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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.35KClosed |
$196K - $220K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.4K- 19.18% |
$199K - $224K
|
14.3K
$945K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.41K- 9.84% |
$200K - $224K
|
31.2K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.42K- 2.44% |
$200K - $225K
|
137K
$8.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.45K- 12.79% |
$202K - $227K
|
23.5K
$1.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.48K- 15.56% |
$204K - $229K
|
18.9K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-3.5K- 6.36% |
$205K - $230K
|
51.5K
$3.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.61K- 5.5% |
$211K - $238K
|
62.1K
$4.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.62K- 6.12% |
$212K - $238K
|
55.5K
$3.65M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.66K- 1.97% |
$214K - $241K
|
182K
$12M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-3.84K- 42.74% |
$225K - $253K
|
5.15K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-3.97K- 1.81% |
$233K - $262K
|
215K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-4.1K- 35.58% |
$240K - $270K
|
7.42K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-4.12K- 51.38% |
$241K - $271K
|
3.9K
$257K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-4.13K- 2.22% |
$241K - $272K
|
182K
$12M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.26K- 16.12% |
$249K - $280K
|
22.1K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.26K- 17.42% |
$249K - $281K
|
20.2K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.3K- 3.99% |
$252K - $283K
|
103K
$6.82M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.32K- 38.55% |
$253K - $284K
|
6.88K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.33K- 28.8% |
$254K - $285K
|
10.7K
$705K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.5K- 3.25% |
$264K - $296K
|
134K
$8.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.62K- 6.28% |
$270K - $304K
|
68.9K
$4.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.73K- 2.5% |
$277K - $311K
|
185K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-4.85K- 5.13% |
$284K - $319K
|
89.7K
$5.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.86K- 2.65% |
$285K - $320K
|
179K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-5.02K- 10.3% |
$294K - $331K
|
43.8K
$2.88M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.3K- 43.79% |
$310K - $349K
|
6.8K
$448K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.52K- 4.88% |
$323K - $363K
|
108K
$7.09M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.61K- 8.74% |
$329K - $369K
|
58.6K
$3.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.63K- 12.47% |
$330K - $371K
|
39.6K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.78K- 22.4% |
$338K - $380K
|
20K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.25K- 2.44% |
$366K - $411K
|
249K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-6.4K- 13.28% |
$374K - $421K
|
41.8K
$2.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-6.66K- 3.34% |
$390K - $438K
|
193K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-6.94K- 2.76% |
$406K - $457K
|
244K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.91K- 0.13% |
$463K - $520K
|
6.03M
$397M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-8K- 21.05% |
$468K - $527K
|
30K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-8.04K- 0.84% |
$471K - $529K
|
952K
$62.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-8.11K- 2.59% |
$474K - $533K
|
305K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.4K- 1.09% |
$492K - $553K
|
761K
$50.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-8.43K- 1.5% |
$494K - $555K
|
555K
$36.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-8.57K- 6.87% |
$502K - $564K
|
116K
$7.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.13K- 1.57% |
$534K - $601K
|
572K
$37.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9.26K- 21.28% |
$542K - $610K
|
34.3K
$2.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-10K- 12.5% |
$585K - $658K
|
70K
$4.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10K- 4.86% |
$585K - $658K
|
196K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Sir Capital Management, L.P.
New York, NY |
SELL
|
- |
-10K- 2.88% |
$587K - $661K
|
338K
$22.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10.1K- 55.88% |
$592K - $666K
|
7.99K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-10.6K- 1.59% |
$618K - $695K
|
655K
$43.1M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.6K- 13.38% |
$619K - $696K
|
68.5K
$4.51M
|