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 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
26+ 0.51% |
$1.3K - $1.52K
|
5.15K
$316K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 0.06% |
$1.2K - $1.4K
|
40.6K
$2.49M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 1.91% |
$1.15K - $1.34K
|
1.23K
$75.4K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 7.67% |
$1.1K - $1.29K
|
309
$19K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
21+ 0.13% |
$1.05K - $1.23K
|
16.6K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
21+ 0.27% |
$1.05K - $1.23K
|
7.67K
$470K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20+ 0.37% |
$1K - $1.17K
|
5.38K
$330K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20+ 1.05% |
$1K - $1.17K
|
1.92K
$118K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19+ 0.23% |
$953 - $1.11K
|
8.4K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
18+ 0.24% |
$903 - $1.05K
|
7.57K
$464K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 180.0% |
$903 - $1.05K
|
28
$1.72K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14+ 5.6% |
$703 - $819
|
264
$16.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14+ 0.32% |
$703 - $819
|
4.36K
$268K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.66% |
$502 - $585
|
1.54K
$94.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
8+ 0.04% |
$401 - $468
|
20.7K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8+ 0.18% |
$401 - $468
|
4.47K
$274K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.15% |
$351 - $409
|
4.79K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.9% |
$351 - $409
|
788
$48.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7+ 14.0% |
$351 - $409
|
57
$3.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.42% |
$301 - $351
|
1.42K
$87.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.77% |
$251 - $292
|
654
$40.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
5+ 0.05% |
$251 - $292
|
10.6K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.55% |
$251 - $292
|
915
$56.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.84% |
$201 - $234
|
483
$29.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.92% |
$151 - $175
|
328
$20.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
3+ 0.02% |
$151 - $175
|
19.2K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.36% |
$151 - $175
|
845
$51.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
3+ 0.03% |
$151 - $175
|
9.85K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.53% |
$100 - $117
|
380
$23.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$100 - $117
|
6.15K
$377K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.72% |
$100 - $117
|
278
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$100 - $117
|
2.46K
$151K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.25% |
$100 - $117
|
812
$49.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.02% |
$100 - $117
|
9.88K
$606K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.07% |
$50.2 - $58.5
|
1.53K
$94K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.59% |
$50.2 - $58.5
|
64
$3.93K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Henry James International Management Inc.
|
SELL
|
- |
-1- 0.01% |
$50.2 - $58.5
|
11.3K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$100 - $117
|
4.08K
$250K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-3- 0.06% |
$151 - $175
|
4.74K
$291K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8- 10.0% |
$401 - $468
|
72
$4.42K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9- 0.03% |
$452 - $526
|
31.2K
$1.91M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-9- 0.15% |
$452 - $526
|
5.94K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-10- 0.08% |
$502 - $585
|
11.8K
$726K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-10- 0.15% |
$502 - $585
|
6.84K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12- 0.09% |
$602 - $702
|
12.7K
$776K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-14- 0.32% |
$703 - $819
|
4.33K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-17- 0.21% |
$853 - $994
|
8.09K
$496K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-19- 0.37% |
$953 - $1.11K
|
5.06K
$310K
|