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May 2, 2023
Envestnet Asset Management Inc. lifted its holdings in Shell plc (NYSE:SHEL – Get Rating) by 5.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,248,178 shares of the energy company’s stock after purchasing an additional 61,737 shares during the quarter. Envestnet Asset Management Inc.’s holdings in […]
May 2, 2023
Gagnon Securities LLC trimmed its position in Shell plc (NYSE:SHEL – Get Rating) by 3.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,397 shares of the energy company’s stock after selling 200 shares during the period. Gagnon Securities LLC’s holdings in Shell […]
May 1, 2023
Laurel Wealth Advisors LLC grew its position in Shell plc (NYSE:SHEL – Get Rating) by 54.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,581 shares of the energy company’s stock after acquiring an additional 555 shares during the quarter. Laurel Wealth Advisors […]
April 30, 2023
American Assets Investment Management LLC lifted its holdings in Shell plc (NYSE:SHEL – Get Rating) by 29.2% during the fourth quarter, HoldingsChannel reports. The firm owned 221,000 shares of the energy company’s stock after purchasing an additional 50,000 shares during the period. Shell comprises 1.5% of American Assets Investment Management LLC’s investment portfolio, making the […]
April 30, 2023
Glass Jacobson Investment Advisors llc purchased a new stake in shares of Shell plc (NYSE:SHEL – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 1,383 shares of the energy company’s stock, valued at approximately $79,000. A number of […]
April 29, 2023
TCI Wealth Advisors Inc. grew its stake in shares of Shell plc (NYSE:SHEL – Get Rating) by 121.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,216 shares of the energy company’s stock after acquiring an additional 666 shares […]
April 28, 2023
Ieq Capital LLC cut its holdings in Shell plc (NYSE:SHEL – Get Rating) by 17.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,355 shares of the energy company’s stock after selling 3,474 shares during the period. Ieq Capital LLC’s holdings in Shell were […]
April 28, 2023
Ropes Wealth Advisors LLC increased its stake in Shell plc (NYSE:SHEL – Get Rating) by 9.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,797 shares of the energy company’s stock after purchasing an additional 418 shares during the quarter. Ropes Wealth Advisors LLC’s […]
April 28, 2023
Pacer Advisors Inc. lifted its position in shares of Shell plc (NYSE:SHEL – Get Rating) by 84.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 108,225 shares of the energy company’s stock after buying an additional 49,700 shares during the quarter. Pacer Advisors […]
April 28, 2023
Avidian Wealth Solutions LLC lifted its position in Shell plc (NYSE:SHEL – Get Rating) by 21.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,604 shares of the energy company’s stock after purchasing an additional 5,957 shares during the […]