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 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.9KNew |
$287K - $323K
|
4.9K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.89K+ 4.8% |
$286K - $322K
|
107K
$6.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
4.88K+ 22.28% |
$286K - $321K
|
26.8K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
4.7K+ 102.17% |
$275K - $309K
|
9.3K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.7KNew |
$275K - $309K
|
4.7K
$308K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.54K+ 10.13% |
$266K - $299K
|
49.4K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.53K+ 3.21% |
$265K - $298K
|
146K
$9.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.46KNew |
$261K - $293K
|
4.46K
$292K
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
4.4K+ 38.33% |
$258K - $290K
|
15.9K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.39K+ 23.89% |
$257K - $289K
|
22.8K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.34K+ 46.72% |
$254K - $285K
|
13.6K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.31K+ 41.45% |
$252K - $283K
|
14.7K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.27KNew |
$250K - $281K
|
4.27K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.18K+ 104.61% |
$245K - $275K
|
8.17K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.15K+ 30.68% |
$243K - $273K
|
17.7K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$241K - $271K
|
4.12K
$270K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4.04KNew |
$236K - $266K
|
4.04K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.03KNew |
$236K - $265K
|
4.03K
$264K
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
3.98KNew |
$233K - $262K
|
3.98K
$260K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.96KNew |
$232K - $261K
|
3.96K
$259K
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.94KNew |
$230K - $259K
|
3.94K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.93K+ 13.76% |
$230K - $258K
|
32.5K
$2.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
3.9KNew |
$228K - $257K
|
3.9K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.9K+ 28.65% |
$228K - $256K
|
17.5K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.83KNew |
$224K - $252K
|
3.83K
$251K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
3.83KNew |
$224K - $252K
|
3.83K
$251K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
3.8K+ 1.68% |
$223K - $250K
|
231K
$15.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$215K - $242K
|
3.68K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.66KNew |
$214K - $241K
|
3.66K
$240K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.64K+ 46.09% |
$213K - $240K
|
11.5K
$756K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$212K - $238K
|
3.62K
$237K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.59K+ 3.07% |
$210K - $236K
|
120K
$7.87M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.57K+ 18.35% |
$209K - $235K
|
23.1K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.53KNew |
$206K - $232K
|
3.53K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.45KNew |
$202K - $227K
|
3.45K
$226K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.42K+ 62.02% |
$200K - $225K
|
8.93K
$585K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.41K+ 8.52% |
$200K - $225K
|
43.5K
$2.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.41K+ 8.2% |
$200K - $225K
|
45K
$2.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.41KNew |
$200K - $224K
|
3.41K
$223K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.35KNew |
$196K - $220K
|
3.35K
$219K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.34KNew |
$195K - $220K
|
3.34K
$218K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.31KNew |
$194K - $218K
|
3.31K
$217K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.31KNew |
$194K - $218K
|
3.31K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$193K - $217K
|
3.3K
$216K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.28KNew |
$192K - $216K
|
3.28K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.27KNew |
$191K - $215K
|
3.27K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$191K - $215K
|
3.26K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
3.26KNew |
$191K - $214K
|
3.26K
$213K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.26KNew |
$191K - $214K
|
3.26K
$213K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$190K - $214K
|
3.25K
$213K
|