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Get Institutions for : 
Shell plc (SHEL)  
$72.63 0.34 (0.47%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1244    25
Total shares held : 
 327,257,994  
% of shares held : 
 15.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -123  
Amount of shares held : 
 2,037,308  
% of shares held change : 
   0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.36  
Last Quarter's Ending Price : 
 $65.80  
Last Quarter's Average Price : 
 $65.62  
Change from last quarter's     
avg. price to the last closing  : 
7.01 (10.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
62
 2,380,303
 0.73%
 
Increased Positions :
403
 31,034,391
 9.48%
 
Unchanged Positions :
278
 11,322,054
 3.46%
 
Decreased Positions :
501
-27,546,486
-8.42%
 
Closed Positions :
87
-3,830,900
-1.17%
 
Guru Positions :
4
22,942,350
 7.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Covalis Capital LLP 1 *New 2023-12-31 1,339,313 $88,127,000 1,339,313
   Optiver Holding B.V. 20 *New 2023-12-31 389,086 $25,602,000 389,086
   Simplicity WealthLLC 133 *New 2024-03-31 96,547 $6,473,000 96,547
   INTREPID FAMILY OFFICE LLC 1 *New 2023-09-30 100,000 $6,438,000 100,000
   HENNESSY ADVISORS INC 109 *New 2024-03-31 82,600 $5,538,000 82,600
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 120 *New 2023-12-31 57,339 $3,772,000 57,339
   COLONY GROUP, LLC 293 *New 2023-12-31 47,198 $3,106,000 47,198
   Susquehanna International Group Ltd. 15 *New 2023-12-31 45,417 $2,988,000 45,417
   Susquehanna International Securities Ltd. 10 *New 2023-12-31 45,272 $2,979,000 45,272
   PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT V 8 *New 2023-12-31 40,000 $2,632,000 40,000
   CIBC GLOBAL ASSET MANAGEMENT INC 496 *New 2023-12-31 38,387 $2,526,000 38,387
   Prosperity Consulting Group LLC *New 2024-03-31 34,200 $2,293,000 34,200
   Advanced Portfolio Management LLC 10 *New 2023-12-31 30,000 $1,974,000 30,000
   SpiderRock Advisors LLC 202 *New 2024-03-31 27,578 $1,824,000 27,578
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 206 *New 2024-03-31 23,745 $1,592,000 23,745
   Great Lakes Retirement Inc. 97 *New 2023-12-31 20,280 $1,334,000 20,280
   EPG Wealth Management LLC 121 *New 2023-12-31 13,142 $833,000 13,142
   Beirne Wealth Consulting Services LLC 52 *New 2023-12-31 12,062 $794,000 12,062
   FOUNDERS FINANCIAL SECURITIES LLC 208 *New 2024-03-31 10,936 $733,000 10,936
   Camden Capital LLC 153 *New 2023-12-31 9,513 $626,000 9,513
   AXXCESS WEALTH MANAGEMENT LLC 470 *New 2023-12-31 9,013 $593,000 9,013
   MITCHELL SINKLER & STARR/PA 104 *New 2024-03-31 8,330 $558,000 8,330
   Global Assets Advisory LLC 319 *New 2024-03-31 34,096 $502,000 34,096
   FOX RUN MANAGEMENT L.L.C. 310 *New 2023-12-31 7,354 $484,000 7,354
   CHILDRESS CAPITAL ADVISORS LLC 96 *New 2024-03-31 7,190 $482,000 7,190
   Lebenthal Global Advisors LLC 119 *New 2023-12-31 7,117 $468,000 7,117
   FORA Capital LLC 338 *New 2024-03-31 6,959 $467,000 6,959
   BANK OF THE OZARKS 102 *New 2023-12-31 6,584 $433,000 6,584
   GeoWealth Management LLC 368 *New 2023-12-31 6,065 $399,000 6,065
   GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 77 *New 2022-12-31 6,450 $367,000 6,450
   EASTERN BANK *New 2023-12-31 5,550 $365,000 5,550
