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 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
555+ 54.09% |
$27.8K - $32.5K
|
1.58K
$97.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
533New |
$26.7K - $31.2K
|
533
$32.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
530+ 4.49% |
$26.6K - $31K
|
12.3K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
523+ 7.37% |
$26.2K - $30.6K
|
7.62K
$468K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
520+ 9.05% |
$26.1K - $30.4K
|
6.27K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
504+ 2.61% |
$25.3K - $29.5K
|
19.8K
$1.22M
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
500+ 2.6% |
$25.1K - $29.2K
|
19.7K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Beddow Capital Management Inc
|
BUY
|
- |
500+ 0.8% |
$25.1K - $29.2K
|
63.4K
$3.89M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
493+ 2.2% |
$24.7K - $28.8K
|
22.9K
$1.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
470New |
$23.6K - $27.5K
|
470
$28.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
467+ 10.99% |
$23.4K - $27.3K
|
4.72K
$290K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
460+ 10.44% |
$23.1K - $26.9K
|
4.87K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
451+ 3.27% |
$22.6K - $26.4K
|
14.2K
$875K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
450+ 108.7% |
$22.6K - $26.3K
|
864
$53.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
443+ 2.09% |
$22.2K - $25.9K
|
21.6K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
441+ 10.51% |
$22.1K - $25.8K
|
4.64K
$285K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
440New |
$22.1K - $25.7K
|
440
$27K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
419+ 8.51% |
$21K - $24.5K
|
5.34K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
418+ 9.55% |
$21K - $24.4K
|
4.8K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
418+ 2.17% |
$21K - $24.4K
|
19.6K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
417+ 10.22% |
$20.9K - $24.4K
|
4.5K
$276K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
415New |
$20.8K - $24.3K
|
415
$25.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
411+ 0.33% |
$20.6K - $24K
|
123K
$7.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
405New |
$20.3K - $23.7K
|
405
$24.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
402+ 3.07% |
$20.2K - $23.5K
|
13.5K
$830K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 6.22% |
$20.1K - $23.4K
|
6.83K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
385+ 4277.78% |
$19.3K - $22.5K
|
394
$24.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
380+ 6.83% |
$19.1K - $22.2K
|
5.94K
$365K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
377+ 7.98% |
$18.9K - $22K
|
5.1K
$314K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
372+ 1.04% |
$18.7K - $21.8K
|
36.3K
$2.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
372+ 0.78% |
$18.7K - $21.8K
|
48.2K
$2.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
360+ 7.99% |
$18.1K - $21K
|
4.87K
$299K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
359+ 6.08% |
$18K - $21K
|
6.26K
$385K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
353+ 3.3% |
$17.7K - $20.6K
|
11.1K
$679K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
349+ 2.78% |
$17.5K - $20.4K
|
12.9K
$794K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
338New |
$17K - $19.8K
|
338
$20.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
327New |
$16.4K - $19.1K
|
327
$20.1K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
308+ 2.54% |
$15.5K - $18K
|
12.5K
$765K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
307+ 1.17% |
$15.4K - $18K
|
26.5K
$1.63M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
304+ 4.88% |
$15.3K - $17.8K
|
6.54K
$402K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
279+ 54.28% |
$14K - $16.3K
|
793
$48.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
278+ 2.01% |
$14K - $16.3K
|
14.1K
$868K
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
275+ 2.18% |
$13.8K - $16.1K
|
12.9K
$792K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
BUY
|
- |
267+ 5.13% |
$13.4K - $15.6K
|
5.47K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
265+ 8.15% |
$13.3K - $15.5K
|
3.52K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
264+ 0.87% |
$13.2K - $15.4K
|
30.5K
$1.87M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
263+ 52.29% |
$13.2K - $15.4K
|
766
$47.1K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
263+ 52.29% |
$13.2K - $15.4K
|
766
$47.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
247+ 37.71% |
$12.4K - $14.4K
|
902
$55.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
242New |
$12.1K - $14.1K
|
242
$14.9K
|