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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.03% |
$65.7 - $73.3
|
3.91K
$240K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.11% |
$65.7 - $73.3
|
902
$55.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$65.7 - $73.3
|
6.82K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $73.3
|
4.74K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.2% |
$65.7 - $73.3
|
505
$31K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.22% |
$65.7 - $73.3
|
44
$2.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.07% |
$65.7 - $73.3
|
1.43K
$87.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.13% |
$131 - $147
|
1.51K
$92.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.06% |
$131 - $147
|
3.55K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3- 0.04% |
$197 - $220
|
6.67K
$409K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4- 1.84% |
$263 - $293
|
213
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5- 0.1% |
$328 - $366
|
4.83K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-5- 0.11% |
$328 - $366
|
4.43K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6- 0.08% |
$394 - $440
|
7.3K
$448K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8- 0.09% |
$525 - $586
|
8.61K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-8- 0.17% |
$525 - $586
|
4.64K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-8- 0.23% |
$525 - $586
|
3.43K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-9- 0.9% |
$591 - $660
|
996
$61.1K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 4.11% |
$853 - $953
|
303
$18.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-13- 0.4% |
$853 - $953
|
3.25K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-19- 1.95% |
$1.25K - $1.39K
|
953
$58.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-19- 0.33% |
$1.25K - $1.39K
|
5.77K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-21- 0.1% |
$1.38K - $1.54K
|
21.5K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-24- 0.49% |
$1.58K - $1.76K
|
4.87K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.31% |
$1.64K - $1.83K
|
7.99K
$490K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-25- 0.23% |
$1.64K - $1.83K
|
10.7K
$658K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 18.25% |
$1.64K - $1.83K
|
112
$6.87K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-27- 0.64% |
$1.77K - $1.98K
|
4.21K
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 7.89% |
$1.84K - $2.05K
|
327
$20.1K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.23% |
$1.84K - $2.05K
|
12K
$734K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-28- 0.19% |
$1.84K - $2.05K
|
14.7K
$901K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-30- 0.29% |
$1.97K - $2.2K
|
10.5K
$644K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-33- 1.36% |
$2.17K - $2.42K
|
2.4K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-34- 3.86% |
$2.23K - $2.49K
|
846
$51.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-34- 0.84% |
$2.23K - $2.49K
|
4.01K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-34- 2.39% |
$2.23K - $2.49K
|
1.39K
$85.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-36- 0.73% |
$2.36K - $2.64K
|
4.88K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-39- 0.99% |
$2.56K - $2.86K
|
3.89K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-39- 0.45% |
$2.56K - $2.86K
|
8.67K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-41- 1.06% |
$2.69K - $3K
|
3.84K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-43- 1.15% |
$2.82K - $3.15K
|
3.71K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-43- 1.08% |
$2.82K - $3.15K
|
3.93K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-44- 1.59% |
$2.89K - $3.22K
|
2.73K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-44- 0.78% |
$2.89K - $3.22K
|
5.58K
$342K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-45- 3.78% |
$2.95K - $3.3K
|
1.14K
$70.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-45- 0.74% |
$2.95K - $3.3K
|
6.06K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-45- 0.77% |
$2.95K - $3.3K
|
5.78K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 3.17% |
$2.95K - $3.3K
|
1.37K
$84.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-47- 0.31% |
$3.09K - $3.44K
|
15.1K
$924K
|