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
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-147- 1.04% |
$9.65K - $10.8K
|
14K
$860K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-150- 1.98% |
$9.85K - $11K
|
7.41K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-154- 83.7% |
$10.1K - $11.3K
|
30
$1.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-156- 14.51% |
$10.2K - $11.4K
|
919
$56.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-157- 1.6% |
$10.3K - $11.5K
|
9.68K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-161- 4.47% |
$10.6K - $11.8K
|
3.44K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-168- 3.59% |
$11K - $12.3K
|
4.51K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-170- 1.01% |
$11.2K - $12.5K
|
16.6K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-171- 0.63% |
$11.2K - $12.5K
|
27.1K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-172- 0.57% |
$11.3K - $12.6K
|
29.8K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-177- 1.02% |
$11.6K - $13K
|
17.2K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 12.6% |
$11.8K - $13.2K
|
1.25K
$76.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-180- 0.32% |
$11.8K - $13.2K
|
56K
$3.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 28.73% |
$11.9K - $13.3K
|
449
$27.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-182- 4.26% |
$11.9K - $13.3K
|
4.09K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-185- 0.43% |
$12.1K - $13.6K
|
42.8K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-190- 5.48% |
$12.5K - $13.9K
|
3.27K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-191- 2.86% |
$12.5K - $14K
|
6.5K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-192- 2.75% |
$12.6K - $14.1K
|
6.8K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-197- 0.35% |
$12.9K - $14.4K
|
56.5K
$3.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-200- 4.28% |
$13.1K - $14.7K
|
4.48K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-200- 1.02% |
$13.1K - $14.7K
|
19.3K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-205- 67.21% |
$13.5K - $15K
|
100
$6.14K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-205- 48.01% |
$13.5K - $15K
|
222
$13.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-210- 4.94% |
$13.8K - $15.4K
|
4.04K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-210- 0.99% |
$13.8K - $15.4K
|
21.1K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-215- 3.53% |
$14.1K - $15.8K
|
5.88K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-216- 2.76% |
$14.2K - $15.8K
|
7.61K
$467K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-218- 1.0% |
$14.3K - $16K
|
21.7K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-226- 6.68% |
$14.8K - $16.6K
|
3.16K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-228- 2.27% |
$15K - $16.7K
|
9.8K
$601K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-229- 70.46% |
$15K - $16.8K
|
96
$5.89K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-234- 5.72% |
$15.4K - $17.1K
|
3.86K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-234- 1.03% |
$15.4K - $17.1K
|
22.4K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-240- 77.42% |
$15.8K - $17.6K
|
70
$4.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-244- 3.01% |
$16K - $17.9K
|
7.85K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-249- 0.33% |
$16.3K - $18.2K
|
76.1K
$4.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 19.87% |
$16.4K - $18.3K
|
1.01K
$61.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-250- 3.5% |
$16.4K - $18.3K
|
6.9K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-250- 3.21% |
$16.4K - $18.3K
|
7.53K
$462K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-255- 7.48% |
$16.7K - $18.7K
|
3.16K
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-258- 0.9% |
$16.9K - $18.9K
|
28.4K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-260- 4.54% |
$17.1K - $19.1K
|
5.47K
$336K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-262- 1.44% |
$17.2K - $19.2K
|
18K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-264- 3.55% |
$17.3K - $19.3K
|
7.17K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-265- 0.67% |
$17.4K - $19.4K
|
39.2K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-268- 1.18% |
$17.6K - $19.6K
|
22.5K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-270- 8.21% |
$17.7K - $19.8K
|
3.02K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-270- 2.74% |
$17.7K - $19.8K
|
9.59K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-271- 1.94% |
$17.8K - $19.9K
|
13.7K
$840K
|