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 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
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
80+ 5.57% |
$6K - $6.72K
|
1.52K
$128K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.69K+ 17.82% |
$202K - $226K
|
17.8K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.59K+ 20.0% |
$644K - $722K
|
51.5K
$4.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-5- 0.01% |
$375 - $420
|
47K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.56% |
$15K - $16.8K
|
35.6K
$3.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.06KNew |
$379K - $425K
|
5.06K
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.5K- 32.72% |
$113K - $126K
|
3.09K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-72- 0.05% |
$5.4K - $6.05K
|
143K
$12.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.3K+ 12.09% |
$97.5K - $109K
|
12.1K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-802- 8.97% |
$60.1K - $67.4K
|
8.14K
$687K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
49+ 1.16% |
$3.67K - $4.12K
|
4.28K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
90+ 0.81% |
$6.75K - $7.56K
|
11.2K
$949K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
674+ 18.78% |
$50.5K - $56.6K
|
4.26K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
62+ 1.98% |
$4.65K - $5.21K
|
3.19K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.18% |
$450 - $504
|
3.41K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.25K+ 29.24% |
$169K - $189K
|
9.96K
$841K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.38K+ 4.7% |
$478K - $536K
|
142K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.6KNew |
$270K - $303K
|
3.6K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139+ 1.62% |
$10.4K - $11.7K
|
8.74K
$739K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$207K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.32% |
$150 - $168
|
634
$53.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7+ 0.13% |
$525 - $588
|
5.39K
$456K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-816- 2.01% |
$61.2K - $68.6K
|
39.8K
$3.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.12K+ 335.85% |
$683K - $766K
|
11.8K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-46- 0.55% |
$3.45K - $3.87K
|
8.24K
$697K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.93% |
$614K - $688K
|
146K
$12.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
687+ 1.25% |
$51.5K - $57.7K
|
55.5K
$4.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.52K- 7.17% |
$114K - $128K
|
19.7K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-350- 0.5% |
$26.2K - $29.4K
|
69.8K
$5.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-197- 3.54% |
$14.8K - $16.6K
|
5.36K
$453K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
43+ 0.82% |
$3.22K - $3.61K
|
5.28K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
26+ 0.81% |
$1.95K - $2.19K
|
3.25K
$275K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-280- 7.41% |
$21K - $23.5K
|
3.5K
$296K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9- 0.13% |
$675 - $756
|
7.15K
$604K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
51.9K+ 8093.45% |
$3.89M - $4.36M
|
52.5K
$4.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.39K- 2.48% |
$404K - $453K
|
212K
$17.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
117KNew |
$8.78M - $9.84M
|
117K
$9.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
2.46KNew |
$184K - $207K
|
2.46K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-727- 50.77% |
$54.5K - $61.1K
|
705
$59.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.74% |
$375 - $420
|
683
$57.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.88KNew |
$141K - $158K
|
1.88K
$159K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.89K- 18.44% |
$142K - $159K
|
8.37K
$708K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
334New |
$25K - $28.1K
|
334
$28.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
306+ 2.1% |
$22.9K - $25.7K
|
14.9K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.04% |
$300 - $336
|
9.16K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
306+ 4.55% |
$22.9K - $25.7K
|
7.03K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
287+ 3.11% |
$21.5K - $24.1K
|
9.53K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
312+ 4.65% |
$23.4K - $26.2K
|
7.02K
$593K
|