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
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.02K- 8.3% |
$132K - $148K
|
22.3K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2.11K- 13.12% |
$138K - $154K
|
14K
$856K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.12K- 30.07% |
$139K - $155K
|
4.92K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.13K- 12.94% |
$140K - $156K
|
14.3K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-2.13K- 2.26% |
$140K - $156K
|
92.2K
$5.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.14K- 7.45% |
$140K - $157K
|
26.6K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.14K- 6.64% |
$141K - $157K
|
30.2K
$1.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.15K- 7.79% |
$141K - $158K
|
25.4K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.16K- 3.24% |
$141K - $158K
|
64.4K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.16K- 3.44% |
$141K - $158K
|
60.5K
$3.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.17K- 6.18% |
$142K - $159K
|
32.9K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.17K- 6.51% |
$142K - $159K
|
31.2K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.17K- 33.91% |
$143K - $159K
|
4.23K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.2K- 11.61% |
$144K - $161K
|
16.8K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.2K- 7.91% |
$144K - $161K
|
25.6K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.25K- 27.11% |
$148K - $165K
|
6.06K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.25K- 7.77% |
$148K - $165K
|
26.8K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.28K- 22.57% |
$150K - $167K
|
7.84K
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.29K- 2.25% |
$150K - $167K
|
99.2K
$6.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.32K- 16.64% |
$152K - $170K
|
11.6K
$712K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.35K- 31.88% |
$154K - $172K
|
5.03K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.37K- 6.64% |
$156K - $174K
|
33.3K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.39K- 9.09% |
$157K - $175K
|
23.9K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.44K- 24.5% |
$160K - $179K
|
7.51K
$461K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.45K- 82.07% |
$161K - $179K
|
534
$32.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.45K- 18.04% |
$161K - $180K
|
11.1K
$684K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.51K- 9.07% |
$164K - $184K
|
25.1K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 7.15% |
$166K - $185K
|
32.9K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.66K- 57.45% |
$175K - $195K
|
1.97K
$121K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.67K- 1.7% |
$175K - $196K
|
154K
$9.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.74K- 15.97% |
$180K - $201K
|
14.4K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.75K- 13.72% |
$180K - $201K
|
17.3K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.8K- 18.76% |
$183K - $205K
|
12.1K
$743K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.83K- 33.55% |
$186K - $208K
|
5.61K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.84K- 1.65% |
$186K - $208K
|
169K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.86K- 19.58% |
$188K - $210K
|
11.8K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.91K- 6.87% |
$191K - $213K
|
39.5K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.92K- 1.6% |
$192K - $214K
|
179K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.94K- 76.76% |
$193K - $215K
|
889
$54.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.97K- 19.25% |
$195K - $218K
|
12.5K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.01K- 4.93% |
$197K - $220K
|
57.9K
$3.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.07K- 7.33% |
$202K - $225K
|
38.9K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-3.1K- 28.84% |
$204K - $227K
|
7.65K
$469K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.12K- 1.77% |
$204K - $228K
|
173K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.15K- 8.08% |
$207K - $231K
|
35.9K
$2.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 9.15% |
$208K - $232K
|
31.5K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.25K- 25.21% |
$213K - $238K
|
9.63K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.27K- 0.92% |
$215K - $240K
|
353K
$21.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.3K- 2.28% |
$217K - $242K
|
141K
$8.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.31K- 1.17% |
$217K - $242K
|
279K
$17.1M
|