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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
545+ 8.77% |
$36.2K - $42.7K
|
6.76K
$560K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 2.41% |
$266 - $314
|
170
$14.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-2.24K- 24.84% |
$149K - $176K
|
6.78K
$562K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8- 0.23% |
$531 - $627
|
3.45K
$286K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
555+ 100.0% |
$36.9K - $43.5K
|
1.11K
$91.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-109- 2.72% |
$7.24K - $8.55K
|
3.9K
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.13K+ 59.11% |
$274K - $324K
|
11.1K
$920K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
37+ 39.36% |
$2.46K - $2.9K
|
131
$10.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
458New |
$30.4K - $35.9K
|
458
$37.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
88New |
$5.84K - $6.9K
|
88
$7.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
111+ 17.73% |
$7.37K - $8.7K
|
737
$61K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-39- 6.98% |
$2.59K - $3.06K
|
520
$43.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-318- 55.02% |
$21.1K - $24.9K
|
260
$21.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 3.7% |
$19.9K - $23.5K
|
7.8K
$646K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
394New |
$26.2K - $30.9K
|
394
$32.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$1.99K - $2.35K
|
30
$2.48K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10New |
$664 - $784
|
10
$828
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-200- 6.1% |
$13.3K - $15.7K
|
3.08K
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
156New |
$10.4K - $12.2K
|
156
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 5.45% |
$199 - $235
|
52
$4.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-271- 6.46% |
$18K - $21.2K
|
3.92K
$325K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-102- 0.82% |
$6.77K - $8K
|
12.3K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.45K- 30.04% |
$429K - $506K
|
15K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$465 - $549
|
7
$580
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
50New |
$3.32K - $3.92K
|
50
$4.14K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
71+ 17.49% |
$4.72K - $5.57K
|
477
$39.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
144+ 4.46% |
$9.56K - $11.3K
|
3.37K
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$112K - $132K
|
1.69K
$140K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 3.45% |
$332 - $392
|
140
$11.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
131+ 2.76% |
$8.7K - $10.3K
|
4.88K
$404K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
190New |
$12.6K - $14.9K
|
190
$15.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-12- 0.17% |
$797 - $941
|
7.23K
$599K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-55- 1.26% |
$3.65K - $4.31K
|
4.32K
$358K
|
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
BUY
|
- |
9.74K+ 2.79% |
$647K - $763K
|
359K
$29.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
90New |
$5.98K - $7.06K
|
90
$7.45K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
56+ 0.87% |
$3.72K - $4.39K
|
6.52K
$540K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.06% |
$66.4 - $78.4
|
1.63K
$135K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.05KClosed |
$534K - $631K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-164- 29.18% |
$10.9K - $12.9K
|
398
$33K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
7.21KNew |
$479K - $565K
|
7.21K
$597K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
123+ 2.0% |
$8.17K - $9.64K
|
6.27K
$519K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-67- 78.82% |
$4.45K - $5.25K
|
18
$1.49K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 2.86% |
$6.64K - $7.84K
|
3.4K
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
530+ 17.97% |
$35.2K - $41.6K
|
3.48K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
507New |
$33.7K - $39.7K
|
507
$42K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
52+ 3.47% |
$3.45K - $4.08K
|
1.55K
$129K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-790K- 72.68% |
$52.5M - $61.9M
|
297K
$24.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 34.72% |
$1.66K - $1.96K
|
97
$8.03K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
2.73KNew |
$181K - $214K
|
2.73K
$226K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
402+ 3.83% |
$26.7K - $31.5K
|
10.9K
$902K
|