Purchases and Sales Made in Q4 2021 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
35.2KNew |
$716K - $868K
|
35.2K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
20KNew |
$407K - $494K
|
20K
$1.23M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11KNew |
$224K - $272K
|
11K
$676K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.17KNew |
$23.8K - $28.8K
|
1.17K
$71.8K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
134+ 2.78% |
$2.73K - $3.31K
|
4.96K
$304K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-236- 70.24% |
$4.81K - $5.82K
|
100
$6.14K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.2KClosed |
$24.4K - $29.6K
|
0
$0
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22.5K- 55.63% |
$458K - $555K
|
17.9K
$1.1M
|