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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
464+ 4.51% |
$27.2K - $30.5K
|
10.7K
$704K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
460+ 2.35% |
$26.9K - $30.3K
|
20.1K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
446+ 0.81% |
$26.1K - $29.4K
|
55.4K
$3.63M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
446+ 0.81% |
$26.1K - $29.4K
|
55.4K
$3.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
438+ 4.48% |
$25.6K - $28.8K
|
10.2K
$668K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
432+ 6.4% |
$25.3K - $28.4K
|
7.18K
$470K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
429+ 12.87% |
$25.1K - $28.2K
|
3.76K
$246K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
417+ 9.85% |
$24.4K - $27.4K
|
4.65K
$304K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
413+ 7.08% |
$24.2K - $27.2K
|
6.25K
$409K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
412+ 3.22% |
$24.1K - $27.1K
|
13.2K
$865K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
411+ 1.4% |
$24.1K - $27.1K
|
29.7K
$1.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
402+ 9.07% |
$23.5K - $26.5K
|
4.83K
$316K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
402New |
$23.5K - $26.5K
|
402
$26.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
400+ 128.21% |
$23.4K - $26.3K
|
712
$46.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
400+ 7.67% |
$23.4K - $26.3K
|
5.62K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
400New |
$23.4K - $26.3K
|
400
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
400+ 1.48% |
$23.4K - $26.3K
|
27.5K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
395+ 2.14% |
$23.1K - $26K
|
18.9K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
385+ 1.44% |
$22.5K - $25.3K
|
27.1K
$1.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
371+ 10.03% |
$21.7K - $24.4K
|
4.07K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
371+ 2.88% |
$21.7K - $24.4K
|
13.2K
$867K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
370New |
$21.7K - $24.4K
|
370
$24.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
366+ 1.67% |
$21.4K - $24.1K
|
22.3K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
365+ 7.14% |
$21.4K - $24K
|
5.48K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
362+ 4.59% |
$21.2K - $23.8K
|
8.24K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
360+ 9.16% |
$21.1K - $23.7K
|
4.29K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
353+ 8.78% |
$20.7K - $23.2K
|
4.37K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
349New |
$20.4K - $23K
|
349
$22.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
345+ 7.69% |
$20.2K - $22.7K
|
4.83K
$316K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
340+ 2.05% |
$19.9K - $22.4K
|
16.9K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
333+ 2.87% |
$19.5K - $21.9K
|
11.9K
$782K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
328+ 3.76% |
$19.2K - $21.6K
|
9.04K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
325+ 4.26% |
$19K - $21.4K
|
7.95K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
317+ 17.25% |
$18.6K - $20.9K
|
2.16K
$141K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
315+ 8.1% |
$18.4K - $20.7K
|
4.2K
$275K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
310+ 2.19% |
$18.1K - $20.4K
|
14.5K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
310+ 0.21% |
$18.1K - $20.4K
|
146K
$9.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
304+ 3.91% |
$17.8K - $20K
|
8.08K
$529K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
304+ 9.13% |
$17.8K - $20K
|
3.63K
$238K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
304+ 9.13% |
$17.8K - $20K
|
3.63K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
300New |
$17.6K - $19.7K
|
300
$19.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
295+ 1.91% |
$17.3K - $19.4K
|
15.7K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
286+ 31.67% |
$16.7K - $18.8K
|
1.19K
$77.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
263+ 3.19% |
$15.4K - $17.3K
|
8.52K
$558K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
260New |
$15.2K - $17.1K
|
260
$17K
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
251+ 7.38% |
$14.7K - $16.5K
|
3.65K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
250+ 2.85% |
$14.6K - $16.5K
|
9.03K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
246+ 3.32% |
$14.4K - $16.2K
|
7.66K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
231+ 0.16% |
$13.5K - $15.2K
|
141K
$9.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
225+ 6.38% |
$13.2K - $14.8K
|
3.75K
$245K
|