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
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.6K- 8.46% |
$161K - $178K
|
28.2K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.6K- 2.42% |
$161K - $178K
|
105K
$6.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 11.6% |
$164K - $181K
|
20.1K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.66K- 6.63% |
$165K - $182K
|
37.5K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.72K- 9.89% |
$169K - $187K
|
24.8K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.78K- 7.38% |
$172K - $190K
|
34.8K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.79K- 7.22% |
$173K - $191K
|
35.8K
$2.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.83K- 45.62% |
$176K - $194K
|
3.38K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3K- 4.38% |
$186K - $205K
|
65.5K
$4.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-3K- 43.48% |
$186K - $206K
|
3.9K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.1K- 4.99% |
$192K - $212K
|
59K
$3.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.14K- 7.1% |
$195K - $215K
|
41.1K
$2.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.16K- 3.8% |
$196K - $216K
|
79.9K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.19K- 6.69% |
$198K - $219K
|
44.5K
$2.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-3.19K- 33.05% |
$198K - $219K
|
6.46K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.24K- 3.21% |
$201K - $222K
|
97.7K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.28K- 18.43% |
$203K - $225K
|
14.5K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.3K- 0.77% |
$205K - $226K
|
424K
$28.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.36K- 1.77% |
$209K - $230K
|
186K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.47K- 9.56% |
$216K - $238K
|
32.9K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.5K- 5.03% |
$217K - $240K
|
66.1K
$4.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.55K- 3.63% |
$220K - $243K
|
94K
$6.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.57K- 10.43% |
$222K - $245K
|
30.7K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.62K- 7.56% |
$225K - $248K
|
44.3K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.7K- 5.63% |
$229K - $253K
|
62K
$4.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-3.7K- 4.96% |
$230K - $254K
|
70.9K
$4.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.81K- 20.79% |
$236K - $261K
|
14.5K
$962K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.82K- 17.49% |
$237K - $262K
|
18K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.95K- 23.17% |
$245K - $271K
|
13.1K
$869K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.99K- 1.73% |
$248K - $274K
|
227K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4K- 3.52% |
$248K - $274K
|
110K
$7.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-4.03K- 1.27% |
$250K - $276K
|
312K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.13K- 9.49% |
$256K - $283K
|
39.3K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.2K- 3.9% |
$261K - $288K
|
103K
$6.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-4.22K- 9.75% |
$262K - $289K
|
39.1K
$2.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.24K- 8.8% |
$263K - $291K
|
43.9K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.25K- 12.4% |
$264K - $291K
|
30K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-4.28K- 57.09% |
$265K - $293K
|
3.22K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.31K- 52.7% |
$267K - $295K
|
3.87K
$257K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.36K- 14.12% |
$271K - $299K
|
26.5K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.42K- 10.94% |
$274K - $303K
|
35.9K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.5K- 52.22% |
$279K - $308K
|
4.12K
$273K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-4.61K- 6.34% |
$286K - $316K
|
68K
$4.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.64K- 3.86% |
$288K - $318K
|
116K
$7.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4.69K- 2.2% |
$291K - $321K
|
208K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.71K- 15.25% |
$292K - $323K
|
26.2K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.9K- 1.15% |
$304K - $336K
|
419K
$27.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.92K- 3.48% |
$305K - $337K
|
136K
$9.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.95K- 16.08% |
$307K - $339K
|
25.8K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-5.28K- 50.0% |
$328K - $362K
|
5.28K
$350K
|