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 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-519- 8.83% |
$34.1K - $38K
|
5.36K
$329K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-520- 8.1% |
$34.1K - $38.1K
|
5.9K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-521- 1.21% |
$34.2K - $38.2K
|
42.5K
$2.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-523- 4.8% |
$34.3K - $38.3K
|
10.4K
$636K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-524- 5.96% |
$34.4K - $38.4K
|
8.27K
$508K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-535- 0.99% |
$35.1K - $39.2K
|
53.3K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-544- 2.6% |
$35.7K - $39.9K
|
20.4K
$1.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-551- 4.48% |
$36.2K - $40.4K
|
11.8K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-552- 0.07% |
$36.2K - $40.5K
|
767K
$47.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-560- 2.27% |
$36.8K - $41K
|
24.1K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-582- 1.5% |
$38.2K - $42.6K
|
38.1K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-589- 7.84% |
$38.7K - $43.2K
|
6.92K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-600- 43.99% |
$39.4K - $44K
|
764
$46.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-600- 60.0% |
$39.4K - $44K
|
400
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-600- 0.41% |
$39.4K - $44K
|
144K
$8.85M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-602- 4.68% |
$39.5K - $44.1K
|
12.3K
$752K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-617- 7.19% |
$40.5K - $45.2K
|
7.97K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-632- 6.28% |
$41.5K - $46.3K
|
9.43K
$579K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-656- 63.5% |
$43.1K - $48.1K
|
377
$23.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-663- 2.93% |
$43.5K - $48.6K
|
21.9K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-666- 11.11% |
$43.7K - $48.8K
|
5.33K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-672- 0.78% |
$44.1K - $49.2K
|
85.4K
$5.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-674- 1.06% |
$44.2K - $49.4K
|
63.1K
$3.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-676- 9.19% |
$44.4K - $49.5K
|
6.68K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-693- 4.08% |
$45.5K - $50.8K
|
16.3K
$999K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-709- 1.71% |
$46.5K - $52K
|
40.9K
$2.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-712- 15.96% |
$46.7K - $52.2K
|
3.75K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-715- 0.64% |
$46.9K - $52.4K
|
111K
$6.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-718- 8.33% |
$47.1K - $52.6K
|
7.9K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-739- 37.17% |
$48.5K - $54.2K
|
1.25K
$76.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-743- 8.55% |
$48.8K - $54.4K
|
7.95K
$488K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-758- 2.41% |
$49.8K - $55.5K
|
30.6K
$1.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-771- 0.71% |
$50.6K - $56.5K
|
108K
$6.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-776- 4.21% |
$50.9K - $56.9K
|
17.6K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-780- 12.64% |
$51.2K - $57.2K
|
5.39K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-798- 4.39% |
$52.4K - $58.5K
|
17.4K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-799- 11.22% |
$52.5K - $58.6K
|
6.32K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-808- 5.97% |
$53K - $59.2K
|
12.7K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-827- 4.81% |
$54.3K - $60.6K
|
16.4K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-836- 14.3% |
$54.9K - $61.3K
|
5.01K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-836- 12.17% |
$54.9K - $61.3K
|
6.03K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-837- 1.25% |
$54.9K - $61.3K
|
66.4K
$4.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-844- 5.85% |
$55.4K - $61.8K
|
13.6K
$833K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-846- 2.9% |
$55.5K - $62K
|
28.4K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-860- 0.65% |
$56.5K - $63K
|
132K
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-869- 2.32% |
$57K - $63.7K
|
36.7K
$2.25M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-871- 4.52% |
$57.2K - $63.8K
|
18.4K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-881- 12.52% |
$57.8K - $64.6K
|
6.16K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-884- 1.65% |
$58K - $64.8K
|
52.6K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-906- 8.23% |
$59.5K - $66.4K
|
10.1K
$620K
|