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
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.3K- 3.25% |
$75.9K - $85.3K
|
38.6K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 15.92% |
$76.8K - $86.4K
|
6.94K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.36K- 19.48% |
$79.5K - $89.4K
|
5.62K
$368K
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.38K- 8.2% |
$80.6K - $90.6K
|
15.4K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.39K- 4.95% |
$81.6K - $91.8K
|
26.8K
$1.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.42K- 47.41% |
$83K - $93.3K
|
1.57K
$103K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.47K- 4.4% |
$86.3K - $97K
|
32K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.51K- 1.79% |
$88.5K - $99.5K
|
83K
$5.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.54K- 1.51% |
$89.8K - $101K
|
100K
$6.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 17.04% |
$90.1K - $101K
|
7.49K
$490K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.55K- 4.78% |
$90.5K - $102K
|
30.8K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.65K- 14.53% |
$96.4K - $108K
|
9.69K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.65K- 4.6% |
$96.6K - $109K
|
34.3K
$2.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.67K- 32.6% |
$97.6K - $110K
|
3.45K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.67K- 2.48% |
$97.9K - $110K
|
65.7K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.73K- 12.47% |
$101K - $114K
|
12.1K
$793K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.82K- 4.4% |
$106K - $120K
|
39.5K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.92K- 1.82% |
$112K - $127K
|
103K
$6.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 31.71% |
$114K - $128K
|
4.2K
$275K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.95K- 0.73% |
$114K - $128K
|
265K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.96K- 4.32% |
$114K - $129K
|
43.3K
$2.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.98K- 28.1% |
$116K - $130K
|
5.07K
$332K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-2K- 20.3% |
$117K - $132K
|
7.85K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-2K- 0.21% |
$117K - $132K
|
959K
$62.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.03K- 8.69% |
$119K - $134K
|
21.3K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-2.08K- 1.79% |
$122K - $137K
|
114K
$7.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.16K- 5.1% |
$126K - $142K
|
40.2K
$2.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.21K- 3.84% |
$129K - $145K
|
55.3K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.29K- 3.21% |
$134K - $151K
|
69.1K
$4.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-2.33K- 13.76% |
$136K - $153K
|
14.6K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.34K- 18.39% |
$137K - $154K
|
10.4K
$680K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.36K- 37.17% |
$138K - $155K
|
3.98K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.4K- 10.8% |
$140K - $158K
|
19.8K
$1.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.42K- 0.13% |
$142K - $159K
|
1.86M
$122M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.45K- 2.88% |
$144K - $162K
|
82.6K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-2.47K- 2.46% |
$145K - $163K
|
98K
$6.41M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.6K- 9.83% |
$152K - $171K
|
23.9K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.79K- 12.62% |
$163K - $184K
|
19.3K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.8K- 2.54% |
$164K - $184K
|
107K
$7.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.85K- 25.93% |
$167K - $187K
|
8.13K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.96K- 1.56% |
$173K - $195K
|
187K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3K- 25.37% |
$176K - $197K
|
8.83K
$578K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.03K- 11.94% |
$177K - $199K
|
22.3K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.03K- 86.28% |
$177K - $199K
|
482
$31.6K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.24K- 3.43% |
$190K - $213K
|
91.3K
$5.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.29K- 5.62% |
$193K - $217K
|
55.4K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.4K- 19.18% |
$199K - $224K
|
14.3K
$939K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.41K- 9.84% |
$200K - $224K
|
31.2K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.42K- 2.44% |
$200K - $225K
|
137K
$8.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.45K- 12.79% |
$202K - $227K
|
23.5K
$1.54M
|