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 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.74K- 0.56% |
$114K - $127K
|
308K
$22.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.77K- 14.72% |
$116K - $129K
|
10.2K
$736K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.81K- 1.39% |
$119K - $132K
|
128K
$9.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.83K- 14.63% |
$120K - $134K
|
10.7K
$767K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.85K- 6.26% |
$121K - $135K
|
27.7K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.85K- 1.29% |
$121K - $135K
|
141K
$10.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.86K- 32.84% |
$122K - $136K
|
3.8K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.86K- 36.87% |
$122K - $137K
|
3.19K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.89K- 13.11% |
$124K - $138K
|
12.5K
$900K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.89K- 8.2% |
$124K - $138K
|
21.1K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.98K- 9.18% |
$130K - $145K
|
19.6K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2K- 18.09% |
$131K - $147K
|
9.06K
$651K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2K- 32.35% |
$131K - $147K
|
4.18K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.02K- 8.3% |
$132K - $148K
|
22.3K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2.11K- 13.12% |
$138K - $154K
|
14K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.12K- 30.07% |
$139K - $155K
|
4.92K
$354K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.12K- 30.07% |
$139K - $155K
|
4.92K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.13K- 12.94% |
$140K - $156K
|
14.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-2.13K- 2.26% |
$140K - $156K
|
92.2K
$6.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.14K- 7.45% |
$140K - $157K
|
26.6K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.14K- 6.64% |
$141K - $157K
|
30.2K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-2.15K- 7.79% |
$141K - $158K
|
25.4K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.16K- 3.24% |
$141K - $158K
|
64.4K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.16K- 3.44% |
$141K - $158K
|
60.5K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.17K- 6.18% |
$142K - $159K
|
32.9K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.17K- 6.51% |
$142K - $159K
|
31.2K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.17K- 33.91% |
$143K - $159K
|
4.23K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-2.2K- 11.61% |
$144K - $161K
|
16.8K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.2K- 7.91% |
$144K - $161K
|
25.6K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.25K- 27.11% |
$148K - $165K
|
6.06K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.25K- 7.77% |
$148K - $165K
|
26.8K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.28K- 22.57% |
$150K - $167K
|
7.84K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.29K- 2.25% |
$150K - $167K
|
99.2K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.32K- 16.64% |
$152K - $170K
|
11.6K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.35K- 31.88% |
$154K - $172K
|
5.03K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.37K- 6.64% |
$156K - $174K
|
33.3K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.39K- 9.09% |
$157K - $175K
|
23.9K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.44K- 24.5% |
$160K - $179K
|
7.51K
$540K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.45K- 82.07% |
$161K - $179K
|
534
$38.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.45K- 18.04% |
$161K - $180K
|
11.1K
$801K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.51K- 9.07% |
$164K - $184K
|
25.1K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 7.15% |
$166K - $185K
|
32.9K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.66K- 57.45% |
$175K - $195K
|
1.97K
$142K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.67K- 1.7% |
$175K - $196K
|
154K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.74K- 15.97% |
$180K - $201K
|
14.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.75K- 13.72% |
$180K - $201K
|
17.3K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.8K- 18.76% |
$183K - $205K
|
12.1K
$870K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.83K- 33.55% |
$186K - $208K
|
5.61K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.84K- 1.65% |
$186K - $208K
|
169K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.86K- 19.58% |
$188K - $210K
|
11.8K
$846K
|