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 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
111K+ 34.88% |
$6.49M - $7.3M
|
429K
$28.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
109K+ 85.86% |
$6.36M - $7.15M
|
235K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
102K+ 538.58% |
$5.97M - $6.72M
|
121K
$7.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
102KNew |
$5.97M - $6.71M
|
102K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
102KNew |
$5.95M - $6.7M
|
102K
$6.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
101K+ 1.47% |
$5.92M - $6.66M
|
6.96M
$456M
|
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
100KNew |
$5.85M - $6.58M
|
100K
$6.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
100KNew |
$5.85M - $6.58M
|
100K
$6.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
96.3K+ 90.35% |
$5.64M - $6.34M
|
203K
$13.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
78.2K+ 31.79% |
$4.57M - $5.14M
|
324K
$21.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.9K+ 41.33% |
$4.44M - $4.99M
|
259K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
75.1K+ 597.18% |
$4.39M - $4.94M
|
87.6K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.8K+ 11.01% |
$3.68M - $4.13M
|
633K
$41.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
61.6K+ 1.59% |
$3.6M - $4.05M
|
3.94M
$258M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
60.8K+ 131.42% |
$3.56M - $4M
|
107K
$7.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
59.2K+ 56388.57% |
$3.47M - $3.9M
|
59.3K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
57K+ 7.24% |
$3.33M - $3.75M
|
844K
$55.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
56.9K+ 87.51% |
$3.33M - $3.74M
|
122K
$7.98M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
56.2K+ 542.95% |
$3.29M - $3.7M
|
66.5K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55.2K+ 164.15% |
$3.23M - $3.63M
|
88.8K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.8K+ 2.81% |
$3.03M - $3.41M
|
1.9M
$124M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2KNew |
$2.82M - $3.17M
|
48.2K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
46.7K+ 20.86% |
$2.73M - $3.07M
|
270K
$17.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
45KNew |
$2.63M - $2.96M
|
45K
$2.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45K+ 582.02% |
$2.63M - $2.96M
|
52.7K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
44.6KNew |
$2.61M - $2.93M
|
44.6K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44K+ 30.09% |
$2.57M - $2.89M
|
190K
$12.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
43.6K+ 183.41% |
$2.55M - $2.87M
|
67.4K
$4.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
42K+ 173.18% |
$2.46M - $2.77M
|
66.3K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
41.5K+ 7.13% |
$2.43M - $2.73M
|
623K
$40.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Westwood Global Investments, LLC
Boston, MA |
BUY
|
- |
39K+ 1.88% |
$2.28M - $2.57M
|
2.11M
$138M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36.7K+ 25.02% |
$2.15M - $2.42M
|
183K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
35.8KNew |
$2.1M - $2.36M
|
35.8K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
35KNew |
$2.05M - $2.31M
|
35K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
35K+ 11.95% |
$2.05M - $2.3M
|
328K
$21.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.9K+ 11.4% |
$2.04M - $2.29M
|
341K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
33.5K+ 2.27% |
$1.96M - $2.21M
|
1.51M
$98.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
33.5K+ 150.87% |
$1.96M - $2.2M
|
55.6K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
33.2KNew |
$1.94M - $2.18M
|
33.2K
$2.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32.2K+ 152.45% |
$1.89M - $2.12M
|
53.4K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
31.2K+ 186.88% |
$1.83M - $2.05M
|
47.9K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.9KNew |
$1.81M - $2.03M
|
30.9K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
30.8K+ 5.53% |
$1.8M - $2.03M
|
588K
$38.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.4K+ 3.82% |
$1.66M - $1.87M
|
771K
$50.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.2K+ 64.29% |
$1.65M - $1.85M
|
72K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
27.8KNew |
$1.62M - $1.83M
|
27.8K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
27.7K+ 9.93% |
$1.62M - $1.82M
|
306K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
27.5KNew |
$1.61M - $1.81M
|
27.5K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.1K+ 38.59% |
$1.58M - $1.78M
|
97.1K
$6.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27K+ 8.79% |
$1.58M - $1.77M
|
334K
$21.8M
|