13F

Stock

Shell Plc

Ticker not mapped · held by 13 managers

Reported value

$9.35M

Holders

13

+1 new · −0 exited

Holders’ est. mark

−$711.5K

Price effect on 12 books still in the name

Largest holder

$4.31M

Altrafin AG

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Altrafin AG65.4K$4.31M−$310.9KAdded$710.2K
Henshaw Capital LLC16.9K$1.11M−$33.2KAdded$730.3K
ELEVATION POINT WEALTH PARTNERS, LLC11.9K$781.6K−$73.9KCut−$1.57M
Finivi Inc.10.8K$711.4K−$67KCut−$64.5K
BROADWATER CAPITAL MANAGEMENT LLC8.24K$543.2K−$51.3KCut−$51.3K
Swiss Life Asset Management Ltd7.54K$497.3K−$47KCut−$184.8K
National Philanthropic Trust6.99K$461.3K−$43.6KCut−$113.3K
Ransom Advisory, Ltd4.57K$301.6K−$28.5KCut−$28.5K
Leonteq Securities AG4.32K$284.9K−$24.9KCut−$3.82K
BARCLAYS PLC3.31K$218.4K−$20.6KCut−$139.7K
CHESAPEAKE ASSET MANAGEMENT LLC1.5K$99.3K−$9.38KCut−$9.38K
Prestige Wealth Management Group LLC200$13.2K−$1.25KCut−$1.25K
Cornerstone National Bank & Trust Co175$11.5KNew

Positions as of Q3 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.