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 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-840- 2.58% |
$52.1K - $57.6K
|
31.8K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-845- 2.67% |
$52.4K - $57.9K
|
30.8K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-859- 15.83% |
$53.3K - $58.9K
|
4.57K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-860- 4.91% |
$53.4K - $59K
|
16.7K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-860- 12.9% |
$53.4K - $59K
|
5.81K
$385K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-872- 19.76% |
$54.1K - $59.8K
|
3.54K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-883- 6.31% |
$54.8K - $60.5K
|
13.1K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-885- 7.85% |
$54.9K - $60.7K
|
10.4K
$689K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-895- 16.54% |
$55.5K - $61.4K
|
4.52K
$300K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-896- 5.75% |
$55.6K - $61.4K
|
14.7K
$975K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-900- 9.45% |
$55.8K - $61.7K
|
8.63K
$573K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-900- 8.87% |
$55.8K - $61.7K
|
9.25K
$614K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-900- 12.97% |
$55.8K - $61.7K
|
6.04K
$401K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-920- 3.79% |
$57.1K - $63.1K
|
23.3K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-920- 5.43% |
$57.1K - $63.1K
|
16K
$1.06M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-932- 3.93% |
$57.8K - $63.9K
|
22.8K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-947- 2.4% |
$58.8K - $64.9K
|
38.6K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-948- 1.37% |
$58.8K - $65K
|
68.2K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-952- 0.65% |
$59.1K - $65.3K
|
145K
$9.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-983- 2.05% |
$61K - $67.4K
|
47K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1K- 2.79% |
$62K - $68.6K
|
34.9K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 12.9% |
$62.1K - $68.6K
|
6.76K
$448K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.01K- 5.14% |
$62.4K - $69K
|
18.6K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.02K- 1.86% |
$63.3K - $70K
|
53.8K
$3.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.03K- 9.31% |
$63.7K - $70.3K
|
9.99K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.03K- 14.13% |
$63.7K - $70.3K
|
6.24K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.03K- 12.93% |
$64.1K - $70.8K
|
6.96K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.05K- 77.43% |
$65.1K - $72K
|
306
$20.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.05K- 14.02% |
$65.2K - $72K
|
6.44K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.1K- 57.89% |
$68.2K - $75.4K
|
800
$53.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.11K- 9.86% |
$68.8K - $76K
|
10.1K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.12K- 0.61% |
$69.4K - $76.7K
|
184K
$12.2M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.13K- 84.01% |
$70.1K - $77.5K
|
215
$14.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 0.61% |
$74.4K - $82.3K
|
197K
$13.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.2K- 2.0% |
$74.4K - $82.3K
|
58.8K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.21K- 27.33% |
$74.8K - $82.6K
|
3.2K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.24K- 6.39% |
$76.7K - $84.7K
|
18.1K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.25K- 0.58% |
$77.5K - $85.6K
|
214K
$14.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.27K- 1.82% |
$79K - $87.3K
|
68.7K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.3K- 1.58% |
$80.4K - $88.8K
|
80.5K
$5.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.3K- 0.97% |
$80.5K - $89K
|
133K
$8.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.3K- 11.82% |
$80.9K - $89.4K
|
9.73K
$646K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.31K- 9.25% |
$81K - $89.5K
|
12.8K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.31K- 27.54% |
$81.1K - $89.7K
|
3.44K
$228K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-1.33K- 16.64% |
$82.6K - $91.3K
|
6.67K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.34K- 9.36% |
$83.3K - $92.1K
|
13K
$863K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-1.35K- 4.51% |
$83.6K - $92.4K
|
28.5K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.35KClosed |
$83.6K - $92.4K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.35K- 2.17% |
$83.6K - $92.4K
|
60.8K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.36K- 9.91% |
$84.3K - $93.2K
|
12.3K
$819K
|