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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-68- 0.33% |
$3.98K - $4.48K
|
20.4K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-69- 0.61% |
$4.04K - $4.54K
|
11.2K
$730K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-70- 1.08% |
$4.1K - $4.61K
|
6.39K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-74- 4.77% |
$4.33K - $4.87K
|
1.48K
$96.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-75- 0.02% |
$4.39K - $4.94K
|
394K
$25.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-77- 2.53% |
$4.51K - $5.07K
|
2.97K
$194K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-79- 0.06% |
$4.62K - $5.2K
|
130K
$8.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-79- 0.12% |
$4.62K - $5.2K
|
64.3K
$4.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-81- 1.42% |
$4.74K - $5.33K
|
5.64K
$367K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-85- 0.31% |
$4.98K - $5.59K
|
27.5K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-88- 9.83% |
$5.15K - $5.79K
|
807
$52.6K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-90- 15.05% |
$5.27K - $5.92K
|
508
$33.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-91- 1.29% |
$5.33K - $5.99K
|
6.94K
$452K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-92- 28.4% |
$5.38K - $6.06K
|
232
$15.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-97- 0.29% |
$5.68K - $6.38K
|
32.9K
$2.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-100- 3.14% |
$5.85K - $6.58K
|
3.08K
$201K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 1.63% |
$5.85K - $6.58K
|
6.02K
$392K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-100- 1.41% |
$5.85K - $6.58K
|
7K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-100- 1.86% |
$5.85K - $6.58K
|
5.27K
$343K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100- 14.08% |
$5.85K - $6.58K
|
610
$39.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-100- 0.57% |
$5.85K - $6.58K
|
17.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 1.59% |
$5.85K - $6.58K
|
6.18K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-100- 1.56% |
$5.85K - $6.58K
|
6.29K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-105- 0.81% |
$6.15K - $6.91K
|
12.8K
$835K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-110- 1.37% |
$6.44K - $7.24K
|
7.92K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-113- 0.3% |
$6.61K - $7.44K
|
38K
$2.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-115- 10.08% |
$6.73K - $7.57K
|
1.03K
$66.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-117- 1.18% |
$6.85K - $7.7K
|
9.77K
$637K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-118- 1.7% |
$6.91K - $7.77K
|
6.81K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-120- 1.06% |
$7.02K - $7.9K
|
11.2K
$733K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-122- 0.94% |
$7.14K - $8.03K
|
12.8K
$837K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-125- 1.07% |
$7.32K - $8.23K
|
11.6K
$756K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-126- 1.91% |
$7.37K - $8.29K
|
6.48K
$422K
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-127- 3.9% |
$7.43K - $8.36K
|
3.13K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-128- 2.82% |
$7.49K - $8.42K
|
4.41K
$287K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-139- 1.76% |
$8.14K - $9.15K
|
7.77K
$507K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-140- 3.08% |
$8.19K - $9.21K
|
4.4K
$287K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-141- 0.47% |
$8.25K - $9.28K
|
29.9K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-142- 1.73% |
$8.31K - $9.35K
|
8.08K
$526K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-146- 2.12% |
$8.55K - $9.61K
|
6.75K
$440K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-148- 2.33% |
$8.66K - $9.74K
|
6.21K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-157- 2.62% |
$9.19K - $10.3K
|
5.84K
$380K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-158- 4.68% |
$9.25K - $10.4K
|
3.22K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-159- 0.66% |
$9.31K - $10.5K
|
23.9K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-162- 2.83% |
$9.48K - $10.7K
|
5.56K
$362K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-165- 0.5% |
$9.66K - $10.9K
|
32.6K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-170- 1.88% |
$9.95K - $11.2K
|
8.87K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-172- 0.22% |
$10.1K - $11.3K
|
77.3K
$5.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-175- 0.74% |
$10.2K - $11.5K
|
23.4K
$1.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-183- 1.53% |
$10.7K - $12K
|
11.8K
$768K
|