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 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.65% |
$3.1K - $3.43K
|
7.69K
$472K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-54- 1.32% |
$3.35K - $3.7K
|
4.03K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-58- 0.22% |
$3.6K - $3.98K
|
26K
$1.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-63- 0.59% |
$3.91K - $4.32K
|
10.7K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-63- 1.29% |
$3.91K - $4.32K
|
4.84K
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-65- 0.93% |
$4.03K - $4.46K
|
6.96K
$427K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-67- 0.76% |
$4.16K - $4.59K
|
8.76K
$537K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-73- 0.54% |
$4.53K - $5K
|
13.5K
$831K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-75- 1.28% |
$4.65K - $5.14K
|
5.76K
$354K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-75- 2.31% |
$4.65K - $5.14K
|
3.18K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-75- 0.61% |
$4.65K - $5.14K
|
12.2K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-76- 1.22% |
$4.72K - $5.21K
|
6.15K
$377K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-77- 1.72% |
$4.78K - $5.28K
|
4.41K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-78- 1.67% |
$4.84K - $5.35K
|
4.6K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-78- 0.91% |
$4.84K - $5.35K
|
8.5K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-84- 1.39% |
$5.21K - $5.76K
|
5.96K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-85- 0.24% |
$5.27K - $5.83K
|
35.9K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-86- 2.07% |
$5.34K - $5.9K
|
4.07K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-87- 2.68% |
$5.4K - $5.96K
|
3.15K
$194K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-92- 0.17% |
$5.71K - $6.31K
|
55.3K
$3.39M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-92- 0.17% |
$5.71K - $6.31K
|
55.3K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-96- 0.73% |
$5.96K - $6.58K
|
13.1K
$805K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-97- 51.32% |
$6.02K - $6.65K
|
92
$5.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-98- 1.56% |
$6.08K - $6.72K
|
6.18K
$379K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-99- 2.32% |
$6.14K - $6.79K
|
4.17K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 20.08% |
$6.2K - $6.86K
|
398
$24.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-100- 1.16% |
$6.2K - $6.86K
|
8.49K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-100- 29.33% |
$6.2K - $6.86K
|
241
$14.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-100- 2.6% |
$6.2K - $6.86K
|
3.75K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.21% |
$6.2K - $6.86K
|
47.5K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-100- 1.55% |
$6.2K - $6.86K
|
6.36K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-100- 0.57% |
$6.2K - $6.86K
|
17.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-100- 0.68% |
$6.2K - $6.86K
|
14.7K
$899K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 0.55% |
$6.2K - $6.86K
|
18.1K
$1.11M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 40.0% |
$6.2K - $6.86K
|
150
$9.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-104- 0.52% |
$6.45K - $7.13K
|
19.9K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-110- 1.48% |
$6.82K - $7.54K
|
7.35K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-110- 0.71% |
$6.82K - $7.54K
|
15.3K
$940K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-111- 3.12% |
$6.89K - $7.61K
|
3.44K
$211K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-111- 2.85% |
$6.89K - $7.61K
|
3.78K
$232K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-121- 1.62% |
$7.51K - $8.29K
|
7.35K
$451K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-121- 72.02% |
$7.51K - $8.29K
|
47
$2.88K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-122- 2.2% |
$7.57K - $8.36K
|
5.41K
$332K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-122- 0.78% |
$7.57K - $8.36K
|
15.6K
$958K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-122- 0.11% |
$7.57K - $8.36K
|
114K
$7M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-125- 2.51% |
$7.76K - $8.57K
|
4.85K
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-127- 2.72% |
$7.88K - $8.71K
|
4.55K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-129- 0.26% |
$8K - $8.84K
|
50K
$3.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-132- 5.2% |
$8.19K - $9.05K
|
2.41K
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-133- 2.98% |
$8.25K - $9.12K
|
4.33K
$266K
|