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 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-551- 17.75% |
$41.3K - $46.3K
|
2.55K
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
96+ 2.08% |
$7.2K - $8.07K
|
4.72K
$408K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
26+ 0.91% |
$1.95K - $2.19K
|
2.88K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.1K- 80.6% |
$905K - $1.01M
|
2.91K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
90+ 0.34% |
$6.75K - $7.56K
|
26.9K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.49KNew |
$187K - $209K
|
2.49K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5New |
$375 - $420
|
5
$433
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
5.2K+ 9.25% |
$390K - $437K
|
61.4K
$5.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-8- 0.19% |
$600 - $672
|
4.18K
$361K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-29.6K- 44.33% |
$2.22M - $2.49M
|
37.2K
$3.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.33% |
$225 - $252
|
921
$79.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-196- 38.89% |
$14.7K - $16.5K
|
308
$26.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
11.3K+ 6.63% |
$845K - $947K
|
181K
$15.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
3.6KNew |
$270K - $303K
|
3.6K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.52KNew |
$189K - $212K
|
2.52K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
805+ 14.81% |
$60.4K - $67.7K
|
6.24K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
885+ 33.6% |
$66.3K - $74.4K
|
3.52K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
92.5K+ 6.48% |
$6.93M - $7.77M
|
1.52M
$132M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
589+ 11.15% |
$44.2K - $49.5K
|
5.87K
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.54KNew |
$565K - $633K
|
7.54K
$652K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12+ 0.56% |
$900 - $1.01K
|
2.16K
$187K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
686+ 1.68% |
$51.4K - $57.7K
|
41.5K
$3.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.1K- 1.31% |
$157K - $176K
|
158K
$13.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-13.3K- 1.84% |
$996K - $1.12M
|
708K
$61.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 14.58% |
$6.82K - $7.65K
|
715
$61.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
101+ 0.78% |
$7.57K - $8.49K
|
13K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-139K- 15.47% |
$10.4M - $11.6M
|
757K
$65.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$825 - $924
|
11
$952
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
822+ 10.72% |
$61.6K - $69.1K
|
8.49K
$734K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-56- 0.85% |
$4.2K - $4.71K
|
6.51K
$563K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-120- 2.39% |
$9K - $10.1K
|
4.91K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-80- 0.15% |
$6K - $6.72K
|
54.3K
$4.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
16+ 0.61% |
$1.2K - $1.34K
|
2.62K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.3% |
$1.42K - $1.6K
|
6.26K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
572+ 9.39% |
$42.9K - $48.1K
|
6.67K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.11% |
$1.5K - $1.68K
|
17.8K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
78+ 2.27% |
$5.85K - $6.56K
|
3.51K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 40.0% |
$600 - $672
|
28
$2.42K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 1.0% |
$2.47K - $2.77K
|
3.27K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
351+ 0.11% |
$26.3K - $29.5K
|
332K
$28.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
199+ 0.5% |
$14.9K - $16.7K
|
39.6K
$3.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
42+ 5.25% |
$3.15K - $3.53K
|
842
$72.8K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$75 - $84
|
8
$692
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.5K- 4.54% |
$2.07M - $2.32M
|
580K
$50.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
7.82K+ 38.19% |
$586K - $657K
|
28.3K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.39% |
$375 - $420
|
214
$18.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.97KNew |
$223K - $250K
|
2.97K
$257K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47.9KNew |
$3.59M - $4.03M
|
47.9K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
17.6K+ 17.2% |
$1.32M - $1.48M
|
120K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.4KNew |
$180K - $202K
|
2.4K
$208K
|