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
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.1K+ 44.85% |
$335K - $374K
|
16.5K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.05K+ 45.37% |
$332K - $370K
|
16.2K
$994K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.03K+ 72.12% |
$330K - $369K
|
12K
$738K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.02K+ 4.17% |
$329K - $367K
|
125K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
5.01KNew |
$329K - $367K
|
5.01K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.98KNew |
$327K - $365K
|
4.98K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.98K+ 0.51% |
$327K - $365K
|
975K
$59.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.95K+ 6.07% |
$325K - $363K
|
86.5K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.94K+ 4.72% |
$324K - $362K
|
110K
$6.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.66K+ 9.66% |
$306K - $341K
|
52.9K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.65K+ 48.86% |
$305K - $341K
|
14.2K
$870K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.59K+ 1.68% |
$301K - $336K
|
277K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.52K+ 2.13% |
$296K - $331K
|
217K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.42K+ 10.85% |
$290K - $324K
|
45.2K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
4.3KNew |
$282K - $315K
|
4.3K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.25KNew |
$279K - $312K
|
4.25K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.22K+ 3.75% |
$277K - $309K
|
117K
$7.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.2K+ 74.7% |
$275K - $307K
|
9.81K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.19KNew |
$275K - $307K
|
4.19K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$273K - $305K
|
4.16K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.15K+ 0.59% |
$273K - $304K
|
710K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.15K+ 7.92% |
$273K - $304K
|
56.6K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.09K+ 25.62% |
$268K - $299K
|
20K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.07K+ 6.91% |
$267K - $299K
|
63K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.05K+ 30.9% |
$266K - $297K
|
17.2K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.97K+ 12.67% |
$261K - $291K
|
35.3K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.95KNew |
$260K - $290K
|
3.95K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.93KNew |
$258K - $288K
|
3.93K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.92K+ 64.05% |
$257K - $287K
|
10K
$617K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.86K+ 31.09% |
$253K - $283K
|
16.3K
$999K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3.69K+ 8.62% |
$242K - $270K
|
46.4K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.63KNew |
$239K - $266K
|
3.63K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.6K+ 32.3% |
$236K - $264K
|
14.7K
$906K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.58K+ 9.27% |
$235K - $262K
|
42.2K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.5K+ 13.36% |
$230K - $257K
|
29.7K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$230K - $256K
|
3.5K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 0.76% |
$228K - $255K
|
464K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.44K+ 5.48% |
$226K - $252K
|
66.2K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 4.13% |
$222K - $248K
|
85.4K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.37K+ 1.01% |
$222K - $247K
|
337K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 8.6% |
$218K - $243K
|
41.9K
$2.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
3.31KNew |
$217K - $243K
|
3.31K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.29K+ 2.13% |
$216K - $241K
|
158K
$9.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.27K+ 81.4% |
$215K - $240K
|
7.29K
$448K
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.26KNew |
$214K - $239K
|
3.26K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
3.24KNew |
$213K - $238K
|
3.24K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.24K+ 18.36% |
$213K - $237K
|
20.9K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.19KNew |
$210K - $234K
|
3.19K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.19K+ 76.45% |
$209K - $234K
|
7.36K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.18K+ 4.51% |
$209K - $233K
|
73.7K
$4.53M
|