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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.38K- 3.51% |
$222K - $248K
|
92.8K
$5.7M
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.4K- 1.89% |
$223K - $249K
|
177K
$10.9M
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-3.44K- 0.68% |
$226K - $252K
|
502K
$30.8M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.45K- 5.74% |
$226K - $253K
|
56.6K
$3.47M
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-3.47K- 44.56% |
$227K - $254K
|
4.31K
$265K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.53K- 30.89% |
$232K - $259K
|
7.89K
$484K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.58K- 51.09% |
$235K - $262K
|
3.42K
$210K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-3.61K- 18.11% |
$237K - $264K
|
16.3K
$1M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 9.49% |
$249K - $278K
|
36.1K
$2.22M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.79K- 16.33% |
$249K - $278K
|
19.4K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.85K- 25.26% |
$253K - $282K
|
11.4K
$699K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.85K- 3.13% |
$253K - $282K
|
119K
$7.33M
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4K- 5.7% |
$263K - $293K
|
66.2K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.06K- 1.98% |
$266K - $297K
|
201K
$12.3M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.26K- 1.91% |
$280K - $312K
|
219K
$13.4M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.27K- 10.21% |
$280K - $313K
|
37.5K
$2.3M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.37K- 4.95% |
$287K - $320K
|
83.9K
$5.15M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.4K- 8.88% |
$289K - $322K
|
45.1K
$2.77M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.4K- 2.53% |
$289K - $322K
|
170K
$10.4M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.43K- 2.28% |
$291K - $324K
|
190K
$11.7M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.54K- 38.34% |
$298K - $333K
|
7.3K
$448K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.63K- 7.03% |
$304K - $339K
|
61.2K
$3.76M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.75K- 0.99% |
$312K - $348K
|
476K
$29.2M
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-4.78K- 4.24% |
$314K - $350K
|
108K
$6.62M
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.81K- 0.59% |
$316K - $353K
|
813K
$49.9M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.89K- 3.37% |
$321K - $358K
|
140K
$8.6M
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-5K- 31.64% |
$328K - $366K
|
10.8K
$663K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5.45K- 1.89% |
$358K - $399K
|
283K
$17.4M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.49K- 47.92% |
$360K - $402K
|
5.96K
$366K
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 1.24% |
$368K - $410K
|
448K
$27.5M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.65K- 6.21% |
$371K - $414K
|
85.3K
$5.23M
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-5.67K- 1.33% |
$372K - $416K
|
421K
$25.8M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.73K- 18.63% |
$376K - $420K
|
25K
$1.54M
|
|
Nov 08, 2024
Q3 2024
|
Scp Investment, LP
|
SELL
|
- |
-5.9K- 20.49% |
$387K - $432K
|
22.9K
$1.41M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.39K- 12.71% |
$420K - $468K
|
43.9K
$2.69M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.43K- 57.88% |
$422K - $471K
|
4.68K
$287K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6.6K- 2.51% |
$433K - $483K
|
256K
$15.7M
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.75K- 5.21% |
$443K - $495K
|
123K
$7.53M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-7.14K- 15.83% |
$469K - $523K
|
38K
$2.33M
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-7.31K- 0.61% |
$480K - $535K
|
1.2M
$73.6M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.77K- 14.75% |
$510K - $570K
|
44.9K
$2.76M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.88K- 14.21% |
$517K - $577K
|
47.5K
$2.92M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8K- 30.49% |
$525K - $586K
|
18.2K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.47K- 60.53% |
$556K - $620K
|
5.52K
$339K
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.55K- 71.01% |
$561K - $627K
|
3.49K
$214K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.71K- 57.06% |
$638K - $712K
|
7.31K
$448K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.77K- 4.74% |
$641K - $716K
|
196K
$12M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.95K- 71.9% |
$653K - $729K
|
3.89K
$239K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-10K- 38.62% |
$658K - $734K
|
15.9K
$977K
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-10.6K- 2.22% |
$694K - $775K
|
466K
$28.6M
|