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 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-17- 0.21% |
$853 - $994
|
8.09K
$527K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-19- 0.45% |
$953 - $1.11K
|
4.19K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-19- 0.37% |
$953 - $1.11K
|
5.06K
$330K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 3.92% |
$1K - $1.17K
|
490
$31.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 0.24% |
$1.05K - $1.23K
|
8.74K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-26- 0.46% |
$1.3K - $1.52K
|
5.68K
$370K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-26- 1.2% |
$1.3K - $1.52K
|
2.15K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-26- 0.43% |
$1.3K - $1.52K
|
6.08K
$396K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-28- 0.53% |
$1.41K - $1.64K
|
5.26K
$342K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 1.0% |
$1.51K - $1.75K
|
2.98K
$194K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-32- 0.45% |
$1.61K - $1.87K
|
7.02K
$457K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-32- 0.23% |
$1.61K - $1.87K
|
14K
$911K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-33- 0.42% |
$1.66K - $1.93K
|
7.86K
$512K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-35- 0.02% |
$1.76K - $2.05K
|
204K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-36- 0.18% |
$1.81K - $2.1K
|
19.4K
$1.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-36- 33.33% |
$1.81K - $2.1K
|
72
$4.69K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-42- 0.86% |
$2.11K - $2.46K
|
4.86K
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.5% |
$2.26K - $2.63K
|
8.88K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-45- 0.33% |
$2.26K - $2.63K
|
13.5K
$883K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-46- 0.64% |
$2.31K - $2.69K
|
7.15K
$466K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 2.03% |
$2.46K - $2.87K
|
2.36K
$154K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.83% |
$2.51K - $2.92K
|
5.96K
$388K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-52- 1.57% |
$2.61K - $3.04K
|
3.26K
$212K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 0.77% |
$2.81K - $3.27K
|
7.26K
$473K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-60- 1.12% |
$3.01K - $3.51K
|
5.28K
$344K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-61- 0.83% |
$3.06K - $3.57K
|
7.27K
$474K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-62- 1.91% |
$3.11K - $3.63K
|
3.18K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-64- 0.5% |
$3.21K - $3.74K
|
12.6K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-76- 0.9% |
$3.81K - $4.44K
|
8.41K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-78- 1.81% |
$3.91K - $4.56K
|
4.23K
$276K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-79- 4.89% |
$3.96K - $4.62K
|
1.54K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-82- 0.76% |
$4.11K - $4.79K
|
10.7K
$695K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82- 1.62% |
$4.11K - $4.79K
|
4.99K
$325K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-90- 0.92% |
$4.52K - $5.26K
|
9.72K
$634K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-98- 2.15% |
$4.92K - $5.73K
|
4.47K
$291K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-99- 1.82% |
$4.97K - $5.79K
|
5.34K
$348K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-99- 5.46% |
$4.97K - $5.79K
|
1.71K
$112K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-99- 0.22% |
$4.97K - $5.79K
|
44.5K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-100- 9.35% |
$5.02K - $5.85K
|
969
$63.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-100- 0.9% |
$5.02K - $5.85K
|
11K
$717K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 8.76% |
$5.02K - $5.85K
|
1.04K
$67.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-100- 1.58% |
$5.02K - $5.85K
|
6.25K
$407K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.53% |
$5.02K - $5.85K
|
6.45K
$420K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 1.74% |
$5.02K - $5.85K
|
5.65K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-100- 0.76% |
$5.02K - $5.85K
|
13.1K
$851K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-100- 1.01% |
$5.02K - $5.85K
|
9.76K
$636K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.96% |
$5.02K - $5.85K
|
10.4K
$675K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-102- 0.57% |
$5.12K - $5.96K
|
17.8K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-109- 1.46% |
$5.47K - $6.37K
|
7.37K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-125- 0.78% |
$6.27K - $7.31K
|
15.9K
$1.04M
|