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 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.54KNew |
$190K - $213K
|
2.54K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
42.2KNew |
$3.17M - $3.55M
|
42.2K
$3.7M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.1KNew |
$232K - $260K
|
3.1K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.6K- 18.11% |
$869K - $974K
|
52.4K
$4.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.49KNew |
$187K - $209K
|
2.49K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
729+ 6.41% |
$54.7K - $61.3K
|
12.1K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
81.6K+ 8.41% |
$6.12M - $6.86M
|
1.05M
$92.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
12.8K+ 5.07% |
$958K - $1.07M
|
265K
$23.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-581- 25.86% |
$43.6K - $48.8K
|
1.67K
$146K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-760- 4.17% |
$57K - $63.9K
|
17.5K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
13.1K+ 4.76% |
$983K - $1.1M
|
289K
$25.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-263- 0.34% |
$19.7K - $22.1K
|
76.6K
$6.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.33K- 76.46% |
$175K - $196K
|
718
$62.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500+ 19.16% |
$37.5K - $42K
|
3.11K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.2K+ 7.15% |
$540K - $605K
|
108K
$9.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
158KNew |
$11.8M - $13.2M
|
158K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25+ 0.25% |
$1.87K - $2.1K
|
10K
$880K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.69K+ 23.16% |
$126K - $142K
|
8.97K
$787K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
39New |
$2.92K - $3.28K
|
39
$3.42K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
6.08K+ 15.51% |
$455K - $511K
|
45.2K
$3.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 6.75% |
$75K - $84.1K
|
15.8K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.58K- 7.51% |
$268K - $301K
|
44.1K
$3.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.67K- 8.16% |
$125K - $140K
|
18.7K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.55K- 5.05% |
$116K - $130K
|
29.2K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
467+ 2.22% |
$35K - $39.2K
|
21.5K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
951+ 9.71% |
$71.3K - $79.9K
|
10.7K
$942K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 4.41% |
$3.75K - $4.2K
|
1.08K
$95K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.85K- 2.32% |
$139K - $156K
|
78K
$6.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-251- 43.8% |
$18.8K - $21.1K
|
322
$28.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
156K+ 35.68% |
$11.7M - $13.1M
|
595K
$52.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.2K+ 3.01% |
$3.16M - $3.55M
|
1.45M
$127M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-493- 5.79% |
$37K - $41.4K
|
8.02K
$703K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
29.5K+ 2.09% |
$2.21M - $2.48M
|
1.45M
$127M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-34- 5.35% |
$2.55K - $2.86K
|
602
$52.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-61.1K- 48.58% |
$4.58M - $5.14M
|
64.7K
$5.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-62.8K- 5.24% |
$4.71M - $5.28M
|
1.14M
$99.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-249- 0.24% |
$18.7K - $20.9K
|
104K
$9.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-44- 0.36% |
$3.3K - $3.7K
|
12.1K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-833- 77.27% |
$62.5K - $70K
|
245
$21.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 23.45% |
$206K - $231K
|
14.5K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
86+ 15.5% |
$6.45K - $7.23K
|
641
$56.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
355New |
$26.6K - $29.8K
|
355
$31.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Reaves W H & CO Inc
|
BUY
|
- |
401K+ 33.79% |
$30.1M - $33.7M
|
1.59M
$139M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
466+ 1.27% |
$34.9K - $39.2K
|
37.2K
$3.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11+ 0.01% |
$825 - $924
|
199K
$17.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.66K- 45.32% |
$349K - $391K
|
5.62K
$493K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.1% |
$300 - $336
|
3.86K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
77+ 1.98% |
$5.77K - $6.47K
|
3.96K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
27.4K+ 2.7% |
$2.06M - $2.31M
|
1.04M
$91.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
36.7KNew |
$2.75M - $3.08M
|
36.7K
$3.21M
|