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 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-288- 4.26% |
$14.5K - $16.8K
|
6.48K
$422K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-293- 5.26% |
$14.7K - $17.1K
|
5.28K
$344K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-295- 4.81% |
$14.8K - $17.2K
|
5.84K
$380K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-298- 11.44% |
$15K - $17.4K
|
2.31K
$150K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-300- 1.78% |
$15.1K - $17.5K
|
16.5K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-305- 0.54% |
$15.3K - $17.8K
|
56K
$3.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-318- 6.63% |
$16K - $18.6K
|
4.48K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-324- 3.61% |
$16.3K - $18.9K
|
8.66K
$564K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-331- 4.78% |
$16.6K - $19.4K
|
6.59K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-332- 2.53% |
$16.7K - $19.4K
|
12.8K
$834K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-333- 7.18% |
$16.7K - $19.5K
|
4.3K
$280K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-338Closed |
$17K - $19.8K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-338- 0.37% |
$17K - $19.8K
|
90.7K
$5.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-344- 5.08% |
$17.3K - $20.1K
|
6.43K
$419K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-345- 6.77% |
$17.3K - $20.2K
|
4.75K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-350- 8.27% |
$17.6K - $20.5K
|
3.88K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-350- 0.62% |
$17.6K - $20.5K
|
55.7K
$3.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-351- 1.71% |
$17.6K - $20.5K
|
20.2K
$1.31M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-363- 3.13% |
$18.2K - $21.2K
|
11.2K
$731K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-383- 11.12% |
$19.2K - $22.4K
|
3.06K
$199K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-387- 2.31% |
$19.4K - $22.6K
|
16.3K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 6.41% |
$20.1K - $23.4K
|
5.84K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-410- 0.1% |
$20.6K - $24K
|
418K
$27.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-416- 1.51% |
$20.9K - $24.3K
|
27.2K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-420- 6.4% |
$21.1K - $24.6K
|
6.14K
$400K
|
|
|
Jan 31, 2023
Q4 2022
|
Reik & Co., LLC
|
SELL
|
- |
-420- 0.7% |
$21.1K - $24.6K
|
59.6K
$3.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-425- 5.39% |
$21.3K - $24.8K
|
7.46K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-428- 3.44% |
$21.5K - $25K
|
12K
$784K
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-439- 0.77% |
$22K - $25.7K
|
56.5K
$3.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-440- 1.24% |
$22.1K - $25.7K
|
35K
$2.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-450- 15.34% |
$22.6K - $26.3K
|
2.48K
$162K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-453- 10.24% |
$22.7K - $26.5K
|
3.97K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-470- 1.99% |
$23.6K - $27.5K
|
23.1K
$1.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-479- 4.81% |
$24K - $28K
|
9.49K
$618K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-499- 2.43% |
$25K - $29.2K
|
20K
$1.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 55.56% |
$25.1K - $29.2K
|
400
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-500- 6.22% |
$25.1K - $29.2K
|
7.54K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-505- 12.99% |
$25.3K - $29.5K
|
3.38K
$220K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-512- 7.08% |
$25.7K - $29.9K
|
6.72K
$438K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-513- 1.05% |
$25.7K - $30K
|
48.6K
$3.17M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-533- 87.66% |
$26.7K - $31.2K
|
75
$4.89K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-534- 1.29% |
$26.8K - $31.2K
|
40.9K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-534- 4.7% |
$26.8K - $31.2K
|
10.8K
$706K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-539- 3.33% |
$27K - $31.5K
|
15.6K
$1.02M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-548- 4.26% |
$27.5K - $32K
|
12.3K
$803K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-548- 8.33% |
$27.5K - $32K
|
6.03K
$393K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-550- 7.43% |
$27.6K - $32.2K
|
6.86K
$447K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-550- 9.74% |
$27.6K - $32.2K
|
5.1K
$332K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-559- 2.77% |
$28.1K - $32.7K
|
19.6K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-560- 0.3% |
$28.1K - $32.7K
|
188K
$12.2M
|