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 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
2.02K+ 1.45% |
$101K - $118K
|
141K
$8.65M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.01K+ 4.09% |
$101K - $117K
|
51.1K
$3.14M
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 2.37% |
$100K - $117K
|
86.4K
$5.31M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99K+ 7.31% |
$99.6K - $116K
|
29.2K
$1.79M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.98K+ 18.46% |
$99.5K - $116K
|
12.7K
$781K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.95K+ 12.52% |
$97.7K - $114K
|
17.5K
$1.07M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.92KNew |
$96.2K - $112K
|
1.92K
$118K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.9K+ 26.01% |
$95.4K - $111K
|
9.21K
$566K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.88K+ 22.53% |
$94.5K - $110K
|
10.2K
$629K
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.87K+ 7.15% |
$94K - $110K
|
28.1K
$1.73M
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1.81K+ 3844.68% |
$90.7K - $106K
|
1.85K
$114K
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.75K+ 24.84% |
$87.7K - $102K
|
8.78K
$539K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.73K+ 0.65% |
$87K - $101K
|
267K
$16.4M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.61KNew |
$80.7K - $94K
|
1.61K
$98.8K
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.6K+ 7.07% |
$80.3K - $93.6K
|
24.2K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.59K+ 39.45% |
$79.8K - $93K
|
5.62K
$345K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.59K+ 29.0% |
$79.5K - $92.7K
|
7.05K
$433K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.57K+ 153.13% |
$78.7K - $91.7K
|
2.59K
$159K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.55K+ 17.72% |
$78K - $90.9K
|
10.3K
$634K
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
1.54K+ 27.09% |
$77.1K - $89.9K
|
7.21K
$443K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$74.8K - $87.1K
|
1.49K
$91.5K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.47K+ 3.6% |
$73.9K - $86.1K
|
42.4K
$2.61M
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
1.47K+ 22.65% |
$73.6K - $85.8K
|
7.94K
$488K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.45KNew |
$72.8K - $84.8K
|
1.45K
$89.1K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4K+ 0.28% |
$70.2K - $81.8K
|
496K
$30.5M
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
1.38K+ 0.51% |
$69.4K - $80.9K
|
275K
$16.9M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.38K+ 30.72% |
$69.4K - $80.9K
|
5.89K
$362K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.38KNew |
$69.4K - $80.9K
|
1.38K
$85K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.38K+ 2.72% |
$69.2K - $80.7K
|
52.2K
$3.21M
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.38K+ 29.23% |
$69K - $80.4K
|
6.08K
$373K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 89.22% |
$68.5K - $79.8K
|
2.9K
$178K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.35K+ 21.11% |
$67.7K - $78.9K
|
7.75K
$476K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.35KNew |
$67.5K - $78.6K
|
1.35K
$82.6K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.34K+ 33.03% |
$67.1K - $78.2K
|
5.39K
$331K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.33KNew |
$66.8K - $77.8K
|
1.33K
$81.8K
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.32K+ 14.79% |
$66.2K - $77.2K
|
10.2K
$630K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 4.65% |
$65.1K - $75.9K
|
29.2K
$1.79M
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.29K+ 24.77% |
$64.7K - $75.4K
|
6.49K
$399K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.28K+ 3.16% |
$64K - $74.6K
|
41.7K
$2.56M
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.26K+ 37.59% |
$63.3K - $73.7K
|
4.62K
$284K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 11.39% |
$61.5K - $71.6K
|
12K
$736K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.21K+ 28.44% |
$60.8K - $70.9K
|
5.47K
$336K
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.2KNew |
$60.2K - $70.2K
|
1.2K
$73.7K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 11.08% |
$60.1K - $70K
|
12K
$738K
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.17K+ 19.7% |
$58.7K - $68.4K
|
7.1K
$436K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.14K+ 12.86% |
$57.3K - $66.7K
|
10K
$615K
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.14K+ 2.97% |
$57.2K - $66.6K
|
39.5K
$2.43M
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.13K+ 14.1% |
$56.9K - $66.2K
|
9.17K
$563K
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.13K+ 525.58% |
$56.7K - $66.1K
|
1.35K
$82.6K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.12KNew |
$56.3K - $65.5K
|
1.12K
$68.9K
|