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
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
36+ 0.8% |
$2.11K - $2.37K
|
4.53K
$297K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$1.99K - $2.24K
|
11.2K
$736K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
32+ 4.32% |
$1.87K - $2.11K
|
773
$50.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
28New |
$1.64K - $1.84K
|
28
$1.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.18% |
$1.58K - $1.78K
|
14.7K
$963K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.16% |
$1.52K - $1.71K
|
16.7K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
25+ 0.65% |
$1.46K - $1.65K
|
3.9K
$255K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
24+ 0.51% |
$1.4K - $1.58K
|
4.72K
$309K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
24+ 0.09% |
$1.4K - $1.58K
|
26.6K
$1.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
23+ 0.03% |
$1.35K - $1.51K
|
72.6K
$4.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
23+ 0.26% |
$1.35K - $1.51K
|
8.91K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
23+ 0.13% |
$1.35K - $1.51K
|
17.8K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 1.52% |
$1.23K - $1.38K
|
1.41K
$92.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
21+ 0.15% |
$1.23K - $1.38K
|
14K
$919K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
20+ 0.24% |
$1.17K - $1.32K
|
8.24K
$539K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
20+ 0.27% |
$1.17K - $1.32K
|
7.43K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
20+ 0.2% |
$1.17K - $1.32K
|
9.84K
$644K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
19+ 0.43% |
$1.11K - $1.25K
|
4.44K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.13% |
$1.05K - $1.18K
|
13.8K
$905K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
16+ 0.23% |
$936 - $1.05K
|
6.85K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.21% |
$819 - $921
|
6.63K
$434K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13+ 2.86% |
$761 - $856
|
468
$30.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.16% |
$702 - $790
|
7.6K
$498K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.23% |
$702 - $790
|
5.33K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
12+ 0.17% |
$702 - $790
|
7.11K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
12New |
$702 - $790
|
12
$786
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
10+ 0.01% |
$585 - $658
|
68.4K
$4.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.03% |
$410 - $461
|
26.3K
$1.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.54% |
$351 - $395
|
1.11K
$72.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6+ 0.06% |
$351 - $395
|
10.6K
$696K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
5+ 0.12% |
$293 - $329
|
4.25K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$293 - $329
|
5.06K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.01% |
$293 - $329
|
498
$32.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
5+ 0.04% |
$293 - $329
|
11.9K
$782K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5+ 0.02% |
$293 - $329
|
24K
$1.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.02% |
$234 - $263
|
19.8K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.05% |
$234 - $263
|
7.76K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.07% |
$176 - $197
|
4.05K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.98% |
$176 - $197
|
308
$20.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.04% |
$176 - $197
|
6.7K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 30.0% |
$176 - $197
|
13
$851
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.78% |
$176 - $197
|
389
$25.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.1% |
$176 - $197
|
3.13K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$117 - $132
|
1.72K
$113K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 1.07% |
$117 - $132
|
189
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.05% |
$117 - $132
|
4.32K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$58.5 - $65.8
|
813
$53.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $65.8
|
4.35K
$285K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $65.8
|
5K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.99% |
$58.5 - $65.8
|
102
$6.68K
|