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 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
340+ 9.07% |
$21.1K - $23.3K
|
4.09K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
340+ 0.71% |
$21.1K - $23.3K
|
47.9K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
333+ 1.51% |
$20.7K - $22.8K
|
22.4K
$1.38M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333+ 4.28% |
$20.7K - $22.8K
|
8.11K
$498K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
328+ 4.56% |
$20.3K - $22.5K
|
7.52K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
323New |
$20K - $22.1K
|
323
$19.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
318+ 9.32% |
$19.7K - $21.8K
|
3.73K
$229K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
308+ 4.94% |
$19.1K - $21.1K
|
6.54K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
307+ 63.69% |
$19K - $21K
|
789
$48.5K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
293+ 4.26% |
$18.2K - $20.1K
|
7.18K
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
291+ 43.76% |
$18.1K - $19.9K
|
956
$58.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
288+ 4.53% |
$17.9K - $19.7K
|
6.65K
$409K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
283+ 217.69% |
$17.6K - $19.4K
|
413
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
281+ 4.68% |
$17.4K - $19.3K
|
6.29K
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
279+ 5.64% |
$17.3K - $19.1K
|
5.23K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
279+ 1.48% |
$17.3K - $19.1K
|
19.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
276New |
$17.1K - $18.9K
|
276
$17K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
270+ 6.25% |
$16.8K - $18.5K
|
4.59K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
268+ 268.0% |
$16.6K - $18.4K
|
368
$22.6K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
265New |
$16.4K - $18.2K
|
265
$16.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
261+ 7.64% |
$16.2K - $17.9K
|
3.68K
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
252+ 2.08% |
$15.6K - $17.3K
|
12.4K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
252+ 2.6% |
$15.6K - $17.3K
|
9.94K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
244New |
$15.1K - $16.7K
|
244
$15K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
243+ 3.66% |
$15.1K - $16.7K
|
6.88K
$422K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
243+ 49.09% |
$15.1K - $16.7K
|
738
$45.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
239+ 3.54% |
$14.8K - $16.4K
|
6.98K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
238+ 1.42% |
$14.8K - $16.3K
|
17K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
235+ 90.38% |
$14.6K - $16.1K
|
495
$30.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
235New |
$14.6K - $16.1K
|
235
$14.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
232+ 22.29% |
$14.4K - $15.9K
|
1.27K
$78.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
230+ 17.77% |
$14.3K - $15.8K
|
1.52K
$93.6K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
225+ 0.98% |
$14K - $15.4K
|
23.3K
$1.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
224+ 1.07% |
$13.9K - $15.4K
|
21.2K
$1.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
221+ 2.05% |
$13.7K - $15.1K
|
11K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
214+ 3.67% |
$13.3K - $14.7K
|
6.05K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200+ 23.58% |
$12.4K - $13.7K
|
1.05K
$64.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
200+ 1.08% |
$12.4K - $13.7K
|
18.7K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
200+ 6.72% |
$12.4K - $13.7K
|
3.18K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
193New |
$12K - $13.2K
|
193
$11.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
189+ 84.38% |
$11.7K - $13K
|
413
$25.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
189New |
$11.7K - $13K
|
189
$11.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
187+ 8.68% |
$11.6K - $12.8K
|
2.34K
$144K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
183+ 2.58% |
$11.4K - $12.5K
|
7.28K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
182+ 2.91% |
$11.3K - $12.5K
|
6.43K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
181+ 3.91% |
$11.2K - $12.4K
|
4.81K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
175+ 0.01% |
$10.9K - $12K
|
2.01M
$124M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
174+ 1.5% |
$10.8K - $11.9K
|
11.8K
$723K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
174+ 1.49% |
$10.8K - $11.9K
|
11.9K
$730K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
172+ 0.65% |
$10.7K - $11.8K
|
26.6K
$1.63M
|