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 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
194+ 100.0% |
$13.1K - $29.5K
|
388
$32.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.25K+ 100.0% |
$152K - $342K
|
4.5K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
168+ 100.0% |
$11.4K - $25.5K
|
336
$27.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77+ 101.32% |
$5.22K - $11.7K
|
153
$12.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
195+ 100.0% |
$13.2K - $29.6K
|
390
$32.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 100.0% |
$203 - $456
|
6
$497
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.35K+ 100.0% |
$91.5K - $205K
|
2.7K
$224K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1K+ 100.0% |
$67.8K - $152K
|
2K
$166K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
98+ 74.24% |
$6.64K - $14.9K
|
230
$19K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.53KNew |
$103K - $232K
|
1.53K
$126K
|
|
|
Nov 08, 2023
Q3 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
46K+ 100.0% |
$3.12M - $6.99M
|
92K
$7.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
925+ 100.0% |
$62.7K - $141K
|
1.85K
$153K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.61KNew |
$244K - $548K
|
3.61K
$299K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.19KNew |
$216K - $485K
|
3.19K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.8KNew |
$258K - $577K
|
3.8K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-2.97K- 47.36% |
$201K - $452K
|
3.3K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.75K+ 100.0% |
$119K - $266K
|
3.5K
$290K
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$298K - $669K
|
8.8K
$729K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 100.0% |
$136 - $304
|
4
$331
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
12K+ 100.0% |
$812K - $1.82M
|
24K
$1.99M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46.4K+ 65.44% |
$3.14M - $7.05M
|
117K
$9.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-19.9K- 79.64% |
$1.35M - $3.03M
|
5.1K
$422K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26New |
$1.76K - $3.95K
|
26
$2.15K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
147+ 100.0% |
$9.96K - $22.3K
|
294
$24.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
BUY
|
- |
900+ 100.0% |
$61K - $137K
|
1.8K
$149K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
8+ 100.0% |
$542 - $1.22K
|
16
$1.33K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.67K+ 99.96% |
$181K - $406K
|
5.35K
$443K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.47K+ 102.59% |
$99.3K - $223K
|
2.89K
$240K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.17K+ 100.0% |
$350K - $785K
|
10.3K
$856K
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
14.5K+ 100.0% |
$983K - $2.2M
|
29K
$2.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
BUY
|
- |
3K+ 100.0% |
$203K - $456K
|
6K
$497K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.2K+ 100.05% |
$285K - $639K
|
8.41K
$696K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.1K+ 79.17% |
$753K - $1.69M
|
25.2K
$2.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109+ 218.0% |
$7.39K - $16.6K
|
159
$13.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
91+ 100.0% |
$6.17K - $13.8K
|
182
$15.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6.16K+ 100.03% |
$418K - $936K
|
12.3K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.36KNew |
$295K - $662K
|
4.36K
$361K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16New |
$1.08K - $2.43K
|
16
$1.33K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.69K+ 95.6% |
$115K - $257K
|
3.47K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
330+ 100.0% |
$22.4K - $50.1K
|
660
$54.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
691+ 100.0% |
$46.8K - $105K
|
1.38K
$114K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
300+ 100.0% |
$20.3K - $45.6K
|
600
$49.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.87KNew |
$330K - $741K
|
4.87K
$404K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
585+ 100.0% |
$39.6K - $88.9K
|
1.17K
$96.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.1K+ 100.0% |
$413K - $927K
|
12.2K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 100.0% |
$109K - $245K
|
3.23K
$268K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
120+ 100.0% |
$8.13K - $18.2K
|
240
$19.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
252New |
$17.1K - $38.3K
|
252
$20.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$542 - $1.22K
|
8
$663
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
167+ 100.0% |
$11.3K - $25.4K
|
334
$27.7K
|