Purchases and Sales Made in Q4 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
172+ 0.65% |
$10.7K - $11.8K
|
26.6K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
169+ 3.5% |
$10.5K - $11.6K
|
5K
$307K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
168+ 25.38% |
$10.4K - $11.5K
|
830
$50.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
161+ 5.86% |
$9.99K - $11K
|
2.91K
$178K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
154+ 1.62% |
$9.55K - $10.6K
|
9.67K
$593K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
142+ 22.98% |
$8.81K - $9.73K
|
760
$46.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
141+ 0.77% |
$8.75K - $9.67K
|
18.4K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
139New |
$8.62K - $9.53K
|
139
$8.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
138New |
$8.56K - $9.46K
|
138
$8.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
137+ 0.66% |
$8.5K - $9.39K
|
20.9K
$1.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
131+ 2.86% |
$8.13K - $8.98K
|
4.71K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128+ 2.37% |
$7.94K - $8.77K
|
5.53K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
127+ 1.54% |
$7.88K - $8.71K
|
8.36K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
120+ 0.96% |
$7.44K - $8.23K
|
12.7K
$778K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
117+ 2.63% |
$7.26K - $8.02K
|
4.56K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
114+ 1.24% |
$7.07K - $7.81K
|
9.31K
$571K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
113+ 0.59% |
$7.01K - $7.75K
|
19.1K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
110+ 3.37% |
$6.82K - $7.54K
|
3.37K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
107+ 0.9% |
$6.64K - $7.33K
|
12K
$739K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
107New |
$6.64K - $7.33K
|
107
$6.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
100+ 1.6% |
$6.2K - $6.86K
|
6.33K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$6.2K - $6.86K
|
100
$6.14K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
99+ 7.67% |
$6.14K - $6.79K
|
1.39K
$85.2K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
97+ 1.07% |
$6.02K - $6.65K
|
9.14K
$561K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
92+ 1.01% |
$5.71K - $6.31K
|
9.22K
$565K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
92+ 0.5% |
$5.71K - $6.31K
|
18.7K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
92+ 2.61% |
$5.71K - $6.31K
|
3.62K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
91+ 2.11% |
$5.65K - $6.24K
|
4.41K
$270K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
90+ 72.0% |
$5.58K - $6.17K
|
215
$13.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
80+ 1.33% |
$4.96K - $5.48K
|
6.1K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
78+ 0.37% |
$4.84K - $5.35K
|
20.9K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
77+ 0.64% |
$4.78K - $5.28K
|
12.2K
$748K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
76New |
$4.72K - $5.21K
|
76
$4.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.52% |
$4.65K - $5.14K
|
3.05K
$187K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$4.65K - $5.14K
|
75
$4.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
73New |
$4.53K - $5K
|
73
$4.48K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
71+ 1.09% |
$4.4K - $4.87K
|
6.6K
$405K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
70+ 0.35% |
$4.34K - $4.8K
|
20.1K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
69New |
$4.28K - $4.73K
|
69
$4.23K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
68+ 1.68% |
$4.22K - $4.66K
|
4.11K
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66New |
$4.09K - $4.52K
|
66
$4.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
66+ 1.84% |
$4.09K - $4.52K
|
3.65K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
65+ 1.72% |
$4.03K - $4.46K
|
3.85K
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
64New |
$3.97K - $4.39K
|
64
$3.93K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
63+ 2.21% |
$3.91K - $4.32K
|
2.91K
$179K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
63+ 0.18% |
$3.91K - $4.32K
|
35.1K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63+ 0.86% |
$3.91K - $4.32K
|
7.39K
$454K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
62+ 1.46% |
$3.85K - $4.25K
|
4.32K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
60New |
$3.72K - $4.11K
|
60
$3.68K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
59+ 0.23% |
$3.66K - $4.04K
|
25.6K
$1.57M
|