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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 0.79% |
$2.47K - $2.77K
|
4.2K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-97.9K- 15.29% |
$7.34M - $8.22M
|
542K
$47.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
515+ 15.27% |
$38.6K - $43.3K
|
3.89K
$341K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.01K+ 56.64% |
$676K - $757K
|
24.9K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
170+ 2.44% |
$12.7K - $14.3K
|
7.15K
$627K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
129+ 1.74% |
$9.67K - $10.8K
|
7.54K
$661K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-677- 18.09% |
$50.8K - $56.9K
|
3.07K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 1.35% |
$150 - $168
|
146
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
237+ 28.52% |
$17.8K - $19.9K
|
1.07K
$93.6K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.45% |
$67.5K - $75.6K
|
197K
$17.3M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
169+ 1.59% |
$12.7K - $14.2K
|
10.8K
$946K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
830+ 2.16% |
$62.2K - $69.8K
|
39.3K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
500+ 8.24% |
$37.5K - $42K
|
6.57K
$576K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
44.3K+ 1362.92% |
$3.32M - $3.72M
|
47.5K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
173+ 2.63% |
$13K - $14.5K
|
6.75K
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.87K- 38.65% |
$290K - $325K
|
6.14K
$538K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.92% |
$2.4K - $2.69K
|
3.52K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.03KNew |
$77.5K - $86.9K
|
1.03K
$90.7K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.74K+ 1.24% |
$205K - $230K
|
223K
$19.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 0.7% |
$2.77K - $3.11K
|
5.24K
$460K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-58- 44.62% |
$4.35K - $4.87K
|
72
$6.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-765- 8.59% |
$57.4K - $64.3K
|
8.14K
$714K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
523New |
$39.2K - $44K
|
523
$45.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
677+ 6.63% |
$50.8K - $56.9K
|
10.9K
$954K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
135New |
$10.1K - $11.3K
|
135
$11.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-83.6K- 13.43% |
$6.27M - $7.02M
|
539K
$47.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
472+ 4.83% |
$35.4K - $39.7K
|
10.3K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.13K+ 0.29% |
$84.5K - $94.7K
|
392K
$34.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65+ 0.78% |
$4.87K - $5.46K
|
8.39K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$337K - $378K
|
4.5K
$394K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.24% |
$75 - $84
|
411
$36K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 0.44% |
$600 - $672
|
1.82K
$159K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
4.01K+ 60.34% |
$301K - $337K
|
10.7K
$934K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.89K+ 6.4% |
$217K - $243K
|
48K
$4.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-28- 1.21% |
$2.1K - $2.35K
|
2.29K
$200K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-104- 53.06% |
$7.8K - $8.74K
|
92
$8.07K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
13K+ 3.15% |
$972K - $1.09M
|
424K
$37.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46+ 0.75% |
$3.45K - $3.87K
|
6.17K
$541K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$600 - $672
|
8
$701
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 0.42% |
$1.72K - $1.93K
|
5.5K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
442+ 1.81% |
$33.1K - $37.1K
|
24.9K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
285+ 10.7% |
$21.4K - $24K
|
2.95K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-62- 1.42% |
$4.65K - $5.21K
|
4.29K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-298- 10.35% |
$22.3K - $25K
|
2.58K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.88K- 6.76% |
$216K - $242K
|
39.7K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
63+ 1.36% |
$4.72K - $5.29K
|
4.69K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.11K+ 8.24% |
$158K - $178K
|
27.8K
$2.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.85K- 9.99% |
$364K - $408K
|
43.7K
$3.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-104- 2.59% |
$7.8K - $8.74K
|
3.92K
$343K
|