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Get Institutions for : 
Shell plc (SHEL)  
$72.97 0.19 (0.26%) as of 4:30 Tue 5/7


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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  : 
7.35 (11.2%)  




 
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
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 310 *Closed 2024-03-31 0 $0 -984
   Meridian Wealth Management LLC 201 *Closed 2024-03-31 0 $0 -10,478
   TEILINGER CAPITAL LTD. 14 *Closed 2023-12-31 0 $0 -107,766
   Keystone Financial Group 301 *Closed 2023-12-31 0 $0 -3,144
   SEGALL BRYANT & HAMILL 319 *Closed 2023-12-31 0 $0 -12,746
   FIRST BUSINESS FINANCIAL SERVICES INC. 163 *Closed 2023-12-31 0 $0 -14,140
   Headlands Technologies LLC 925 *Closed 2023-12-31 0 $0 -490
   Amica Retiree Medical Trust 102 *Closed 2023-09-30 0 $0 -5,994
   Boit C F David 119 *Closed 2024-03-31 0 $0 -2,000
   Stonebridge Capital Advisors LLC 322 *Closed 2023-12-31 0 $0 -2,691
   Flaharty Asset Management LLC 308 *Closed 2023-12-31 0 $0 -2,223
   PICTET ASSET MANAGEMENT SA 1987 *Closed 2023-06-30 0 $0 -100,262
   Retirement Investment Advisors Inc. 53 *Closed 2023-12-31 0 $0 -6,048
   CRAWFORD INVESTMENT COUNSEL INC 273 *Closed 2023-12-31 0 $0 -11,690
   Syntal Capital Partners LLC 10 *Closed 2023-12-31 0 $0 -6,826
   BOURGEON CAPITAL MANAGEMENT LLC 219 *Closed 2024-03-31 0 $0 -102
   HRT FINANCIAL LLC 2358 *Closed 2023-12-31 0 $0 -23,723
   APPLETON PARTNERS INC/MA 271 *Closed 2024-03-31 0 $0 -3,184
   MARSHALL WACE LLP 1920 *Closed 2023-12-31 0 $0 -212,431
   Kalos Management Inc. 325 *Closed 2023-06-30 0 $0 -49
   AMERICA FIRST INVESTMENT ADVISORS LLC 90 *Closed 2024-03-31 0 $0 -551
   SAXON INTERESTS INC. 191 *Closed 2024-03-31 0 $0 -6,365
   Strengthening Families & Communities LLC 296 *Closed 2023-12-31 0 $0 -1,981
   Templeton & Phillips Capital Management LLC 25 *Closed 2023-12-31 0 $0 -9,430
   AVAII WEALTH MANAGEMENT LLC *Closed 2024-03-31 0 $0 -3,165
   Crewe Advisors LLC 442 *Closed 2023-12-31 0 $0 -13,022
   Milestone Investment Advisors LLC 327 *Closed 2023-12-31 0 $0 -145
   Advance Capital Management Inc. 151 *Closed 2024-03-31 0 $0 -3,869
   XTX Topco Ltd 1684 *Closed 2023-12-31 0 $0 -14,978
   ALYESKA INVESTMENT GROUP, L.P. 475 *Closed 2023-12-31 0 $0 -333,869
   Coulter & Justus Financial Services LLC *Closed 2024-03-31 0 $0 -7,431
   Congress Wealth Management LLC / DE / 617 *Closed 2024-03-31 0 $0 -5,444
   WEXFORD CAPITAL LLC 267 *Closed 2023-12-31 0 $0 -79,306
   CWA Asset Management Group LLC 429 *Closed 2023-12-31 0 $0 -8,192
   Inscription Capital LLC 238 *Closed 2024-03-31 0 $0 -8,485
   WARREN AVERETT ASSET MANAGEMENT, LLC 465 *Closed 2023-12-31 0 $0 -3,268
   Outlook Wealth Advisors LLC 271 *Closed 2024-03-31 0 $0 -5,441
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 139 *Closed 2024-03-31 0 $0 -6,884
   Aptus Capital Advisors LLC 946 *Closed 2023-12-31 0 $0 -3,940
   Glassman Wealth Services 1439 *Closed 2024-03-31 0 $0 -2,490
   PDT PARTNERS, LLC 614 *Closed 2023-12-31 0 $0 -3,299
   Arlington Trust Co LLC 743 *Closed 2024-03-31 0 $0 -69
