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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 8.66% |
$51.6K - $60.2K
|
10.9K
$666K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.03K- 6.6% |
$51.7K - $60.2K
|
14.6K
$894K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.05K- 7.54% |
$52.8K - $61.6K
|
12.9K
$792K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.06K- 13.03% |
$53.3K - $62.1K
|
7.09K
$435K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.07K- 1.0% |
$53.4K - $62.3K
|
105K
$6.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.07K- 13.68% |
$53.9K - $62.8K
|
6.78K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.11K- 1.45% |
$55.6K - $64.8K
|
75.1K
$4.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.11K- 7.55% |
$55.8K - $65K
|
13.6K
$835K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.12K- 4.58% |
$56K - $65.3K
|
23.2K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-1.12K- 7.94% |
$56.2K - $65.5K
|
13K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.12K- 6.3% |
$56.3K - $65.6K
|
16.7K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.13K- 22.08% |
$56.6K - $66K
|
3.98K
$244K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.14K- 6.86% |
$57K - $66.4K
|
15.4K
$946K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.15K- 20.18% |
$57.7K - $67.2K
|
4.55K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.15K- 1.0% |
$57.8K - $67.4K
|
114K
$7.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.2K- 14.33% |
$60.2K - $70.2K
|
7.18K
$440K
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.2K- 11.09% |
$60.2K - $70.2K
|
9.63K
$591K
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 2.46% |
$61.2K - $71.3K
|
48.4K
$2.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-1.3K- 0.41% |
$65.2K - $76K
|
314K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.31K- 2.77% |
$65.7K - $76.6K
|
46K
$2.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.33K- 7.13% |
$66.5K - $77.5K
|
17.3K
$1.06M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.33K- 19.55% |
$66.7K - $77.7K
|
5.47K
$336K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.34K- 6.86% |
$67.1K - $78.2K
|
18.2K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.42K- 55.92% |
$71.3K - $83.1K
|
1.12K
$68.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-1.47K- 3.25% |
$73.9K - $86.1K
|
43.8K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.47K- 0.37% |
$73.9K - $86.1K
|
391K
$24M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.5K- 17.17% |
$75K - $87.4K
|
7.21K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.54K- 24.25% |
$77.5K - $90.3K
|
4.82K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.61K- 1.45% |
$80.7K - $94K
|
109K
$6.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 0.94% |
$80.8K - $94.2K
|
169K
$10.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.63K- 6.0% |
$81.8K - $95.4K
|
25.6K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.64K- 1.49% |
$82.4K - $96.1K
|
109K
$6.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.66K- 1.75% |
$83K - $96.8K
|
92.7K
$5.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.68K- 2.53% |
$84.1K - $97.9K
|
64.6K
$3.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.74K- 15.13% |
$87.4K - $102K
|
9.77K
$599K
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.75K- 24.59% |
$87.8K - $102K
|
5.37K
$329K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.78K- 10.98% |
$89.3K - $104K
|
14.4K
$885K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.89K- 16.48% |
$94.8K - $111K
|
9.58K
$588K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.92K- 15.86% |
$96.4K - $112K
|
10.2K
$625K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.96K- 3.3% |
$98.6K - $115K
|
57.5K
$3.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.98K- 2.48% |
$99.5K - $116K
|
78K
$4.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.99K- 7.52% |
$99.9K - $116K
|
24.5K
$1.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
SELL
|
- |
-2K- 16.53% |
$100K - $117K
|
10.1K
$620K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-2K- 3.03% |
$100K - $117K
|
64K
$3.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2.01K- 90.67% |
$101K - $118K
|
207
$12.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.02K- 13.49% |
$101K - $118K
|
12.9K
$794K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.02K- 26.28% |
$101K - $118K
|
5.67K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.04K- 3.96% |
$102K - $119K
|
49.5K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.05K- 11.24% |
$103K - $120K
|
16.2K
$993K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.09K- 10.12% |
$105K - $122K
|
18.6K
$1.14M
|