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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-180- 7.2% |
$12K - $14.1K
|
2.32K
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
6.15K+ 4.48% |
$408K - $482K
|
143K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
188New |
$12.5K - $14.7K
|
188
$15.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.63K- 71.34% |
$241K - $285K
|
1.46K
$121K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 96.75% |
$164K - $194K
|
5.02K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-9- 16.07% |
$598 - $706
|
47
$3.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
128New |
$8.5K - $10K
|
128
$10.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.4K- 12.11% |
$359K - $423K
|
39.2K
$3.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.03K+ 4.47% |
$135K - $159K
|
47.4K
$3.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.4KNew |
$759K - $897K
|
11.4K
$947K
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-478K- 80.57% |
$31.8M - $37.5M
|
115K
$9.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
165New |
$11K - $12.9K
|
165
$13.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
400+ 80.97% |
$26.6K - $31.4K
|
894
$74K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-21- 0.11% |
$1.39K - $1.65K
|
19K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
261K+ 71.68% |
$17.3M - $20.4M
|
625K
$51.7M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-622- 16.06% |
$41.3K - $48.8K
|
3.25K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-233- 4.94% |
$15.5K - $18.3K
|
4.48K
$371K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1K- 86.96% |
$66.4K - $78.4K
|
150
$12.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.61% |
$133 - $157
|
328
$27.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
230KNew |
$15.3M - $18M
|
230K
$19M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
72+ 194.59% |
$4.78K - $5.64K
|
109
$9.03K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-10.1K- 2.02% |
$673K - $795K
|
490K
$40.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-24.7K- 19.02% |
$1.64M - $1.94M
|
105K
$8.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-13.8K- 40.95% |
$916K - $1.08M
|
19.9K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-850- 2.32% |
$56.4K - $66.6K
|
35.7K
$2.96M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.68KNew |
$178K - $210K
|
2.68K
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-560- 16.99% |
$37.2K - $43.9K
|
2.74K
$227K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$332 - $392
|
5
$414
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
225+ 1.04% |
$14.9K - $17.6K
|
21.8K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-470- 15.03% |
$31.2K - $36.8K
|
2.66K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
802New |
$53.3K - $62.9K
|
802
$66.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.94K- 39.25% |
$129K - $152K
|
3.01K
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
146New |
$9.7K - $11.4K
|
146
$12.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.81K- 63.67% |
$120K - $142K
|
1.03K
$85.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
432New |
$28.7K - $33.9K
|
432
$35.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
40New |
$2.66K - $3.14K
|
40
$3.31K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-647- 12.72% |
$43K - $50.7K
|
4.44K
$368K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-6.06K- 28.23% |
$403K - $475K
|
15.4K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 4.59% |
$1.33K - $1.57K
|
456
$37.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-184- 0.87% |
$12.2K - $14.4K
|
21K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2+ 0.07% |
$133 - $157
|
2.87K
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
52+ 1.4% |
$3.45K - $4.08K
|
3.77K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
108+ 13.6% |
$7.17K - $8.47K
|
902
$74.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9New |
$598 - $706
|
9
$745
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-188- 3.92% |
$12.5K - $14.7K
|
4.61K
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5+ 0.15% |
$332 - $392
|
3.28K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-158- 3.25% |
$10.5K - $12.4K
|
4.7K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.84K+ 265.86% |
$189K - $223K
|
3.91K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
171KNew |
$11.3M - $13.4M
|
171K
$14.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-783- 19.71% |
$52K - $61.4K
|
3.19K
$264K
|