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 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
648+ 9.23% |
$40.2K - $44.4K
|
7.67K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
646+ 1.4% |
$40.1K - $44.3K
|
46.8K
$2.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
645+ 39.81% |
$40K - $44.2K
|
2.27K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
642+ 0.49% |
$39.8K - $44K
|
130K
$8.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
639+ 3.27% |
$39.6K - $43.8K
|
20.2K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
623+ 17.2% |
$38.7K - $42.7K
|
4.25K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
611+ 3.56% |
$37.9K - $41.9K
|
17.8K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
608+ 1.12% |
$37.7K - $41.7K
|
55.1K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
605+ 916.67% |
$37.5K - $41.5K
|
671
$41.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
604+ 3.66% |
$37.5K - $41.4K
|
17.1K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
601+ 19.07% |
$37.3K - $41.2K
|
3.75K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
597+ 11.34% |
$37K - $40.9K
|
5.86K
$360K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
570+ 15.15% |
$35.4K - $39.1K
|
4.33K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
568+ 12.03% |
$35.2K - $38.9K
|
5.29K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
560+ 0.7% |
$34.7K - $38.4K
|
80K
$4.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
555+ 1.87% |
$34.4K - $38K
|
30.3K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
546+ 20.87% |
$33.9K - $37.4K
|
3.16K
$194K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
526+ 11.28% |
$32.6K - $36.1K
|
5.19K
$319K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
519+ 499.04% |
$32.2K - $35.6K
|
623
$38.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
505+ 7.74% |
$31.3K - $34.6K
|
7.03K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
503New |
$31.2K - $34.5K
|
503
$30.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
502+ 13.18% |
$31.1K - $34.4K
|
4.31K
$265K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
492+ 100.0% |
$30.5K - $33.7K
|
984
$60.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
484+ 4.42% |
$30K - $33.2K
|
11.4K
$703K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
478+ 23.95% |
$29.7K - $32.8K
|
2.47K
$152K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
463+ 3.42% |
$28.7K - $31.7K
|
14K
$861K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
463+ 0.39% |
$28.7K - $31.7K
|
120K
$7.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
462+ 12.35% |
$28.7K - $31.7K
|
4.2K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
462+ 5.72% |
$28.7K - $31.7K
|
8.54K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
455+ 2.04% |
$28.2K - $31.2K
|
22.8K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
448+ 13.14% |
$27.8K - $30.7K
|
3.86K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
445+ 11.0% |
$27.6K - $30.5K
|
4.49K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
439+ 5.77% |
$27.2K - $30.1K
|
8.04K
$494K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
428New |
$26.6K - $29.3K
|
428
$26.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
424+ 10.81% |
$26.3K - $29.1K
|
4.35K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
423+ 0.4% |
$26.2K - $29K
|
107K
$6.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
413+ 0.97% |
$25.6K - $28.3K
|
42.8K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
407+ 2.4% |
$25.3K - $27.9K
|
17.4K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
403+ 18.96% |
$25K - $27.6K
|
2.53K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
402+ 6.96% |
$24.9K - $27.6K
|
6.18K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
400New |
$24.8K - $27.4K
|
400
$24.6K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
385+ 611.11% |
$23.9K - $26.4K
|
448
$27.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
379+ 8.52% |
$23.5K - $26K
|
4.83K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
379+ 2.33% |
$23.5K - $26K
|
16.6K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
375+ 9.53% |
$23.3K - $25.7K
|
4.31K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
371+ 10.21% |
$23K - $25.4K
|
4.01K
$246K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
371+ 10.21% |
$23K - $25.4K
|
4.01K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
362New |
$22.5K - $24.8K
|
362
$22.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
355New |
$22K - $24.3K
|
355
$21.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
354+ 2.85% |
$22K - $24.3K
|
12.8K
$784K
|