.27% |
$4.92K - $5.53K
|
371
$24.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
84+ 0.63% |
$4.92K - $5.53K
|
13.3K
$872K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
83New |
$4.86K - $5.46K
|
83
$5.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
83New |
$4.86K - $5.46K
|
83
$5.43K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
80+ 1.29% |
$4.68K - $5.27K
|
6.28K
$411K
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
76+ 2.19% |
$4.45K - $5K
|
3.54K
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
72+ 1.99% |
$4.21K - $4.74K
|
3.7K
$242K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 1.66% |
$4.16K - $4.67K
|
4.35K
$285K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
70+ 1.03% |
$4.1K - $4.61K
|
6.84K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
70+ 0.13% |
$4.1K - $4.61K
|
54.6K
$3.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
68+ 1.85% |
$3.98K - $4.48K
|
3.74K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
68+ 29.96% |
$3.98K - $4.48K
|
295
$19.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
66+ 0.19% |
$3.86K - $4.34K
|
35K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
65+ 0.02% |
$3.8K - $4.28K
|
401K
$26.3M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
64+ 0.56% |
$3.75K - $4.21K
|
11.6K
$759K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63+ 0.87% |
$3.69K - $4.15K
|
7.33K
$480K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62New |
$3.63K - $4.08K
|
62
$4.06K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
60+ 1.6% |
$3.51K - $3.95K
|
3.81K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
60+ 0.49% |
$3.51K - $3.95K
|
12.3K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
58+ 0.22% |
$3.39K - $3.82K
|
26.1K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
57+ 1.13% |
$3.34K - $3.75K
|
5.11K
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
56+ 1.27% |
$3.28K - $3.69K
|
4.46K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
55+ 0.81% |
$3.22K - $3.62K
|
6.88K
$451K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54+ 600.0% |
$3.16K - $3.55K
|
63
$4.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
53+ 1.34% |
$3.1K - $3.49K
|
4.02K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
51+ 3.32% |
$2.99K - $3.36K
|
1.59K
$104K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
48+ 0.82% |
$2.81K - $3.16K
|
5.91K
$387K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 1.75% |
$2.81K - $3.16K
|
2.8K
$183K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
42+ 0.2% |
$2.46K - $2.76K
|
20.8K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
40+ 0.94% |
$2.34K - $2.63K
|
4.29K
$281K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
37+ 1.93% |
$2.17K - $2.44K
|
1.96K
$128K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37+ 9.89% |
$2.17K - $2.44K
|
411
$26.9K
|