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 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-129- 12.54% |
$6.47K - $7.54K
|
900
$58.7K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-131- 1.09% |
$6.57K - $7.66K
|
11.9K
$777K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-132- 34.55% |
$6.62K - $7.72K
|
250
$16.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-136- 2.84% |
$6.82K - $7.95K
|
4.66K
$303K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-140- 18.62% |
$7.03K - $8.19K
|
612
$39.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-147- 0.69% |
$7.38K - $8.6K
|
21.3K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-148- 1.14% |
$7.43K - $8.65K
|
12.8K
$833K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-148- 2.28% |
$7.43K - $8.65K
|
6.34K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-150- 1.3% |
$7.53K - $8.77K
|
11.4K
$742K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 6.7% |
$7.53K - $8.77K
|
2.09K
$136K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-160- 1.75% |
$8.03K - $9.36K
|
9.01K
$587K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-167- 0.16% |
$8.38K - $9.76K
|
102K
$6.66M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-168- 3.06% |
$8.43K - $9.82K
|
5.32K
$346K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-168- 3.06% |
$8.43K - $9.82K
|
5.32K
$346K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-170- 1.29% |
$8.53K - $9.94K
|
13K
$849K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-175- 0.96% |
$8.78K - $10.2K
|
18.1K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-175- 2.71% |
$8.78K - $10.2K
|
6.28K
$409K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-180- 17.08% |
$9.03K - $10.5K
|
874
$57K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-181- 12.97% |
$9.08K - $10.6K
|
1.22K
$79.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-182- 0.45% |
$9.13K - $10.6K
|
40K
$2.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-183- 7.7% |
$9.18K - $10.7K
|
2.2K
$143K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-195- 8.79% |
$9.79K - $11.4K
|
2.02K
$132K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-199- 2.25% |
$9.99K - $11.6K
|
8.65K
$563K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-200- 2.88% |
$10K - $11.7K
|
6.76K
$440K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-200- 3.17% |
$10K - $11.7K
|
6.1K
$398K
|
|
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
SELL
|
- |
-200- 3.03% |
$10K - $11.7K
|
6.4K
$417K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-202- 0.75% |
$10.1K - $11.8K
|
26.7K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-206- 2.57% |
$10.3K - $12K
|
7.8K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-210- 0.45% |
$10.5K - $12.3K
|
46.2K
$3.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-214- 6.6% |
$10.7K - $12.5K
|
3.03K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-214- 1.76% |
$10.7K - $12.5K
|
12K
$779K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-215- 41.59% |
$10.8K - $12.6K
|
302
$19.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-220- 0.7% |
$11K - $12.9K
|
31.3K
$2.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-222- 1.35% |
$11.1K - $13K
|
16.2K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-225- 2.52% |
$11.3K - $13.2K
|
8.69K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-228- 0.68% |
$11.4K - $13.3K
|
33.2K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-229- 3.59% |
$11.5K - $13.4K
|
6.16K
$401K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-232- 2.22% |
$11.6K - $13.6K
|
10.2K
$667K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-236- 13.04% |
$11.8K - $13.8K
|
1.57K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-245- 5.46% |
$12.3K - $14.3K
|
4.24K
$276K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-249- 14.37% |
$12.5K - $14.6K
|
1.48K
$96.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-250- 3.72% |
$12.5K - $14.6K
|
6.46K
$421K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-250- 1.15% |
$12.5K - $14.6K
|
21.4K
$1.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-251- 4.32% |
$12.6K - $14.7K
|
5.56K
$362K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-256- 49.61% |
$12.8K - $15K
|
260
$16.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-257- 1.79% |
$12.9K - $15K
|
14.1K
$920K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-271- 5.94% |
$13.6K - $15.8K
|
4.29K
$280K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-282- 5.74% |
$14.2K - $16.5K
|
4.63K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-284- 1.98% |
$14.3K - $16.6K
|
14K
$915K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-287- 2.54% |
$14.4K - $16.8K
|
11K
$718K
|