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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6- 1.29% |
$415 - $462
|
458
$37.9K
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.34K- 21.06% |
$93.1K - $103K
|
5.04K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-215- 7.05% |
$14.9K - $16.5K
|
2.84K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5.99KNew |
$415K - $461K
|
5.99K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-146K- 9.77% |
$10.1M - $11.2M
|
1.35M
$112M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
50New |
$3.46K - $3.85K
|
50
$4.14K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
424+ 12.28% |
$29.4K - $32.6K
|
3.88K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.5KNew |
$795K - $883K
|
11.5K
$951K
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
44.6KNew |
$3.09M - $3.43M
|
44.6K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.92K+ 60.66% |
$133K - $148K
|
5.1K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
342New |
$23.7K - $26.3K
|
342
$28.3K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.23KNew |
$501K - $556K
|
7.23K
$599K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.93KNew |
$480K - $534K
|
6.93K
$574K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-293- 9.45% |
$20.3K - $22.5K
|
2.81K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.49KNew |
$588K - $653K
|
8.49K
$703K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.9KNew |
$891K - $991K
|
12.9K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-71- 1.8% |
$4.92K - $5.46K
|
3.88K
$321K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.37KNew |
$164K - $182K
|
2.37K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-286- 4.56% |
$19.8K - $22K
|
5.99K
$496K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-120- 3.69% |
$8.31K - $9.24K
|
3.13K
$259K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
357+ 4.23% |
$24.7K - $27.5K
|
8.8K
$728K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-20- 0.47% |
$1.38K - $1.54K
|
4.24K
$351K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.4KNew |
$786K - $874K
|
11.4K
$940K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
980New |
$67.9K - $75.4K
|
980
$81.2K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.44K- 4.7% |
$99.8K - $111K
|
29.2K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
314+ 5.12% |
$21.7K - $24.2K
|
6.45K
$534K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-11- 0.37% |
$762 - $847
|
2.98K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.29KNew |
$228K - $253K
|
3.29K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
69KNew |
$4.78M - $5.31M
|
69K
$5.71M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
610New |
$42.2K - $46.9K
|
610
$50.5K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.99% |
$138 - $154
|
205
$17K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
22.4KNew |
$1.55M - $1.72M
|
22.4K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
3.61KNew |
$250K - $278K
|
3.61K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
398+ 4.38% |
$27.6K - $30.6K
|
9.5K
$786K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.6KNew |
$872K - $969K
|
12.6K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.6K- 94.12% |
$111K - $123K
|
100
$8.28K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$692 - $770
|
10
$828
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
21+ 45.65% |
$1.45K - $1.62K
|
67
$5.55K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$71K - $78.9K
|
1.03K
$84.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-480- 23.08% |
$33.2K - $36.9K
|
1.6K
$133K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-888- 48.9% |
$61.5K - $68.3K
|
928
$76.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
171New |
$11.8K - $13.2K
|
171
$14.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Quaero Capital S.A.
|
SELL
|
- |
-2.95K- 22.55% |
$204K - $227K
|
10.1K
$839K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 27.27% |
$1.25K - $1.39K
|
84
$6.96K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
$346 - $385
|
10
$828
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 11.54% |
$208 - $231
|
29
$2.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$729K - $811K
|
10.5K
$873K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 1.88% |
$2.08K - $2.31K
|
1.57K
$130K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-600- 85.71% |
$41.5K - $46.2K
|
100
$8.28K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
80+ 66.67% |
$5.54K - $6.16K
|
200
$16.6K
|