Purchases and Sales Made in Q3 2024 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q3 2024. 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 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
31New |
$2.04K - $2.27K
|
31
$1.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 0.46% |
$1.97K - $2.2K
|
6.58K
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
29+ 0.43% |
$1.9K - $2.13K
|
6.7K
$411K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
28+ 0.21% |
$1.84K - $2.05K
|
13.7K
$838K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
26+ 0.15% |
$1.71K - $1.91K
|
16.9K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
22+ 0.27% |
$1.44K - $1.61K
|
8.32K
$511K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
22+ 1.53% |
$1.44K - $1.61K
|
1.46K
$89.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
22+ 0.22% |
$1.44K - $1.61K
|
10.2K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.14% |
$1.31K - $1.47K
|
13.9K
$853K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
20+ 0.59% |
$1.31K - $1.47K
|
3.4K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19+ 0.1% |
$1.25K - $1.39K
|
18.8K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
18+ 0.13% |
$1.18K - $1.32K
|
13.6K
$837K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
18+ 0.48% |
$1.18K - $1.32K
|
3.74K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18+ 2.84% |
$1.18K - $1.32K
|
651
$39.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
17+ 0.05% |
$1.12K - $1.25K
|
36.5K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16+ 0.01% |
$1.05K - $1.17K
|
186K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
15+ 0.8% |
$985 - $1.1K
|
1.89K
$116K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.46% |
$919 - $1.03K
|
3.04K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13+ 0.33% |
$853 - $953
|
3.91K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13+ 0.23% |
$853 - $953
|
5.59K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13+ 0.22% |
$853 - $953
|
6.04K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
12+ 0.18% |
$788 - $879
|
6.55K
$402K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 1.05% |
$788 - $879
|
1.16K
$71.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11New |
$722 - $806
|
11
$675
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10+ 2.17% |
$657 - $733
|
470
$28.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10+ 0.33% |
$657 - $733
|
3.05K
$187K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9+ 0.09% |
$591 - $660
|
9.53K
$584K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.28% |
$591 - $660
|
3.28K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9+ 0.3% |
$591 - $660
|
3.05K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 0.19% |
$525 - $586
|
4.13K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
8+ 0.04% |
$525 - $586
|
21K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7+ 0.18% |
$460 - $513
|
3.86K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.01% |
$460 - $513
|
47K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6New |
$394 - $440
|
6
$368
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
5+ 0.12% |
$328 - $366
|
4.18K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.72% |
$263 - $293
|
557
$34.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 1.26% |
$263 - $293
|
321
$19.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4+ 14.29% |
$263 - $293
|
32
$1.96K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3+ 0.08% |
$197 - $220
|
3.72K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$197 - $220
|
4.92K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.02% |
$197 - $220
|
16.7K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.82% |
$197 - $220
|
368
$22.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.83% |
$197 - $220
|
365
$22.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$131 - $147
|
1.73K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2+ 0.05% |
$131 - $147
|
4.21K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.03% |
$131 - $147
|
6.18K
$379K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.11% |
$131 - $147
|
1.85K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.05% |
$131 - $147
|
4.24K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 3.13% |
$131 - $147
|
66
$4.05K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $73.3
|
4.29K
$263K
|