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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-8K- 19.05% |
$600K - $672K
|
34K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$79.1K - $88.7K
|
1.06K
$92.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.46% |
$150 - $168
|
439
$38.5K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-312- 18.62% |
$23.4K - $26.2K
|
1.36K
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12.3K- 39.37% |
$920K - $1.03M
|
18.9K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
388New |
$29.1K - $32.6K
|
388
$34K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
289+ 1.06% |
$21.7K - $24.3K
|
27.6K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.62KNew |
$196K - $220K
|
2.62K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
123New |
$9.22K - $10.3K
|
123
$10.8K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-49.6K- 42.72% |
$3.72M - $4.17M
|
66.6K
$5.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-54- 0.68% |
$4.05K - $4.54K
|
7.9K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.6K+ 6.46% |
$2.44M - $2.74M
|
537K
$47.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
2.89KNew |
$216K - $243K
|
2.89K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
BUY
|
- |
217KNew |
$16.3M - $18.2M
|
217K
$19M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
10.5K+ 8.26% |
$789K - $884K
|
138K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
72+ 0.24% |
$5.4K - $6.05K
|
29.5K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-675- 1.85% |
$50.6K - $56.7K
|
35.9K
$3.15M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
41+ 1.47% |
$3.07K - $3.45K
|
2.83K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.78% |
$2.17K - $2.44K
|
3.74K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-23.2K- 53.5% |
$1.74M - $1.95M
|
20.2K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
63K+ 3.54% |
$4.72M - $5.29M
|
1.84M
$161M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-27.4K- 29.22% |
$2.06M - $2.3M
|
66.4K
$5.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 3.43% |
$158K - $177K
|
59.4K
$5.21M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 0.23% |
$450 - $504
|
2.57K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 15.94% |
$183K - $205K
|
17.8K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
6.7K+ 0.36% |
$502K - $563K
|
1.88M
$165M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.29K+ 127.46% |
$397K - $445K
|
9.44K
$828K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.01K+ 6.78% |
$151K - $169K
|
31.7K
$2.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
521+ 14.66% |
$39.1K - $43.8K
|
4.07K
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
24+ 0.4% |
$1.8K - $2.02K
|
6.02K
$528K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.22K- 11.07% |
$392K - $439K
|
42K
$3.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.97K+ 12.19% |
$223K - $250K
|
27.3K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 26.59% |
$5.32K - $5.97K
|
338
$29.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-65.5K- 5.16% |
$4.91M - $5.51M
|
1.21M
$106M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.72% |
$525 - $588
|
970
$85K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 5.84% |
$4.5K - $5.04K
|
1.09K
$95.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.83K- 34.93% |
$212K - $238K
|
5.28K
$463K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.4KNew |
$180K - $201K
|
2.4K
$210K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
375+ 7.76% |
$28.1K - $31.5K
|
5.21K
$457K
|
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
264K+ 34.9% |
$19.8M - $22.2M
|
1.02M
$89.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.77K+ 19.92% |
$133K - $149K
|
10.7K
$936K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
23+ 0.28% |
$1.72K - $1.93K
|
8.35K
$732K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.81K- 2.92% |
$210K - $236K
|
93.4K
$8.19M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-798- 13.79% |
$59.8K - $67.1K
|
4.99K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
72.4K+ 4.12% |
$5.43M - $6.09M
|
1.83M
$160M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.4K+ 14.64% |
$330K - $370K
|
34.5K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.52KNew |
$189K - $212K
|
2.52K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-425- 10.38% |
$31.9K - $35.7K
|
3.67K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
972New |
$72.9K - $81.7K
|
972
$85.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-68- 1.29% |
$5.1K - $5.71K
|
5.2K
$456K
|