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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100+ 21.93% |
$8.08K - $9.48K
|
556
$40.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
205+ 4.51% |
$16.6K - $19.4K
|
4.75K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-251- 1.17% |
$20.3K - $23.8K
|
21.3K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 9.94% |
$86.3K - $101K
|
11.8K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
3.5K+ 3.37% |
$283K - $332K
|
107K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-901- 6.91% |
$72.8K - $85.4K
|
12.1K
$877K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-10- 0.36% |
$808 - $948
|
2.77K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.82K- 24.35% |
$227K - $267K
|
8.75K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.48K+ 61.89% |
$605K - $709K
|
19.6K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 3.56% |
$2.42K - $2.84K
|
812
$58.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.64K+ 40.11% |
$213K - $250K
|
9.2K
$666K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4K+ 51.15% |
$836K - $981K
|
30.6K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.5K+ 26.22% |
$1.09M - $1.28M
|
65K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6+ 0.24% |
$485 - $569
|
2.52K
$183K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
228New |
$18.4K - $21.6K
|
228
$16.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-15- 4.87% |
$1.21K - $1.42K
|
293
$21.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-698- 2.55% |
$56.4K - $66.1K
|
26.7K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
12+ 0.22% |
$970 - $1.14K
|
5.4K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29+ 1.03% |
$2.34K - $2.75K
|
2.85K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.37KNew |
$192K - $225K
|
2.37K
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30+ 3.26% |
$2.42K - $2.84K
|
951
$68.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.01K+ 9.77% |
$81.8K - $95.9K
|
11.4K
$822K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-26- 0.56% |
$2.1K - $2.46K
|
4.59K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
96+ 0.07% |
$7.76K - $9.1K
|
144K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-470- 12.2% |
$38K - $44.5K
|
3.38K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-17.4K- 3.26% |
$1.41M - $1.65M
|
517K
$37.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.8KNew |
$1.2M - $1.4M
|
14.8K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
392+ 2.47% |
$31.7K - $37.1K
|
16.2K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-115- 4.96% |
$9.29K - $10.9K
|
2.21K
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.62K+ 31.77% |
$212K - $248K
|
10.9K
$785K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 3.0% |
$485 - $569
|
206
$14.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.29K- 1.9% |
$508K - $596K
|
325K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 11.17% |
$89.9K - $105K
|
8.85K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.36K+ 6.2% |
$191K - $223K
|
40.4K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
157K+ 8.51% |
$12.7M - $14.8M
|
2M
$144M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
25.1K+ 8.25% |
$2.02M - $2.37M
|
329K
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
289+ 39.05% |
$23.4K - $27.4K
|
1.03K
$74.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15New |
$1.21K - $1.42K
|
15
$1.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.43KNew |
$196K - $230K
|
2.43K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-332- 2.92% |
$26.8K - $31.5K
|
11K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.8K+ 4.84% |
$469K - $550K
|
126K
$9.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-989- 0.75% |
$79.9K - $93.7K
|
131K
$9.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
353KNew |
$28.5M - $33.4M
|
353K
$25.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-37- 1.28% |
$2.99K - $3.51K
|
2.85K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
27+ 0.85% |
$2.18K - $2.56K
|
3.22K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.94KNew |
$237K - $278K
|
2.94K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
335+ 3.2% |
$27.1K - $31.7K
|
10.8K
$781K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.32% |
$162 - $190
|
636
$46K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
205+ 5.86% |
$16.6K - $19.4K
|
3.7K
$268K
|