Purchases and Sales Made in Q4 2022 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2022. 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 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
238New |
$11.9K - $13.9K
|
238
$14.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
228New |
$11.4K - $13.3K
|
228
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
225+ 3.74% |
$11.3K - $13.2K
|
6.25K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
221+ 1.64% |
$11.1K - $12.9K
|
13.7K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
220+ 3.22% |
$11K - $12.9K
|
7.05K
$432K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
210+ 6.49% |
$10.5K - $12.3K
|
3.45K
$212K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
210+ 4.84% |
$10.5K - $12.3K
|
4.55K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
200+ 2.02% |
$10K - $11.7K
|
10.1K
$620K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200+ 147.06% |
$10K - $11.7K
|
336
$20.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
195+ 1.96% |
$9.79K - $11.4K
|
10.1K
$622K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
189+ 0.99% |
$9.48K - $11.1K
|
19.4K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
188+ 2.51% |
$9.43K - $11K
|
7.68K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
186+ 2.03% |
$9.33K - $10.9K
|
9.37K
$575K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
179+ 4.02% |
$8.98K - $10.5K
|
4.63K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
160+ 2.69% |
$8.03K - $9.36K
|
6.1K
$374K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
156New |
$7.83K - $9.12K
|
156
$9.57K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
154+ 0.38% |
$7.73K - $9K
|
40.7K
$2.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
151+ 0.22% |
$7.58K - $8.83K
|
68.4K
$4.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
140New |
$7.03K - $8.19K
|
140
$8.59K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
137+ 0.4% |
$6.87K - $8.01K
|
34K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
122+ 1.28% |
$6.12K - $7.13K
|
9.68K
$594K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
121+ 1.21% |
$6.07K - $7.07K
|
10.1K
$622K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
119+ 0.44% |
$5.97K - $6.96K
|
27.4K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
117+ 2.78% |
$5.87K - $6.84K
|
4.33K
$266K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
111+ 1.43% |
$5.57K - $6.49K
|
7.89K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
104+ 1.48% |
$5.22K - $6.08K
|
7.13K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
102+ 99.03% |
$5.12K - $5.96K
|
205
$12.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100New |
$5.02K - $5.85K
|
100
$6.14K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
100+ 0.5% |
$5.02K - $5.85K
|
20.2K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 0.74% |
$5.02K - $5.85K
|
13.6K
$836K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
100New |
$5.02K - $5.85K
|
100
$6.14K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 0.83% |
$5.02K - $5.85K
|
12.2K
$749K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
100+ 1.43% |
$5.02K - $5.85K
|
7.12K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
93New |
$4.67K - $5.44K
|
93
$5.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
91+ 11.28% |
$4.57K - $5.32K
|
898
$55.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84+ 1.22% |
$4.22K - $4.91K
|
6.95K
$426K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
83New |
$4.16K - $4.85K
|
83
$5.09K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
83+ 1.56% |
$4.16K - $4.85K
|
5.39K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
81+ 3.7% |
$4.06K - $4.74K
|
2.27K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
80+ 0.37% |
$4.01K - $4.68K
|
21.4K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
79+ 52.67% |
$3.96K - $4.62K
|
229
$14.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
78+ 0.89% |
$3.91K - $4.56K
|
8.86K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
76+ 0.6% |
$3.81K - $4.44K
|
12.7K
$779K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
75+ 0.41% |
$3.76K - $4.39K
|
18.6K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 0.81% |
$2.71K - $3.16K
|
6.7K
$411K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
51+ 0.89% |
$2.56K - $2.98K
|
5.75K
$353K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
47+ 0.62% |
$2.36K - $2.75K
|
7.6K
$466K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
43+ 0.24% |
$2.16K - $2.51K
|
18.3K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
40+ 11.24% |
$2.01K - $2.34K
|
396
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
28+ 0.69% |
$1.41K - $1.64K
|
4.06K
$249K
|