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 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
26.2K+ 152.73% |
$1.54M - $1.73M
|
43.4K
$2.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.9KNew |
$1.52M - $1.71M
|
25.9K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.8K+ 123.53% |
$1.51M - $1.7M
|
46.7K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.4K+ 127.92% |
$1.49M - $1.67M
|
45.3K
$2.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
25.2K+ 39.14% |
$1.47M - $1.66M
|
89.5K
$5.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
24.9K+ 15.1% |
$1.46M - $1.64M
|
190K
$12.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
24.1KNew |
$1.41M - $1.59M
|
24.1K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
23.9KNew |
$1.4M - $1.57M
|
23.9K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.7KNew |
$1.39M - $1.56M
|
23.7K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
22.7K+ 17.71% |
$1.33M - $1.49M
|
151K
$9.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22.5K+ 33.53% |
$1.32M - $1.48M
|
89.5K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.5K+ 23.35% |
$1.31M - $1.48M
|
119K
$7.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
21.7K+ 25.5% |
$1.27M - $1.43M
|
107K
$6.97M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.7K+ 176.27% |
$1.27M - $1.43M
|
34K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 17.32% |
$1.27M - $1.42M
|
147K
$9.55M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 17.32% |
$1.27M - $1.42M
|
147K
$9.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
20.8K+ 314.01% |
$1.22M - $1.37M
|
27.5K
$1.79M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
20.5K+ 96.58% |
$1.2M - $1.35M
|
41.8K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.1KNew |
$1.18M - $1.33M
|
20.1K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Sal Trading, LLC
Wilmington, DE |
BUY
|
- |
20.1KNew |
$1.18M - $1.32M
|
20.1K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 4.56% |
$1.18M - $1.32M
|
461K
$30.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
19K+ 57.57% |
$1.11M - $1.25M
|
52K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 34.16% |
$1.08M - $1.21M
|
72.2K
$4.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
18.3K+ 1865.34% |
$1.07M - $1.2M
|
19.3K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.3K+ 3.11% |
$1.07M - $1.2M
|
607K
$39.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
17.2K+ 186.08% |
$1.01M - $1.13M
|
26.4K
$1.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
16.9KNew |
$991K - $1.11M
|
16.9K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.9K+ 27.7% |
$990K - $1.11M
|
78K
$5.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
16.9K+ 38.79% |
$989K - $1.11M
|
60.4K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
16.5K+ 2.04% |
$968K - $1.09M
|
826K
$53.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
16.4KNew |
$957K - $1.08M
|
16.4K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
16.3K+ 50.6% |
$955K - $1.07M
|
48.6K
$3.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
16KNew |
$936K - $1.05M
|
16K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
15.4KNew |
$902K - $1.01M
|
15.4K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.3K+ 56.28% |
$894K - $1.01M
|
42.4K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
15K+ 60.17% |
$878K - $987K
|
39.9K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14.9K+ 2.12% |
$873K - $982K
|
720K
$46.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14.1KNew |
$826K - $929K
|
14.1K
$920K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.5KNew |
$789K - $887K
|
13.5K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
13.4K+ 2.33% |
$787K - $885K
|
591K
$38.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 3.94% |
$737K - $829K
|
332K
$21.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 77.21% |
$724K - $814K
|
28.4K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
12.4K+ 3.72% |
$723K - $813K
|
345K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
12.3K+ 24.83% |
$718K - $807K
|
61.6K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
11.7K+ 9.77% |
$682K - $767K
|
131K
$8.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 5.41% |
$671K - $755K
|
224K
$14.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11KNew |
$646K - $726K
|
11K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
10.8K+ 109.57% |
$634K - $713K
|
20.7K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 18.41% |
$633K - $712K
|
69.6K
$4.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
10.8KNew |
$632K - $711K
|
10.8K
$704K
|