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
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.79K+ 114.22% |
$240K - $280K
|
8.98K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.78KNew |
$240K - $280K
|
4.78K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.78K+ 13.91% |
$240K - $279K
|
39.1K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.76KNew |
$239K - $278K
|
4.76K
$293K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
4.7KNew |
$236K - $275K
|
4.7K
$289K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.46K+ 13.49% |
$224K - $261K
|
37.6K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.45KNew |
$223K - $260K
|
4.45K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.39K+ 24.48% |
$220K - $256K
|
22.3K
$1.37M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.34KNew |
$218K - $254K
|
4.34K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.32KNew |
$217K - $252K
|
4.32K
$265K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
4.31K+ 33.02% |
$216K - $252K
|
17.3K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.23K+ 8.96% |
$212K - $247K
|
51.5K
$3.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.22K+ 4.63% |
$212K - $246K
|
95.3K
$5.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4.2K+ 15.96% |
$211K - $246K
|
30.5K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.14KNew |
$208K - $242K
|
4.14K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.13KNew |
$207K - $242K
|
4.13K
$254K
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.12KNew |
$207K - $241K
|
4.12K
$253K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.12KNew |
$207K - $241K
|
4.12K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.1K+ 9.13% |
$206K - $240K
|
49K
$3.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.07KNew |
$204K - $238K
|
4.07K
$250K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
4.05KNew |
$203K - $237K
|
4.05K
$249K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.05KNew |
$203K - $237K
|
4.05K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.05K+ 30.35% |
$203K - $237K
|
17.4K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.05KNew |
$203K - $237K
|
4.05K
$249K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
4.05KNew |
$203K - $237K
|
4.05K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.01KNew |
$201K - $234K
|
4.01K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
4.01KNew |
$201K - $234K
|
4.01K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.98KNew |
$200K - $233K
|
3.98K
$244K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
3.98KNew |
$200K - $232K
|
3.98K
$244K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.97KNew |
$199K - $232K
|
3.97K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
3.96KNew |
$199K - $232K
|
3.96K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.96KNew |
$198K - $231K
|
3.96K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.95K+ 8.31% |
$198K - $231K
|
51.5K
$3.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.92KNew |
$197K - $229K
|
3.92K
$241K
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.88K+ 33.39% |
$195K - $227K
|
15.5K
$953K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.84KNew |
$193K - $225K
|
3.84K
$236K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
3.84KNew |
$193K - $225K
|
3.84K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.81KNew |
$191K - $223K
|
3.81K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.81KNew |
$191K - $222K
|
3.81K
$234K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.8KNew |
$191K - $222K
|
3.8K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.79KNew |
$190K - $221K
|
3.79K
$233K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.77KNew |
$189K - $221K
|
3.77K
$232K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$230K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$188K - $219K
|
3.74K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
3.74KNew |
$187K - $218K
|
3.74K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3.73KNew |
$187K - $218K
|
3.73K
$229K
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
3.7K+ 0.25% |
$186K - $217K
|
1.49M
$91.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.7KNew |
$186K - $217K
|
3.7K
$228K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
3.7KNew |
$186K - $216K
|
3.7K
$227K
|