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
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.49K- 10.62% |
$92.2K - $102K
|
12.5K
$768K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.49K- 25.18% |
$92.3K - $102K
|
4.42K
$271K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.5K- 7.71% |
$93.1K - $103K
|
18K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 7.57% |
$93.1K - $103K
|
18.3K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-1.5K- 5.0% |
$93.1K - $103K
|
28.5K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.53K- 1.31% |
$94.7K - $105K
|
115K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-1.54K- 24.45% |
$95.5K - $105K
|
4.76K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.57K- 2.83% |
$97.5K - $108K
|
53.9K
$3.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 19.66% |
$98.5K - $109K
|
6.49K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.68K- 31.81% |
$104K - $115K
|
3.59K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.71K- 19.15% |
$106K - $117K
|
7.2K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.72K- 3.02% |
$106K - $118K
|
55K
$3.37M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.73K- 0.95% |
$107K - $119K
|
180K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.78K- 10.98% |
$110K - $122K
|
14.4K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.8K- 4.31% |
$112K - $123K
|
40K
$2.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.8K- 8.07% |
$112K - $123K
|
20.5K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.82K- 7.58% |
$113K - $125K
|
22.2K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.89K- 0.72% |
$117K - $130K
|
262K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.89K- 2.07% |
$117K - $130K
|
89.5K
$5.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.93K- 13.19% |
$120K - $132K
|
12.7K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-2K- 7.87% |
$124K - $137K
|
23.4K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 5.01% |
$124K - $137K
|
37.9K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2K- 8.92% |
$124K - $137K
|
20.4K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.01K- 1.11% |
$125K - $138K
|
180K
$11M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.02K- 18.57% |
$125K - $139K
|
8.86K
$544K
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-2.07K- 3.58% |
$128K - $142K
|
55.8K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.1K- 19.41% |
$130K - $144K
|
8.72K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.12K- 15.98% |
$131K - $145K
|
11.1K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.12K- 2.05% |
$132K - $145K
|
101K
$6.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.13K- 65.36% |
$132K - $146K
|
1.13K
$69.3K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.14K- 5.21% |
$133K - $146K
|
38.9K
$2.38M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.15K- 15.25% |
$133K - $147K
|
11.9K
$733K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.2K- 48.57% |
$136K - $151K
|
2.33K
$143K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.24K- 1.3% |
$139K - $153K
|
169K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.24K- 2.23% |
$139K - $154K
|
98.1K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.3K- 2.78% |
$142K - $157K
|
80.3K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-2.38K- 7.76% |
$147K - $163K
|
28.3K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.4K- 29.63% |
$149K - $165K
|
5.7K
$350K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.4K- 14.69% |
$149K - $165K
|
14K
$856K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.42K- 10.12% |
$150K - $166K
|
21.5K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.45K- 19.97% |
$152K - $168K
|
9.81K
$602K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.51K- 4.58% |
$155K - $172K
|
52.1K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.51K- 5.03% |
$156K - $172K
|
47.4K
$2.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.57K- 7.34% |
$160K - $176K
|
32.5K
$1.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.6K- 8.46% |
$161K - $178K
|
28.2K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.6K- 2.42% |
$161K - $178K
|
105K
$6.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 11.6% |
$164K - $181K
|
20.1K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.66K- 6.63% |
$165K - $182K
|
37.5K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.72K- 9.89% |
$169K - $187K
|
24.8K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.78K- 7.38% |
$172K - $190K
|
34.8K
$2.14M
|