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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.1K- 1.31% |
$157K - $176K
|
158K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-13.3K- 1.84% |
$996K - $1.12M
|
708K
$59.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 14.58% |
$6.82K - $7.65K
|
715
$60.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
101+ 0.78% |
$7.57K - $8.49K
|
13K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-139K- 15.47% |
$10.4M - $11.6M
|
757K
$64M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$825 - $924
|
11
$930
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
822+ 10.72% |
$61.6K - $69.1K
|
8.49K
$717K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-56- 0.85% |
$4.2K - $4.71K
|
6.51K
$550K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-120- 2.39% |
$9K - $10.1K
|
4.91K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-80- 0.15% |
$6K - $6.72K
|
54.3K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
16+ 0.61% |
$1.2K - $1.34K
|
2.62K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.3% |
$1.42K - $1.6K
|
6.26K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
572+ 9.39% |
$42.9K - $48.1K
|
6.67K
$563K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.11% |
$1.5K - $1.68K
|
17.8K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-33- 0.67% |
$2.47K - $2.77K
|
4.88K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
78+ 2.27% |
$5.85K - $6.56K
|
3.51K
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-453- 2.07% |
$34K - $38.1K
|
21.4K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 40.0% |
$600 - $672
|
28
$2.37K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 1.0% |
$2.47K - $2.77K
|
3.27K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
351+ 0.11% |
$26.3K - $29.5K
|
332K
$28M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
199+ 0.5% |
$14.9K - $16.7K
|
39.6K
$3.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
42+ 5.25% |
$3.15K - $3.53K
|
842
$71.2K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$75 - $84
|
8
$676
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.5K- 4.54% |
$2.07M - $2.32M
|
580K
$49M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
28+ 0.62% |
$2.1K - $2.35K
|
4.57K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
6.8KNew |
$510K - $572K
|
6.8K
$575K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
7.82K+ 38.19% |
$586K - $657K
|
28.3K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.39% |
$375 - $420
|
214
$18.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.97KNew |
$223K - $250K
|
2.97K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47.9KNew |
$3.59M - $4.03M
|
47.9K
$4.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
17.6K+ 17.2% |
$1.32M - $1.48M
|
120K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.2KNew |
$315K - $353K
|
4.2K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.4KNew |
$180K - $202K
|
2.4K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-71.7K- 2.98% |
$5.37M - $6.02M
|
2.33M
$197M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.92KNew |
$219K - $245K
|
2.92K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.87K+ 5.49% |
$290K - $325K
|
74.3K
$6.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
97+ 1.56% |
$7.27K - $8.15K
|
6.32K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-95- 2.21% |
$7.12K - $7.98K
|
4.21K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.38% |
$1.42K - $1.6K
|
4.92K
$416K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
118K+ 89.73% |
$8.81M - $9.88M
|
249K
$21M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.86KNew |
$214K - $240K
|
2.86K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23- 0.3% |
$1.72K - $1.93K
|
7.58K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.35KNew |
$401K - $450K
|
5.35K
$452K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.84% |
$150 - $168
|
240
$20.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5K- 27.3% |
$375K - $420K
|
13.3K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
14.3K+ 464.93% |
$1.07M - $1.2M
|
17.4K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
20.4K+ 7.21% |
$1.53M - $1.72M
|
304K
$25.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 0.52% |
$1.95K - $2.19K
|
4.96K
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
30.2K+ 152.01% |
$2.26M - $2.54M
|
50K
$4.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
966New |
$72.4K - $81.2K
|
966
$81.6K
|