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
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-5K- 22.73% |
$251K - $292K
|
17K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.02K- 0.41% |
$252K - $294K
|
1.21M
$74.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.35K- 65.19% |
$269K - $313K
|
2.86K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.6K- 10.65% |
$281K - $327K
|
47K
$2.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.62K- 44.38% |
$282K - $328K
|
7.04K
$432K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-5.91K- 38.51% |
$296K - $345K
|
9.43K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-5.96K- 4.7% |
$299K - $348K
|
121K
$7.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.14K- 16.1% |
$308K - $359K
|
32K
$1.96M
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-6.21K- 0.63% |
$312K - $363K
|
984K
$60.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-6.45K- 3.36% |
$323K - $377K
|
185K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.65K- 2.61% |
$334K - $389K
|
249K
$15.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-6.88K- 18.81% |
$345K - $402K
|
29.7K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-7.38K- 91.36% |
$370K - $431K
|
698
$42.8K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.39K- 7.53% |
$371K - $432K
|
90.6K
$5.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-7.41K- 1.3% |
$372K - $433K
|
563K
$34.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.61K- 3.51% |
$382K - $445K
|
209K
$12.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.78K- 12.25% |
$390K - $455K
|
55.8K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.02K- 5.57% |
$402K - $469K
|
136K
$8.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.38K- 65.07% |
$421K - $490K
|
4.5K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-8.52K- 8.08% |
$428K - $498K
|
96.9K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.76K- 10.91% |
$439K - $512K
|
71.5K
$4.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.07K- 51.61% |
$455K - $530K
|
8.5K
$521K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-9.76K- 7.61% |
$490K - $571K
|
118K
$7.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 66.67% |
$502K - $585K
|
5K
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.4K- 5.81% |
$521K - $607K
|
168K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-11.6K- 16.61% |
$581K - $677K
|
58.1K
$3.57M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.1K- 4.8% |
$605K - $705K
|
239K
$14.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-12.3K- 6.66% |
$615K - $717K
|
172K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-12.8K- 7.11% |
$642K - $748K
|
167K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-13.2K- 16.88% |
$660K - $769K
|
64.8K
$3.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-13.6K- 56.67% |
$682K - $795K
|
10.4K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-14.3K- 4.89% |
$719K - $838K
|
279K
$17.1M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-14.4K- 4.88% |
$723K - $842K
|
281K
$17.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-15.3K- 11.93% |
$769K - $896K
|
113K
$6.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17K- 0.25% |
$851K - $991K
|
6.78M
$416M
|
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
SELL
|
- |
-17.4K- 8.11% |
$874K - $1.02M
|
197K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-18.7K- 50.88% |
$937K - $1.09M
|
18K
$1.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-18.9K- 19.23% |
$949K - $1.11M
|
79.4K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
SELL
|
- |
-20K- 40.0% |
$1M - $1.17M
|
30K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20.5K- 25.42% |
$1.03M - $1.2M
|
60.1K
$3.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.5K- 44.85% |
$1.03M - $1.2M
|
25.2K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.2K- 2.27% |
$1.07M - $1.24M
|
915K
$56.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.3K- 2.96% |
$1.07M - $1.24M
|
697K
$42.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-22.5K- 12.55% |
$1.13M - $1.32M
|
157K
$9.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-24.7K- 2.55% |
$1.24M - $1.44M
|
944K
$57.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-25.2K- 3.14% |
$1.26M - $1.47M
|
776K
$47.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-25.8K- 5.52% |
$1.3M - $1.51M
|
442K
$27.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-28.6K- 13.71% |
$1.43M - $1.67M
|
180K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30.5K- 26.27% |
$1.53M - $1.78M
|
85.6K
$5.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-31.2K- 26.52% |
$1.57M - $1.82M
|
86.5K
$5.31M
|