Latest Institutional Transactions on Sempra Energy (SRE)
This table provides information on the latest institutional transactions involving Sempra Energy (SRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
140+ 4666.67% |
$9.5K - $12.3K
|
143
$10.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 1.55% |
$20.6K - $26.7K
|
19.3K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-101- 1.64% |
$6.85K - $8.85K
|
6.06K
$431K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
242+ 5.59% |
$16.4K - $21.2K
|
4.57K
$325K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.41KNew |
$231K - $299K
|
3.41K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.28K+ 55.91% |
$86.7K - $112K
|
3.56K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
31.3K+ 4.75% |
$2.12M - $2.74M
|
689K
$49M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.53K- 83.83% |
$579K - $748K
|
1.65K
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
167+ 2.3% |
$11.3K - $14.6K
|
7.42K
$527K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-72- 54.14% |
$4.89K - $6.31K
|
61
$4.34K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
30+ 0.74% |
$2.04K - $2.63K
|
4.08K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.09% |
$271 - $351
|
4.29K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-500- 9.89% |
$33.9K - $43.8K
|
4.56K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.34K+ 1.84% |
$362K - $468K
|
296K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-31- 33.33% |
$2.1K - $2.72K
|
62
$4.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.9K- 31.54% |
$129K - $166K
|
4.12K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-197- 1.01% |
$13.4K - $17.3K
|
19.3K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
261+ 4.76% |
$17.7K - $22.9K
|
5.74K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.51K+ 16.55% |
$102K - $132K
|
10.6K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
308+ 7.12% |
$20.9K - $27K
|
4.63K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
46New |
$3.12K - $4.03K
|
46
$3.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11New |
$746 - $964
|
11
$782
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
324+ 10.23% |
$22K - $28.4K
|
3.49K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
37+ 0.8% |
$2.51K - $3.24K
|
4.64K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
25+ 0.46% |
$1.7K - $2.19K
|
5.45K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-89K- 12.02% |
$6.04M - $7.8M
|
652K
$46.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-343K- 96.23% |
$23.2M - $30M
|
13.4K
$955K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-389- 6.81% |
$26.4K - $34.1K
|
5.32K
$379K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 8.4% |
$911K - $1.18M
|
173K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.88K+ 8087.5% |
$263K - $340K
|
3.93K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 7.13% |
$5.16K - $6.66K
|
1.14K
$81.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
774New |
$52.5K - $67.9K
|
774
$55K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
14.2KNew |
$963K - $1.24M
|
14.2K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
108+ 5400.0% |
$7.33K - $9.47K
|
110
$7.82K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-48- 0.28% |
$3.26K - $4.21K
|
17.2K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
246K+ 1283.74% |
$16.7M - $21.6M
|
265K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 16.23% |
$77.1K - $99.7K
|
5.87K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
530New |
$36K - $46.5K
|
530
$37.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
64.1K+ 22.93% |
$4.35M - $5.62M
|
344K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.26K- 24.15% |
$85.8K - $111K
|
3.97K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.4KNew |
$1.05M - $1.35M
|
15.4K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
200+ 7.55% |
$13.6K - $17.5K
|
2.85K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 16.73% |
$61.1K - $78.9K
|
4.48K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 11.11% |
$204 - $263
|
24
$1.71K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.67K+ 461.96% |
$588K - $760K
|
10.5K
$750K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-677- 16.79% |
$45.9K - $59.4K
|
3.36K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
492+ 5.86% |
$33.4K - $43.1K
|
8.88K
$632K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.55% |
$67.9 - $87.7
|
182
$12.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-30K- 60.79% |
$2.04M - $2.63M
|
19.4K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-280- 26.19% |
$19K - $24.5K
|
789
$56.1K
|