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
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-907- 1.85% |
$59.5K - $66.5K
|
48.2K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-911- 1.14% |
$59.8K - $66.8K
|
79.1K
$4.85M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-942- 2.61% |
$61.8K - $69K
|
35.2K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-946- 9.6% |
$62.1K - $69.3K
|
8.91K
$547K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-948- 3.76% |
$62.2K - $69.5K
|
24.2K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-949- 6.88% |
$62.3K - $69.5K
|
12.8K
$788K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1K- 13.0% |
$65.7K - $73.3K
|
6.69K
$410K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1K- 13.74% |
$65.7K - $73.3K
|
6.28K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 9.7% |
$65.7K - $73.3K
|
9.31K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.01K- 9.48% |
$66.5K - $74.2K
|
9.67K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.03K- 1.52% |
$67.4K - $75.3K
|
66.6K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.05K- 21.63% |
$68.9K - $76.9K
|
3.8K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.08K- 17.94% |
$70.8K - $79.1K
|
4.94K
$303K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-1.1K- 3.81% |
$72.4K - $80.8K
|
27.8K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.12K- 12.79% |
$73.5K - $82.1K
|
7.64K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 9.16% |
$74.1K - $82.7K
|
11.2K
$686K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.15K- 2.84% |
$75.2K - $83.9K
|
39.2K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.17K- 3.03% |
$76.8K - $85.7K
|
37.4K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.19K- 6.8% |
$78.1K - $87.1K
|
16.3K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.19K- 7.81% |
$78.3K - $87.4K
|
14.1K
$864K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.19K- 1.24% |
$78.4K - $87.5K
|
95.2K
$5.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.21K- 20.18% |
$79.4K - $88.7K
|
4.79K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 5.55% |
$82.9K - $92.6K
|
21.5K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.28K- 17.48% |
$83.8K - $93.5K
|
6.02K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 28.08% |
$84.1K - $93.9K
|
3.28K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.39K- 0.7% |
$91.1K - $102K
|
196K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.4K- 8.72% |
$91.6K - $102K
|
14.6K
$896K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.4K- 29.4% |
$92K - $103K
|
3.37K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 4.71% |
$92.8K - $104K
|
28.6K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.47K- 2.16% |
$96.5K - $108K
|
66.5K
$4.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.5K- 5.84% |
$98.5K - $110K
|
24.2K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.5K- 25.49% |
$98.7K - $110K
|
4.4K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.6K- 3.17% |
$105K - $117K
|
48.7K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-1.61K- 3.28% |
$106K - $118K
|
47.4K
$2.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.65K- 33.25% |
$108K - $121K
|
3.31K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.71K- 15.2% |
$112K - $125K
|
9.54K
$585K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.72K- 6.44% |
$113K - $126K
|
25K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.74K- 0.56% |
$114K - $127K
|
308K
$18.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.77K- 14.72% |
$116K - $129K
|
10.2K
$628K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.81K- 1.39% |
$119K - $132K
|
128K
$7.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.83K- 14.63% |
$120K - $134K
|
10.7K
$654K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.85K- 6.26% |
$121K - $135K
|
27.7K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.85K- 1.29% |
$121K - $135K
|
141K
$8.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.86K- 32.84% |
$122K - $136K
|
3.8K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.86K- 36.87% |
$122K - $137K
|
3.19K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.89K- 13.11% |
$124K - $138K
|
12.5K
$768K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.89K- 8.2% |
$124K - $138K
|
21.1K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.98K- 9.18% |
$130K - $145K
|
19.6K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 18.09% |
$131K - $147K
|
9.06K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2K- 32.35% |
$131K - $147K
|
4.18K
$257K
|