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 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 50.0% |
$65.7K - $73.3K
|
3K
$184K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
996+ 21.47% |
$65.4K - $73K
|
5.64K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
993+ 0.42% |
$65.2K - $72.8K
|
239K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
978+ 10.92% |
$64.2K - $71.7K
|
9.93K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
975+ 2.74% |
$64K - $71.4K
|
36.6K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
959+ 12.59% |
$63K - $70.3K
|
8.58K
$527K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
958+ 4.56% |
$62.9K - $70.2K
|
22K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
950+ 0.97% |
$62.4K - $69.6K
|
98.5K
$6.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
908New |
$59.6K - $66.5K
|
908
$55.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
888+ 0.41% |
$58.3K - $65.1K
|
216K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
858+ 4.45% |
$56.3K - $62.9K
|
20.1K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
855+ 1.4% |
$56.1K - $62.7K
|
61.9K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
841+ 7.96% |
$55.2K - $61.6K
|
11.4K
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
813+ 25.2% |
$53.4K - $59.6K
|
4.04K
$248K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
806+ 3.18% |
$52.9K - $59.1K
|
26.2K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
792+ 14.15% |
$52K - $58K
|
6.39K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
791+ 3.76% |
$51.9K - $58K
|
21.9K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
769+ 0.9% |
$50.5K - $56.4K
|
86.4K
$5.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
756+ 9.51% |
$49.6K - $55.4K
|
8.71K
$535K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
756+ 2.15% |
$49.6K - $55.4K
|
35.9K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
726+ 3.54% |
$47.7K - $53.2K
|
21.2K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
715+ 17.65% |
$46.9K - $52.4K
|
4.77K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
691+ 8.25% |
$45.4K - $50.6K
|
9.06K
$557K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
688+ 15.73% |
$45.2K - $50.4K
|
5.06K
$311K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
686+ 12.58% |
$45K - $50.3K
|
6.14K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
682+ 5.72% |
$44.8K - $50K
|
12.6K
$775K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
680+ 2.42% |
$44.6K - $49.8K
|
28.8K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
666+ 22.44% |
$43.7K - $48.8K
|
3.63K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
660+ 10.72% |
$43.3K - $48.4K
|
6.82K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
660+ 2.57% |
$43.3K - $48.4K
|
26.3K
$1.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
647+ 2.64% |
$42.5K - $47.4K
|
25.2K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
641+ 18.31% |
$42.1K - $47K
|
4.14K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
619+ 4.49% |
$40.6K - $45.4K
|
14.4K
$886K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
609+ 7.8% |
$40K - $44.6K
|
8.41K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
603+ 6.71% |
$39.6K - $44.2K
|
9.6K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
593+ 4.87% |
$38.9K - $43.5K
|
12.8K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
590+ 14.29% |
$38.7K - $43.2K
|
4.72K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
587+ 0.41% |
$38.5K - $43K
|
144K
$8.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
566+ 19.32% |
$37.2K - $41.5K
|
3.5K
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
557+ 17.51% |
$36.6K - $40.8K
|
3.74K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
547+ 4.78% |
$35.9K - $40.1K
|
12K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
534+ 10.32% |
$35.1K - $39.1K
|
5.71K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
533+ 567.02% |
$35K - $39.1K
|
627
$38.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
533New |
$35K - $39.1K
|
533
$32.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
532+ 0.5% |
$34.9K - $39K
|
107K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
521+ 1.91% |
$34.2K - $38.2K
|
27.8K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
503New |
$33K - $36.9K
|
503
$30.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
501+ 0.61% |
$32.9K - $36.7K
|
82.5K
$5.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
489+ 14.07% |
$32.1K - $35.8K
|
3.97K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
489+ 1.35% |
$32.1K - $35.8K
|
36.7K
$2.26M
|