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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$186 - $206
|
10.1K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.97% |
$186 - $206
|
311
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.51% |
$124 - $137
|
391
$24K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.88% |
$124 - $137
|
230
$14.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$62 - $68.6
|
814
$49.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$62 - $68.6
|
4.35K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.98% |
$62 - $68.6
|
103
$6.32K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1+ 0.03% |
$62 - $68.6
|
3.17K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1+ 0.02% |
$62 - $68.6
|
5.62K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$62 - $68.6
|
14.4K
$886K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.2% |
$62 - $68.6
|
502
$30.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.03% |
$62 - $68.6
|
3.13K
$192K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$124 - $137
|
6.8K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 0.15% |
$186 - $206
|
1.98K
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3- 0.03% |
$186 - $206
|
10.2K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 23.08% |
$186 - $206
|
10
$614
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-4- 0.06% |
$248 - $274
|
6.83K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 0.27% |
$248 - $274
|
1.47K
$90.4K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10- 3.02% |
$620 - $686
|
321
$19.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 0.73% |
$682 - $754
|
1.49K
$91.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-12- 0.38% |
$744 - $823
|
3.17K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-14- 0.25% |
$869 - $960
|
5.7K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-23- 0.64% |
$1.43K - $1.58K
|
3.55K
$218K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25- 0.18% |
$1.55K - $1.71K
|
14.2K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-26- 0.18% |
$1.61K - $1.78K
|
14.4K
$882K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-28- 0.12% |
$1.74K - $1.92K
|
23.1K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-28- 0.87% |
$1.74K - $1.92K
|
3.19K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 0.12% |
$1.8K - $1.99K
|
24.1K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-30- 0.59% |
$1.86K - $2.06K
|
5.08K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-30- 0.53% |
$1.86K - $2.06K
|
5.59K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
SELL
|
- |
-32- 0.04% |
$1.99K - $2.19K
|
86.1K
$5.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-32- 4.14% |
$1.99K - $2.19K
|
741
$45.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-33- 1.03% |
$2.05K - $2.26K
|
3.18K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.68% |
$2.3K - $2.54K
|
5.44K
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-38- 0.34% |
$2.36K - $2.6K
|
11.2K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-38- 0.68% |
$2.36K - $2.6K
|
5.52K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-38- 0.26% |
$2.36K - $2.6K
|
14.6K
$897K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-39- 0.47% |
$2.42K - $2.67K
|
8.2K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-40- 1.23% |
$2.48K - $2.74K
|
3.22K
$197K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-44- 0.71% |
$2.73K - $3.02K
|
6.11K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-44- 0.33% |
$2.73K - $3.02K
|
13.5K
$827K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 0.23% |
$2.85K - $3.15K
|
19.5K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-48- 3.03% |
$2.98K - $3.29K
|
1.54K
$94.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-50- 1.21% |
$3.1K - $3.43K
|
4.07K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-50- 0.97% |
$3.1K - $3.43K
|
5.08K
$312K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-50- 0.8% |
$3.1K - $3.43K
|
6.18K
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 3.58% |
$3.1K - $3.43K
|
1.35K
$82.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 0.22% |
$3.1K - $3.43K
|
22.6K
$1.39M
|