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
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-599- 5.15% |
$30.1K - $35K
|
11K
$676K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-608- 1.02% |
$30.5K - $35.5K
|
59.1K
$3.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-610- 0.57% |
$30.6K - $35.7K
|
106K
$6.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-610- 5.0% |
$30.6K - $35.7K
|
11.6K
$711K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-620- 0.23% |
$31.1K - $36.3K
|
267K
$16.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-629- 8.27% |
$31.6K - $36.8K
|
6.98K
$428K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-637- 0.99% |
$32K - $37.2K
|
63.6K
$3.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-647- 0.73% |
$32.5K - $37.8K
|
88.6K
$5.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-653- 7.16% |
$32.8K - $38.2K
|
8.47K
$520K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-678- 7.16% |
$34K - $39.6K
|
8.79K
$539K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-678- 8.72% |
$34K - $39.6K
|
7.1K
$435K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-698- 1.66% |
$35K - $40.8K
|
41.3K
$2.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-700- 21.08% |
$35.1K - $40.9K
|
2.62K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-704- 7.05% |
$35.3K - $41.2K
|
9.29K
$570K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-709- 6.85% |
$35.6K - $41.5K
|
9.63K
$591K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-741- 0.69% |
$37.2K - $43.3K
|
107K
$6.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-750- 6.33% |
$37.6K - $43.9K
|
11.1K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-750- 4.08% |
$37.6K - $43.9K
|
17.6K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-765- 1.81% |
$38.4K - $44.7K
|
41.4K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-767- 0.55% |
$38.5K - $44.8K
|
139K
$8.5M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-770- 8.79% |
$38.6K - $45K
|
7.99K
$490K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-774- 1.15% |
$38.8K - $45.3K
|
66.6K
$4.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-780- 2.77% |
$39.1K - $45.6K
|
27.4K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-783- 3.91% |
$39.3K - $45.8K
|
19.2K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-789- 9.48% |
$39.6K - $46.1K
|
7.53K
$462K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-794- 3.02% |
$39.8K - $46.4K
|
25.5K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-800- 8.22% |
$40.1K - $46.8K
|
8.94K
$548K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-812- 6.6% |
$40.7K - $47.5K
|
11.5K
$705K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-825- 9.18% |
$41.4K - $48.2K
|
8.16K
$501K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-835- 18.89% |
$41.9K - $48.8K
|
3.59K
$220K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-836- 21.23% |
$42K - $48.9K
|
3.1K
$190K
|
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
SELL
|
- |
-840- 2.07% |
$42.2K - $49.1K
|
39.8K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-848- 9.07% |
$42.6K - $49.6K
|
8.5K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-853- 3.54% |
$42.8K - $49.9K
|
23.2K
$1.42M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-853- 3.54% |
$42.8K - $49.9K
|
23.2K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-861- 1.85% |
$43.2K - $50.3K
|
45.7K
$2.8M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-873- 5.84% |
$43.8K - $51K
|
14.1K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-880- 3.15% |
$44.2K - $51.5K
|
27.1K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-886- 1.12% |
$44.5K - $51.8K
|
78.4K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-900- 8.45% |
$45.2K - $52.6K
|
9.76K
$599K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-900- 3.87% |
$45.2K - $52.6K
|
22.4K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-900- 67.57% |
$45.2K - $52.6K
|
432
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-908- 6.54% |
$45.6K - $53.1K
|
13K
$796K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-910- 19.88% |
$45.7K - $53.2K
|
3.67K
$225K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-932- 20.08% |
$46.8K - $54.5K
|
3.71K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-935- 75.53% |
$46.9K - $54.7K
|
303
$18.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-970- 4.79% |
$48.7K - $56.7K
|
19.3K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-983- 1.47% |
$49.3K - $57.5K
|
66K
$4.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-994- 2.1% |
$49.9K - $58.1K
|
46.3K
$2.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.03K- 40.32% |
$51.4K - $59.9K
|
1.52K
$93.1K
|