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 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
57+ 2.57% |
$3.54K - $3.91K
|
2.28K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
55+ 105.77% |
$3.41K - $3.77K
|
107
$6.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50New |
$3.1K - $3.43K
|
50
$3.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
48+ 0.27% |
$2.98K - $3.29K
|
17.8K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
47+ 85.45% |
$2.92K - $3.22K
|
102
$6.26K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
43+ 0.44% |
$2.67K - $2.95K
|
9.81K
$602K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
43+ 0.16% |
$2.67K - $2.95K
|
26.6K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
42+ 5.38% |
$2.61K - $2.88K
|
822
$50.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
42New |
$2.61K - $2.88K
|
42
$2.58K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
40+ 0.5% |
$2.48K - $2.74K
|
8.05K
$494K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
39+ 0.66% |
$2.42K - $2.67K
|
5.98K
$367K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39+ 0.9% |
$2.42K - $2.67K
|
4.38K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
39+ 0.99% |
$2.42K - $2.67K
|
3.98K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
39+ 0.56% |
$2.42K - $2.67K
|
6.98K
$428K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 0.56% |
$2.42K - $2.67K
|
6.97K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
37New |
$2.3K - $2.54K
|
37
$2.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
36+ 0.21% |
$2.23K - $2.47K
|
17.5K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
33+ 0.6% |
$2.05K - $2.26K
|
5.56K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
33+ 1.01% |
$2.05K - $2.26K
|
3.29K
$202K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
32+ 1.02% |
$1.99K - $2.19K
|
3.16K
$194K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
29+ 0.2% |
$1.8K - $1.99K
|
14.5K
$888K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
28+ 0.7% |
$1.74K - $1.92K
|
4.05K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26New |
$1.61K - $1.78K
|
26
$1.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
25+ 0.02% |
$1.55K - $1.71K
|
128K
$7.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.15% |
$1.55K - $1.71K
|
16.7K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
23+ 46.0% |
$1.43K - $1.58K
|
73
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$1.43K - $1.58K
|
23
$1.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 0.24% |
$1.36K - $1.51K
|
9.15K
$561K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
22+ 0.31% |
$1.36K - $1.51K
|
7.15K
$439K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.26% |
$1.3K - $1.44K
|
8.26K
$507K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
21+ 0.55% |
$1.3K - $1.44K
|
3.87K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 1.49% |
$1.3K - $1.44K
|
1.43K
$87.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.34% |
$1.3K - $1.44K
|
6.2K
$380K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
17New |
$1.05K - $1.17K
|
17
$1.04K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 5.56% |
$1.05K - $1.17K
|
323
$19.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
17New |
$1.05K - $1.17K
|
17
$1.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.15% |
$931 - $1.03K
|
10.3K
$631K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
14+ 0.98% |
$869 - $960
|
1.45K
$88.8K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$869 - $960
|
10.4K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14+ 0.03% |
$869 - $960
|
50.1K
$3.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13+ 0.24% |
$807 - $891
|
5.35K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.51% |
$620 - $686
|
1.96K
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.27% |
$558 - $617
|
3.31K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
8+ 0.11% |
$496 - $548
|
7.43K
$456K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$372 - $411
|
6
$368
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.61% |
$372 - $411
|
996
$61.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.54% |
$372 - $411
|
1.12K
$68.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.71% |
$372 - $411
|
852
$52.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5+ 0.02% |
$310 - $343
|
26.6K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.13% |
$310 - $343
|
3.92K
$241K
|