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
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.69KNew |
$185K - $216K
|
3.69K
$227K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.69K+ 15.9% |
$185K - $216K
|
26.9K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.68KNew |
$185K - $215K
|
3.68K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.67K+ 18.28% |
$184K - $215K
|
23.8K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.67KNew |
$184K - $214K
|
3.67K
$225K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
3.65K+ 16.56% |
$183K - $214K
|
25.7K
$1.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
3.64KNew |
$183K - $213K
|
3.64K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.63KNew |
$182K - $212K
|
3.63K
$223K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.6KNew |
$180K - $210K
|
3.6K
$221K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.58KNew |
$180K - $209K
|
3.58K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.57KNew |
$179K - $209K
|
3.57K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.56K+ 45.83% |
$179K - $208K
|
11.3K
$697K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.55KNew |
$178K - $208K
|
3.55K
$218K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.55K+ 2.9% |
$178K - $208K
|
126K
$7.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
3.55KNew |
$178K - $208K
|
3.55K
$218K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
3.55KNew |
$178K - $207K
|
3.55K
$218K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.54KNew |
$177K - $207K
|
3.54K
$217K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.52KNew |
$177K - $206K
|
3.52K
$217K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.52K+ 15.28% |
$177K - $206K
|
26.6K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.42K+ 8.94% |
$171K - $200K
|
41.6K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.38K+ 22.58% |
$169K - $197K
|
18.3K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 15.27% |
$169K - $197K
|
25.5K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.29K+ 62.46% |
$165K - $192K
|
8.56K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.29K+ 1.39% |
$165K - $192K
|
241K
$14.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.27K+ 56.39% |
$164K - $191K
|
9.07K
$557K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.2K+ 82.54% |
$160K - $187K
|
7.07K
$434K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.19K+ 48.82% |
$160K - $186K
|
9.71K
$597K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$160K - $186K
|
3.18K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.16K+ 19.05% |
$159K - $185K
|
19.8K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
3.11K+ 20.51% |
$156K - $182K
|
18.2K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.1K+ 50.28% |
$155K - $181K
|
9.25K
$568K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.04K+ 19.63% |
$152K - $177K
|
18.5K
$1.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.98KNew |
$150K - $174K
|
2.98K
$183K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.93K+ 6.24% |
$147K - $171K
|
49.9K
$3.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.84K+ 32.54% |
$143K - $166K
|
11.6K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6KNew |
$130K - $152K
|
2.6K
$159K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
2.54K+ 2.26% |
$127K - $148K
|
115K
$7.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.5K+ 48.65% |
$126K - $146K
|
7.65K
$470K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.49K+ 2.49% |
$125K - $145K
|
102K
$6.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.43K+ 11.19% |
$122K - $142K
|
24.1K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.4K+ 800.0% |
$120K - $140K
|
2.7K
$166K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.31K+ 5.61% |
$116K - $135K
|
43.4K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.22K+ 27.47% |
$111K - $130K
|
10.3K
$632K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.21K+ 23.05% |
$111K - $129K
|
11.8K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.16KNew |
$108K - $126K
|
2.16K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.14K+ 8.65% |
$107K - $125K
|
26.8K
$1.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.13K+ 12.23% |
$107K - $125K
|
19.6K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.09K+ 18.87% |
$105K - $122K
|
13.1K
$807K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.05K+ 14.02% |
$103K - $120K
|
16.7K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.02K+ 78.01% |
$101K - $118K
|
4.61K
$283K
|