   Dynamic Technology Lab Private Ltd 717 *New 2023-12-31 5,394 $355,000 5,394
   SPRINGBOK CAPITAL MANAGEMENT LLC 573 *New 2023-12-31 5,393 $355,000 5,393
   Fifth Third Wealth Advisors LLC 205 *New 2024-03-31 3,915 $262,000 3,915
   IPG Investment Advisors LLC 156 *New 2023-12-31 3,718 $245,000 3,718
   FIERA SCEPTRE INC. 449 *New 2024-03-31 3,624 $243,000 3,624
   ANGELES WEALTH MANAGEMENT LLC 180 *New 2023-12-31 3,612 $238,000 3,612
   Legacy Capital Group California Inc. 250 *New 2023-12-31 3,590 $236,000 3,590
   Catalina Capital Group LLC 221 *New 2024-03-31 3,517 $236,000 3,517
   Linden Thomas Advisory Services LLC *New 2024-03-31 3,477 $233,000 3,477
   WorthPointe LLC 64 *New 2023-12-31 3,546 $233,000 3,546
   Foster Group Inc. 190 *New 2024-03-31 3,303 $221,000 3,303
   Tanglewood Legacy Advisors LLC 84 *New 2024-03-31 3,248 $218,000 3,248
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV *New 2024-03-31 3,237 $217,000 3,237
   Benchmark Investment Advisors LLC 290 *New 2023-12-31 3,245 $214,000 3,245
   BCJ Capital Management LLC 279 *New 2023-12-31 3,245 $214,000 3,245
   Bell & Brown Wealth Advisors LLC 70 *New 2023-12-31 3,255 $214,000 3,255
   IFG Advisory LLC 548 *New 2023-12-31 3,151 $207,000 3,151
   Aprio Wealth Management LLC 221 *New 2024-03-31 3,073 $206,000 3,073
   Symphony Financial Ltd. Co. 182 *New 2024-03-31 3,075 $206,000 3,075
   REGENT INVESTMENT MANAGEMENT LLC 200 *New 2022-12-31 3,597 $205,000 3,597
   Oxinas Partners Wealth Management LLC 121 *New 2024-03-31 3,013 $202,000 3,013
   Ameliora Wealth Management Ltd. 88 *New 2024-03-31 3,000 $201,000 3,000
   Cascade Investment Advisors Inc. 115 *New 2024-03-31 3,000 $201,000 3,000
   BUILDER INVESTMENT GROUP INC /ADV *New 2023-12-31 3,056 $201,000 3,056
   MCDONALD PARTNERS LLC 230 *New 2024-03-31 2,987 $200,000 2,987
   REDWOOD INVESTMENTS LLC 114 *New 2023-12-31 3,041 $200,000 3,041
   ESSEX FINANCIAL SERVICES INC 516 *New 2024-03-31 2,990 $200,000 2,990
   WESTEND CAPITAL MANAGEMENT LLC 50 *New 2024-03-31 2,019 $135,000 2,019
   Alaska Permanent Fund Corp 455 *New 2024-03-31 1,787 $120,000 1,787
   Ahrens Investment Partners LLC 210 *New 2023-03-31 1,870 $108,000 1,870
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 1,000 $67,000 1,000
   Register Financial Advisors LLC 442 *New 2024-03-31 321 $22,000 321
   Tacita Capital Inc 175 *New 2023-12-31 323 $21,000 323
   FIL LTD 789 *New 2023-12-31 276 $18,000 276
   REDMONT WEALTH ADVISORS LLC 156 *New 2024-03-31 258 $17,000 258
   Future Financial Wealth Managment LLC 388 *New 2024-03-31 200 $13,000 200
   Global Wealth Strategies & Associates 163 *New 2024-03-31 190 $13,000 190
   Avondale Wealth Management 112 *New 2024-03-31 173 $12,000 173
   Nordwand Advisors LLC 112 *New 2023-12-31 138 $9,000 138
   DecisionPoint Financial LLC *New 2024-03-31 100 $7,000 100
   FSA Wealth Management LLC 379 *New 2023-12-31 100 $7,000 100
   SJS Investment Consulting Inc. 533 *New 2024-03-31 66 $4,000 66
   CLARIVEST ASSET MANAGEMENT LLC 509 *New 2023-12-31 42 $3,000 42
   Steward Financial Group LLC 884 *New 2023-09-30 62 $3,000 62
   HORIZON INVESTMENTS, LLC/SC 648 *New 2023-12-31 26 $2,000 26
  76 Records found
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