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 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-135- 2.09% |
$8.38K - $9.25K
|
6.32K
$388K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-149- 3.5% |
$9.24K - $10.2K
|
4.11K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 1.64% |
$9.31K - $10.3K
|
9K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-150- 2.14% |
$9.31K - $10.3K
|
6.85K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-150- 0.26% |
$9.31K - $10.3K
|
57K
$3.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 0.63% |
$9.31K - $10.3K
|
23.8K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-154- 2.26% |
$9.55K - $10.6K
|
6.65K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-160- 1.47% |
$9.93K - $11K
|
10.8K
$660K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-169- 1.03% |
$10.5K - $11.6K
|
16.2K
$997K
|
|
|
Jan 25, 2024
Q4 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-175- 0.28% |
$10.9K - $12K
|
62.6K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-175- 1.06% |
$10.9K - $12K
|
16.4K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-175- 4.17% |
$10.9K - $12K
|
4.02K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-176- 42.82% |
$10.9K - $12.1K
|
235
$14.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-179- 22.92% |
$11.1K - $12.3K
|
602
$36.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-179- 1.6% |
$11.1K - $12.3K
|
11K
$676K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-180- 4.87% |
$11.2K - $12.3K
|
3.51K
$216K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-182- 1.54% |
$11.3K - $12.5K
|
11.6K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-183- 1.43% |
$11.4K - $12.5K
|
12.6K
$775K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-186- 4.19% |
$11.5K - $12.8K
|
4.26K
$261K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-188- 0.34% |
$11.7K - $12.9K
|
55.2K
$3.38M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-189- 2.76% |
$11.7K - $13K
|
6.66K
$408K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-190- 1.64% |
$11.8K - $13K
|
11.4K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-196- 1.81% |
$12.2K - $13.4K
|
10.6K
$651K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-200- 2.11% |
$12.4K - $13.7K
|
9.26K
$568K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.98% |
$12.4K - $13.7K
|
9.9K
$607K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 3.18% |
$12.4K - $13.7K
|
6.08K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-200- 3.62% |
$12.4K - $13.7K
|
5.33K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-200- 0.62% |
$12.4K - $13.7K
|
31.8K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-202- 1.66% |
$12.5K - $13.8K
|
11.9K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-203- 5.05% |
$12.6K - $13.9K
|
3.81K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-206- 1.04% |
$12.8K - $14.1K
|
19.6K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-218- 2.27% |
$13.5K - $14.9K
|
9.37K
$575K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-219- 0.8% |
$13.6K - $15K
|
27.3K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-220- 0.81% |
$13.6K - $15.1K
|
27K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-223- 1.84% |
$13.8K - $15.3K
|
11.9K
$731K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-224- 9.54% |
$13.9K - $15.4K
|
2.13K
$130K
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-226- 2.67% |
$14K - $15.5K
|
8.23K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-228- 5.32% |
$14.1K - $15.6K
|
4.06K
$249K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-232- 4.39% |
$14.4K - $15.9K
|
5.05K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-246- 1.3% |
$15.3K - $16.9K
|
18.7K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-250- 4.55% |
$15.5K - $17.1K
|
5.24K
$322K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-262- 0.1% |
$16.3K - $18K
|
264K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-265- 1.6% |
$16.4K - $18.2K
|
16.3K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-267- 5.28% |
$16.6K - $18.3K
|
4.79K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-269- 6.81% |
$16.7K - $18.4K
|
3.68K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-273- 3.68% |
$16.9K - $18.7K
|
7.15K
$439K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-273- 6.24% |
$16.9K - $18.7K
|
4.1K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-276- 5.53% |
$17.1K - $18.9K
|
4.72K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-283- 1.85% |
$17.6K - $19.4K
|
15K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-298- 21.0% |
$18.5K - $20.4K
|
1.12K
$68.8K
|