   GRACE & WHITE INC /NY 114 *Closed 2024-03-31 0 $0 -24,816
   TCWP LLC 97 *Closed 2023-12-31 0 $0 -3,580
   DRW SECURITIES, LLC 333 *Closed 2023-12-31 0 $0 -52,001
   Recurrent Investment Advisors LLC 46 *Closed 2023-12-31 0 $0 -84,761
   Cornerstone Planning Group LLC 1069 *Closed 2023-12-31 0 $0 -19
   GRAHAM CAPITAL MANAGEMENT LP 1146 *Closed 2023-12-31 0 $0 -24,127
   CANTOR FITZGERALD L. P. 428 *Closed 2023-12-31 0 $0 -356,017
   Planned Solutions Inc. 421 *Closed 2024-03-31 0 $0 -2,325
   Vident Investment Advisory LLC 666 *Closed 2023-09-30 0 $0 -18,169
   VERITABLE LP 445 *Closed 2023-09-30 0 $0 -31,974
   WOLVERINE TRADING LLC 1502 *Closed 2023-12-31 0 $0 -12,498
   Quadrant Private Wealth Management LLC 242 *Closed 2023-12-31 0 $0 -3,336
   MEITAV DASH INVESTMENTS LTD 353 *Closed 2024-03-31 0 $0 -16,049
   RETIREMENT GUYS FORMULA LLC 146 *Closed 2024-03-31 0 $0 -6,955
   Front Row Advisors LLC 623 *Closed 2023-12-31 0 $0 -227
   VICTORY CAPITAL MANAGEMENT INC *Closed 2024-03-31 0 $0 -10,558
   ORG Partners LLC 1185 *Closed 2023-12-31 0 $0 -2,797
   VisionPoint Advisory Group LLC 855 *Closed 2023-12-31 0 $0 -402
   Addison Capital Co 113 *Closed 2023-12-31 0 $0 -3,653
   Wealth Quarterback LLC 125 *Closed 2023-12-31 0 $0 -3,896
   Ten Capital Wealth Advisors LLC 456 *Closed 2023-06-30 0 $0 -737
   AQR CAPITAL MANAGEMENT LLC 2465 *Closed 2023-12-31 0 $0 -3,168
   KCM INVESTMENT ADVISORS LLC 376 *Closed 2023-12-31 0 $0 -5,789
   Missouri Trust & Investment Co 436 *Closed 2023-12-31 0 $0 -27
   Integrated Investment Consultants LLC 302 *Closed 2024-03-31 0 $0 -5,288
   Clarity Financial LLC 122 *Closed 2024-03-31 0 $0 -3,087
   Axiom Investment Management LLC 490 *Closed 2022-12-31 0 $0 -215
   Lodge Hill Capital LLC 30 *Closed 2023-12-31 0 $0 -113,500
   CAMPBELL & CO INVESTMENT ADVISER LLC 1364 *Closed 2023-12-31 0 $0 -4,700
   Hibernia Wealth Partners LLC 354 *Closed 2023-12-31 0 $0 -184
   PRIVATE ASSET MANAGEMENT INC 123 *Closed 2023-09-30 0 $0 -5,650
   Private Wealth Management Group LLC *Closed 2024-03-31 0 $0 -75
   FIRST NATIONAL TRUST CO 387 *Closed 2024-03-31 0 $0 -6,597
   Curated Wealth Partners LLC 132 *Closed 2024-03-31 0 $0 -3,449
   Blue Barn Wealth LLC 130 *Closed 2023-12-31 0 $0 -3,574
   HAP TRADING, LLC 209 *Closed 2023-12-31 0 $0 -20,143
   VOLORIDGE INVESTMENT MANAGEMENT LLC 1417 *Closed 2023-12-31 0 $0 -298,889
   Avalon Trust Co 362 *Closed 2023-12-31 0 $0 -306
   Cornerstone Advisory LLP 227 *Closed 2023-12-31 0 $0 -4,020
   Castle Hook Partners LP 61 *Closed 2023-12-31 0 $0 -834,938
   ExodusPoint Capital Management LP 1760 *Closed 2023-12-31 0 $0 -33,883
   Telemetry Investments L.L.C. 209 *Closed 2022-12-31 0 $0 -12,000
   COMERICA SECURITIESINC. 485 *Closed 2023-09-30 0 $0 -3,377
   Apeiron RIA LLC 217 *Closed 2024-03-31 0 $0 -5,084
   Cedar Wealth Management LLC 301 *Closed 2023-12-31 0 $0 -117
   Moran Wealth Management LLC 418 *Closed 2023-12-31 0 $0 -37,996
   Caption Management LLC 598 *Closed 2023-12-31 0 $0 -5,400
   Davidson Kempner Capital Management LP 202 *Closed 2023-12-31 0 $0 -880,458
  90 Records found
  1    
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