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 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $65.8
|
4.35K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$58.5 - $65.8
|
5K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.99% |
$58.5 - $65.8
|
102
$6.72K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.54% |
$58.5 - $65.8
|
66
$4.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.2% |
$58.5 - $65.8
|
501
$33K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$117 - $132
|
6.8K
$448K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 3.33% |
$117 - $132
|
58
$3.82K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 1.19% |
$234 - $263
|
331
$21.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 1.73% |
$234 - $263
|
227
$15K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-5- 0.35% |
$293 - $329
|
1.42K
$93.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-8- 0.04% |
$468 - $527
|
21K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9- 0.25% |
$527 - $592
|
3.56K
$234K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-10- 6.41% |
$585 - $658
|
146
$9.62K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10- 0.18% |
$585 - $658
|
5.53K
$364K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-11- 0.32% |
$644 - $724
|
3.38K
$223K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14- 4.11% |
$819 - $921
|
327
$21.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-15- 0.28% |
$878 - $987
|
5.3K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-23Closed |
$1.35K - $1.51K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27- 0.97% |
$1.58K - $1.78K
|
2.75K
$181K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-28- 10.94% |
$1.64K - $1.84K
|
228
$15K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-30- 0.87% |
$1.76K - $1.97K
|
3.41K
$225K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-30- 0.81% |
$1.76K - $1.97K
|
3.69K
$243K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30- 0.42% |
$1.76K - $1.97K
|
7.19K
$474K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-31- 0.23% |
$1.81K - $2.04K
|
13.5K
$891K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-32- 0.6% |
$1.87K - $2.11K
|
5.27K
$347K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-37- 0.79% |
$2.17K - $2.44K
|
4.66K
$307K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-39- 0.52% |
$2.28K - $2.57K
|
7.52K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-39- 0.06% |
$2.28K - $2.57K
|
62.7K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-40- 0.98% |
$2.34K - $2.63K
|
4.03K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-41- 0.33% |
$2.4K - $2.7K
|
12.3K
$807K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-41- 1.03% |
$2.4K - $2.7K
|
3.94K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-41- 0.67% |
$2.4K - $2.7K
|
6.04K
$398K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-44- 1.06% |
$2.58K - $2.9K
|
4.1K
$270K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-46- 1.62% |
$2.69K - $3.03K
|
2.79K
$184K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-47- 0.26% |
$2.75K - $3.09K
|
17.8K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-48- 0.29% |
$2.81K - $3.16K
|
16.4K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-50- 1.12% |
$2.93K - $3.29K
|
4.41K
$291K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 6.93% |
$2.93K - $3.29K
|
671
$44.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 0.27% |
$2.93K - $3.29K
|
18.4K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-55- 4.17% |
$3.22K - $3.62K
|
1.26K
$83.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-55- 0.67% |
$3.22K - $3.62K
|
8.19K
$540K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-55- 33.54% |
$3.22K - $3.62K
|
109
$7.18K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-59- 5.62% |
$3.45K - $3.88K
|
990
$65.2K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-60- 0.62% |
$3.51K - $3.95K
|
9.56K
$629K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65- 0.48% |
$3.8K - $4.28K
|
13.4K
$881K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-66- 1.0% |
$3.86K - $4.34K
|
6.53K
$430K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-67- 0.35% |
$3.92K - $4.41K
|
19K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-68- 0.65% |
$3.98K - $4.48K
|
10.4K
$683K
|