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 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-299- 2.69% |
$18.5K - $20.5K
|
10.8K
$665K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-300- 2.69% |
$18.6K - $20.6K
|
10.9K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-300- 6.81% |
$18.6K - $20.6K
|
4.1K
$252K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-315- 7.63% |
$19.5K - $21.6K
|
3.82K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-322- 4.07% |
$20K - $22.1K
|
7.6K
$466K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-323- 0.71% |
$20K - $22.1K
|
45.1K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-330- 2.57% |
$20.5K - $22.6K
|
12.5K
$768K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-341- 4.53% |
$21.2K - $23.4K
|
7.18K
$441K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-342- 1.26% |
$21.2K - $23.4K
|
26.8K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-343- 1.78% |
$21.3K - $23.5K
|
18.9K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-350- 3.24% |
$21.7K - $24K
|
10.5K
$642K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-358- 6.18% |
$22.2K - $24.5K
|
5.44K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-359- 30.19% |
$22.3K - $24.6K
|
830
$50.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-361- 1.17% |
$22.4K - $24.7K
|
30.5K
$1.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-364- 9.9% |
$22.6K - $25K
|
3.31K
$203K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-371- 5.37% |
$23K - $25.4K
|
6.54K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-374- 3.19% |
$23.2K - $25.6K
|
11.4K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 5.44% |
$23.3K - $25.7K
|
6.52K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-379- 5.43% |
$23.5K - $26K
|
6.6K
$405K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-381- 0.93% |
$23.6K - $26.1K
|
40.5K
$2.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-400- 1.71% |
$24.8K - $27.4K
|
23K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-400- 10.26% |
$24.8K - $27.4K
|
3.5K
$215K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-400- 14.35% |
$24.8K - $27.4K
|
2.39K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-400- 8.93% |
$24.8K - $27.4K
|
4.08K
$250K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-404- 4.83% |
$25.1K - $27.7K
|
7.95K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-404- 2.78% |
$25.1K - $27.7K
|
14.1K
$865K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-411- 1.92% |
$25.5K - $28.2K
|
20.9K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-425- 0.18% |
$26.4K - $29.1K
|
241K
$14.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-426- 5.21% |
$26.4K - $29.2K
|
7.75K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-426- 5.21% |
$26.4K - $29.2K
|
7.75K
$475K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-430- 0.74% |
$26.7K - $29.5K
|
57.6K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-441- 5.85% |
$27.4K - $30.2K
|
7.1K
$436K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-455- 6.55% |
$28.2K - $31.2K
|
6.5K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-457- 8.33% |
$28.4K - $31.3K
|
5.03K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-459- 4.09% |
$28.5K - $31.5K
|
10.8K
$660K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-464- 3.3% |
$28.8K - $31.8K
|
13.6K
$833K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-466- 3.69% |
$28.9K - $31.9K
|
12.2K
$746K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-470- 7.02% |
$29.2K - $32.2K
|
6.23K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-470- 0.32% |
$29.2K - $32.2K
|
146K
$8.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-471- 3.83% |
$29.2K - $32.3K
|
11.8K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-474- 6.33% |
$29.4K - $32.5K
|
7.02K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-474- 4.31% |
$29.4K - $32.5K
|
10.5K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-483- 13.19% |
$30K - $33.1K
|
3.18K
$195K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-490- 0.72% |
$30.4K - $33.6K
|
67.9K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-491- 1.13% |
$30.5K - $33.7K
|
42.9K
$2.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-496- 31.53% |
$30.8K - $34K
|
1.08K
$66.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-510- 0.66% |
$31.6K - $35K
|
76.8K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-512- 1.56% |
$31.8K - $35.1K
|
32.4K
$1.99M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-526- 0.79% |
$32.6K - $36.1K
|
66K
$4.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-527- 3.14% |
$32.7K - $36.1K
|
16.2K
$996K
|