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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
770+ 107.24% |
$62.2K - $73K
|
1.49K
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.41MNew |
$114M - $134M
|
1.41M
$102M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.05K- 4.21% |
$84.7K - $99.3K
|
23.8K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
124+ 5.42% |
$10K - $11.8K
|
2.41K
$174K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.52KNew |
$122K - $144K
|
1.52K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16+ 0.19% |
$1.29K - $1.52K
|
8.4K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
2.3KNew |
$185K - $217K
|
2.3K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
983+ 1.08% |
$79.4K - $93.2K
|
92.2K
$6.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
43+ 0.83% |
$3.47K - $4.08K
|
5.25K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.85KNew |
$796K - $933K
|
9.85K
$712K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.87KNew |
$313K - $367K
|
3.87K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-548- 1.1% |
$44.3K - $51.9K
|
49.3K
$3.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
168KNew |
$13.6M - $15.9M
|
168K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 73.79% |
$91K - $107K
|
400
$28.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
183+ 18.87% |
$14.8K - $17.3K
|
1.15K
$83.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-7- 0.29% |
$566 - $663
|
2.39K
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.67KNew |
$216K - $253K
|
2.67K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-214- 5.76% |
$17.3K - $20.3K
|
3.5K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-169- 68.98% |
$13.7K - $16K
|
76
$5.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.09K- 2.68% |
$169K - $198K
|
75.9K
$5.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$263K - $309K
|
3.26K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
252+ 0.47% |
$20.4K - $23.9K
|
54K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15New |
$1.21K - $1.42K
|
15
$1.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.28K+ 5.03% |
$184K - $216K
|
47.5K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 36.84% |
$3.39K - $3.98K
|
72
$5.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
171New |
$13.8K - $16.2K
|
171
$12.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.69K+ 1.7% |
$218K - $255K
|
161K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71KNew |
$300K - $352K
|
3.71K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.2% |
$808 - $948
|
5.12K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
114New |
$9.21K - $10.8K
|
114
$8.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-990- 9.27% |
$80K - $93.8K
|
9.69K
$700K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-46- 1.8% |
$3.72K - $4.36K
|
2.51K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
66+ 0.66% |
$5.33K - $6.25K
|
10.1K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.02K+ 874.81% |
$567K - $665K
|
7.82K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$1.37K - $1.61K
|
17
$1.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.18K+ 97.89% |
$176K - $207K
|
4.41K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-660- 12.34% |
$53.3K - $62.5K
|
4.69K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.29K+ 90.8% |
$266K - $311K
|
6.91K
$499K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
820New |
$66.3K - $77.7K
|
820
$59.3K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.32KNew |
$430K - $504K
|
5.32K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.8KNew |
$1.36M - $1.59M
|
16.8K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 5.21% |
$12.8K - $15.1K
|
3.21K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
179+ 3.79% |
$14.5K - $17K
|
4.9K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
998+ 7.26% |
$80.6K - $94.6K
|
14.7K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
3+ 0.12% |
$242 - $284
|
2.52K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-109- 2.18% |
$8.81K - $10.3K
|
4.88K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
189KNew |
$15.3M - $17.9M
|
189K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600New |
$48.5K - $56.9K
|
600
$43.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
116K+ 87.78% |
$9.36M - $11M
|
248K
$17.9M
|