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 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-168K- 5.75% |
$12.6M - $14.1M
|
2.75M
$232M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-389- 3.26% |
$29.2K - $32.7K
|
11.6K
$974K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.37K- 2.74% |
$103K - $115K
|
48.6K
$4.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
227New |
$17K - $19.1K
|
227
$19.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-600- 34.19% |
$45K - $50.4K
|
1.16K
$97.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-120- 4.3% |
$9K - $10.1K
|
2.67K
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2+ 0.07% |
$150 - $168
|
2.81K
$237K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.37% |
$825 - $924
|
2.98K
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
105+ 1.0% |
$7.87K - $8.82K
|
10.6K
$893K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.7KNew |
$202K - $227K
|
2.7K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2K+ 12.48% |
$150K - $168K
|
18K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2+ 0.07% |
$150 - $168
|
2.76K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$75 - $84
|
1
$84.2
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.41KNew |
$180K - $202K
|
2.41K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
146+ 260.71% |
$10.9K - $12.3K
|
202
$17K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
517+ 5.72% |
$38.8K - $43.4K
|
9.55K
$805K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-922- 24.8% |
$69.1K - $77.5K
|
2.8K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 3.94% |
$2.47K - $2.77K
|
805
$67.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
318+ 5.89% |
$23.8K - $26.7K
|
5.72K
$481K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
265+ 6.59% |
$19.9K - $22.3K
|
4.28K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
265+ 4.58% |
$19.9K - $22.3K
|
6.05K
$510K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-146- 4.91% |
$10.9K - $12.3K
|
2.83K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 0.07% |
$750 - $840
|
13.7K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 3.3% |
$3.15K - $3.53K
|
1.31K
$111K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-412- 6.84% |
$30.9K - $34.6K
|
5.61K
$473K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
540New |
$40.5K - $45.4K
|
540
$45.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
434+ 3.45% |
$32.5K - $36.5K
|
13K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.51KNew |
$188K - $211K
|
2.51K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-975- 4.62% |
$73.1K - $81.9K
|
20.1K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.18K- 17.34% |
$88.5K - $99.2K
|
5.63K
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
414+ 3.15% |
$31K - $34.8K
|
13.6K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
74+ 0.7% |
$5.55K - $6.22K
|
10.7K
$899K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-35- 0.44% |
$2.62K - $2.94K
|
7.91K
$667K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
258+ 1.58% |
$19.3K - $21.7K
|
16.6K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-348- 6.36% |
$26.1K - $29.2K
|
5.12K
$431K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-104- 17.81% |
$7.8K - $8.74K
|
480
$40.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10+ 0.36% |
$750 - $840
|
2.82K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
194+ 35.53% |
$14.5K - $16.3K
|
740
$62.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
26+ 27.08% |
$1.95K - $2.19K
|
122
$10.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.47K- 12.68% |
$185K - $208K
|
17K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
112+ 0.67% |
$8.4K - $9.41K
|
16.8K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
305+ 179.41% |
$22.9K - $25.6K
|
475
$40K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.18K- 19.55% |
$388K - $435K
|
21.3K
$1.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.38K+ 6.95% |
$629K - $705K
|
129K
$10.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-821- 11.35% |
$61.6K - $69K
|
6.42K
$540K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.69K+ 17.11% |
$277K - $310K
|
25.3K
$2.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-70K- 83.31% |
$5.25M - $5.89M
|
14K
$1.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
466+ 2.66% |
$34.9K - $39.2K
|
18K
$1.52M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-220- 9.09% |
$16.5K - $18.5K
|
2.2K
$185K
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 14.19% |
$135K - $151K
|
10.9K
$914K
|