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
|
Dash Acquisitions Inc.
|
BUY
|
- |
16+ 0.61% |
$1.2K - $1.34K
|
2.62K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.3% |
$1.42K - $1.6K
|
6.26K
$518K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
572+ 9.39% |
$42.9K - $48.1K
|
6.67K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.11% |
$1.5K - $1.68K
|
17.8K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 40.0% |
$600 - $672
|
28
$2.32K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 1.0% |
$2.47K - $2.77K
|
3.27K
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
351+ 0.11% |
$26.3K - $29.5K
|
332K
$27.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
42+ 5.25% |
$3.15K - $3.53K
|
842
$69.7K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$75 - $84
|
8
$662
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.5K- 4.54% |
$2.07M - $2.32M
|
580K
$48M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
7.82K+ 38.19% |
$586K - $657K
|
28.3K
$2.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.39% |
$375 - $420
|
214
$17.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.97KNew |
$223K - $250K
|
2.97K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47.9KNew |
$3.59M - $4.03M
|
47.9K
$3.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
17.6K+ 17.2% |
$1.32M - $1.48M
|
120K
$9.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.4KNew |
$180K - $202K
|
2.4K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-71.7K- 2.98% |
$5.37M - $6.02M
|
2.33M
$193M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.92KNew |
$219K - $245K
|
2.92K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.87K+ 5.49% |
$290K - $325K
|
74.3K
$6.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-95- 2.21% |
$7.12K - $7.98K
|
4.21K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.38% |
$1.42K - $1.6K
|
4.92K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.86KNew |
$214K - $240K
|
2.86K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.35KNew |
$401K - $450K
|
5.35K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.84% |
$150 - $168
|
240
$19.9K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
14.3K+ 464.93% |
$1.07M - $1.2M
|
17.4K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
20.4K+ 7.21% |
$1.53M - $1.72M
|
304K
$25.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 0.52% |
$1.95K - $2.19K
|
4.96K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
966New |
$72.4K - $81.2K
|
966
$80K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
80+ 5.57% |
$6K - $6.72K
|
1.52K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.59K+ 20.0% |
$644K - $722K
|
51.5K
$4.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-5- 0.01% |
$375 - $420
|
47K
$3.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.56% |
$15K - $16.8K
|
35.6K
$2.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.06KNew |
$379K - $425K
|
5.06K
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.5K- 32.72% |
$113K - $126K
|
3.09K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-72- 0.05% |
$5.4K - $6.05K
|
143K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.3K+ 12.09% |
$97.5K - $109K
|
12.1K
$998K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-802- 8.97% |
$60.1K - $67.4K
|
8.14K
$674K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
49+ 1.16% |
$3.67K - $4.12K
|
4.28K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
62+ 1.98% |
$4.65K - $5.21K
|
3.19K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.18% |
$450 - $504
|
3.41K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.25K+ 29.24% |
$169K - $189K
|
9.96K
$824K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139+ 1.62% |
$10.4K - $11.7K
|
8.74K
$724K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.32% |
$150 - $168
|
634
$52.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7+ 0.13% |
$525 - $588
|
5.39K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-816- 2.01% |
$61.2K - $68.6K
|
39.8K
$3.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.12K+ 335.85% |
$683K - $766K
|
11.8K
$979K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-46- 0.55% |
$3.45K - $3.87K
|
8.24K
$683K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.19K+ 5.93% |
$614K - $688K
|
146K
$12.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.52K- 7.17% |
$114K - $128K
|
19.7K
$1.63M
|