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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-210- 5.17% |
$15.7K - $17.6K
|
3.85K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-200- 1.82% |
$15K - $16.8K
|
10.8K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-3.14K- 46.43% |
$236K - $264K
|
3.63K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9New |
$675 - $756
|
9
$651
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.52KNew |
$189K - $212K
|
2.52K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
7.49KNew |
$562K - $630K
|
7.49K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
2.2K+ 24.18% |
$165K - $185K
|
11.3K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.7K+ 11.0% |
$502K - $563K
|
67.6K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-47K- 61.22% |
$3.52M - $3.95M
|
29.8K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.6K+ 8.82% |
$120K - $134K
|
19.7K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$768K - $861K
|
10.2K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
5.94KNew |
$445K - $499K
|
5.94K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
82+ 4.68% |
$6.15K - $6.89K
|
1.84K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 45.45% |
$1.12K - $1.26K
|
48
$3.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-9.33K- 12.56% |
$699K - $784K
|
64.9K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.43KNew |
$182K - $204K
|
2.43K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
34.1KNew |
$2.55M - $2.86M
|
34.1K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
38.8KNew |
$2.91M - $3.26M
|
38.8K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.64KNew |
$273K - $306K
|
3.64K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-15.2K- 99.86% |
$1.14M - $1.27M
|
22
$1.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 1.08% |
$450 - $504
|
559
$40.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 1.33% |
$6K - $6.72K
|
6.11K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.1K- 39.62% |
$157K - $176K
|
3.2K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.33KNew |
$249K - $280K
|
3.33K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.57KNew |
$417K - $468K
|
5.57K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
50.8K+ 321.61% |
$3.81M - $4.27M
|
66.6K
$4.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.7KNew |
$277K - $311K
|
3.7K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$79.1K - $88.7K
|
1.06K
$76.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
2.89KNew |
$216K - $243K
|
2.89K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
521+ 14.66% |
$39.1K - $43.8K
|
4.07K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
24+ 0.4% |
$1.8K - $2.02K
|
6.02K
$435K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.22K- 11.07% |
$392K - $439K
|
42K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 26.59% |
$5.32K - $5.97K
|
338
$24.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
972New |
$72.9K - $81.7K
|
972
$70.3K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.54KNew |
$190K - $213K
|
2.54K
$184K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.1KNew |
$232K - $260K
|
3.1K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.49KNew |
$187K - $209K
|
2.49K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500+ 19.16% |
$37.5K - $42K
|
3.11K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
158KNew |
$11.8M - $13.2M
|
158K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
39New |
$2.92K - $3.28K
|
39
$2.82K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 4.41% |
$3.75K - $4.2K
|
1.08K
$78.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-251- 43.8% |
$18.8K - $21.1K
|
322
$23.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
86+ 15.5% |
$6.45K - $7.23K
|
641
$46.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
355New |
$26.6K - $29.8K
|
355
$25.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
515+ 15.27% |
$38.6K - $43.3K
|
3.89K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.03KNew |
$77.5K - $86.9K
|
1.03K
$74.8K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.74K+ 1.24% |
$205K - $230K
|
223K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-58- 44.62% |
$4.35K - $4.87K
|
72
$5.21K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
523New |
$39.2K - $44K
|
523
$37.8K
|