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 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-805- 1.79% |
$47.1K - $53K
|
44.2K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-811- 16.04% |
$47.5K - $53.4K
|
4.24K
$278K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-835- 7.78% |
$48.9K - $55K
|
9.9K
$648K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-855- 15.8% |
$50K - $56.3K
|
4.56K
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-870- 0.85% |
$50.9K - $57.3K
|
102K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-870- 6.37% |
$50.9K - $57.3K
|
12.8K
$837K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-879- 0.71% |
$51.4K - $57.9K
|
123K
$8.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-893- 12.55% |
$52.3K - $58.8K
|
6.23K
$408K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-895- 5.18% |
$52.4K - $58.9K
|
16.4K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-899- 7.0% |
$52.6K - $59.2K
|
11.9K
$782K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-911- 22.27% |
$53.3K - $60K
|
3.18K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-932- 31.94% |
$54.5K - $61.3K
|
1.99K
$130K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-950- 2.46% |
$55.6K - $62.5K
|
37.6K
$2.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-953- 6.16% |
$55.8K - $62.7K
|
14.5K
$950K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-959- 12.45% |
$56.1K - $63.1K
|
6.75K
$442K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-962- 18.65% |
$56.3K - $63.3K
|
4.2K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-968- 3.65% |
$56.7K - $63.7K
|
25.6K
$1.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-970- 7.99% |
$56.8K - $63.8K
|
11.2K
$731K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-970- 1.72% |
$56.8K - $63.8K
|
55.4K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-976- 0.99% |
$57.1K - $64.2K
|
97.5K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-981- 18.44% |
$57.4K - $64.6K
|
4.34K
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-988- 9.34% |
$57.8K - $65K
|
9.59K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-998- 13.72% |
$58.4K - $65.7K
|
6.28K
$411K
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-1K- 3.79% |
$58.5K - $65.8K
|
25.4K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 5.14% |
$58.5K - $65.8K
|
18.5K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1K- 12.36% |
$58.5K - $65.8K
|
7.09K
$464K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.02K- 11.08% |
$59.6K - $67K
|
8.17K
$535K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.02K- 2.43% |
$59.8K - $67.3K
|
41K
$2.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.03K- 5.96% |
$60.1K - $67.5K
|
16.2K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.03K- 1.74% |
$60.1K - $67.5K
|
57.9K
$3.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 0.7% |
$61K - $68.7K
|
149K
$9.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.05K- 1.8% |
$61.2K - $68.8K
|
57.1K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.05K- 3.22% |
$61.7K - $69.4K
|
31.7K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.07K- 5.75% |
$62.5K - $70.2K
|
17.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 4.72% |
$62.5K - $70.3K
|
21.6K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 1.93% |
$62.9K - $70.8K
|
54.7K
$3.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.09K- 2.22% |
$63.9K - $71.9K
|
48K
$3.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.12K- 2.7% |
$65.3K - $73.4K
|
40.2K
$2.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.13K- 2.71% |
$65.9K - $74.1K
|
40.4K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.13K- 0.66% |
$66K - $74.2K
|
170K
$11.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.14K- 1.96% |
$66.4K - $74.7K
|
56.7K
$3.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.14K- 1.81% |
$66.9K - $75.2K
|
62.1K
$4.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.15K- 3.06% |
$67.2K - $75.6K
|
36.3K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.16K- 8.23% |
$67.8K - $76.3K
|
12.9K
$846K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.18K- 5.7% |
$68.8K - $77.3K
|
19.5K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.2K- 5.19% |
$70K - $78.7K
|
21.8K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.24K- 3.28% |
$72.5K - $81.5K
|
36.5K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.28K- 9.25% |
$75K - $84.3K
|
12.6K
$823K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 2.75% |
$75.1K - $84.4K
|
45.5K
$2.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.29K- 0.75% |
$75.7K - $85.2K
|
171K
$11.2M
|