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 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-200- 9.52% |
$11.7K - $13.2K
|
1.9K
$124K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 2.06% |
$11.7K - $13.2K
|
9.53K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-200- 3.01% |
$11.7K - $13.2K
|
6.46K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-200- 0.33% |
$11.7K - $13.2K
|
60K
$3.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-207- 0.75% |
$12.1K - $13.6K
|
27.2K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-215- 3.2% |
$12.6K - $14.2K
|
6.5K
$426K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-217- 5.34% |
$12.7K - $14.3K
|
3.85K
$252K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-231- 2.47% |
$13.5K - $15.2K
|
9.14K
$598K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-232- 0.75% |
$13.6K - $15.3K
|
30.8K
$2.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-238- 54.84% |
$13.9K - $15.7K
|
196
$12.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-242- 0.48% |
$14.2K - $15.9K
|
49.9K
$3.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-247- 3.64% |
$14.5K - $16.3K
|
6.53K
$428K
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-248- 2.85% |
$14.5K - $16.3K
|
8.46K
$554K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-248- 3.69% |
$14.5K - $16.3K
|
6.47K
$423K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-248- 5.28% |
$14.5K - $16.3K
|
4.45K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-248- 6.49% |
$14.5K - $16.3K
|
3.57K
$234K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-249- 45.36% |
$14.6K - $16.4K
|
300
$19.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-250- 2.96% |
$14.6K - $16.5K
|
8.21K
$537K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-255- 1.18% |
$14.9K - $16.8K
|
21.4K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-257- 1.42% |
$15K - $16.9K
|
17.9K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-262- 1.07% |
$15.3K - $17.2K
|
24.1K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-274- 1.02% |
$16K - $18K
|
26.6K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-283- 6.12% |
$16.6K - $18.6K
|
4.34K
$284K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-296- 2.53% |
$17.3K - $19.5K
|
11.4K
$748K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-298- 2.03% |
$17.4K - $19.6K
|
14.4K
$943K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-299- 6.01% |
$17.5K - $19.7K
|
4.67K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-304- 8.57% |
$17.8K - $20K
|
3.24K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-306- 4.25% |
$17.9K - $20.1K
|
6.9K
$452K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-308- 3.24% |
$18K - $20.3K
|
9.18K
$601K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-315- 2.14% |
$18.4K - $20.7K
|
14.4K
$944K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-319- 2.76% |
$18.7K - $21K
|
11.2K
$735K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-320- 0.67% |
$18.7K - $21.1K
|
47.6K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-331- 4.87% |
$19.4K - $21.8K
|
6.47K
$423K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-333- 0.76% |
$19.5K - $21.9K
|
43.3K
$2.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-350- 31.82% |
$20.5K - $23K
|
750
$49.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-354- 2.63% |
$20.7K - $23.3K
|
13.1K
$856K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-365- 2.92% |
$21.4K - $24K
|
12.1K
$795K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-386- 2.94% |
$22.6K - $25.4K
|
12.8K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-389- 4.48% |
$22.8K - $25.6K
|
8.29K
$543K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-390- 1.62% |
$22.8K - $25.7K
|
23.7K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-396- 8.4% |
$23.2K - $26.1K
|
4.32K
$283K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-400- 1.96% |
$23.4K - $26.3K
|
20K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-402- 2.56% |
$23.5K - $26.5K
|
15.3K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-406- 8.3% |
$23.8K - $26.7K
|
4.48K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-407- 10.87% |
$23.8K - $26.8K
|
3.34K
$218K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-408- 4.54% |
$23.9K - $26.9K
|
8.59K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-408- 11.32% |
$23.9K - $26.9K
|
3.2K
$209K
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-409- 0.24% |
$23.9K - $26.9K
|
168K
$11M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-411- 0.58% |
$24.1K - $27.1K
|
70K
$4.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-411- 21.52% |
$24.1K - $27.1K
|
1.5K
$98.1K
|