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 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
357+ 4.23% |
$24.7K - $27.5K
|
8.8K
$636K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-20- 0.47% |
$1.38K - $1.54K
|
4.24K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11.4KNew |
$786K - $874K
|
11.4K
$821K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
980New |
$67.9K - $75.4K
|
980
$70.9K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.44K- 4.7% |
$99.8K - $111K
|
29.2K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
314+ 5.12% |
$21.7K - $24.2K
|
6.45K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-11- 0.37% |
$762 - $847
|
2.98K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.29KNew |
$228K - $253K
|
3.29K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
69KNew |
$4.78M - $5.31M
|
69K
$4.99M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
610New |
$42.2K - $46.9K
|
610
$44.1K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.99% |
$138 - $154
|
205
$14.8K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
22.4KNew |
$1.55M - $1.72M
|
22.4K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
3.61KNew |
$250K - $278K
|
3.61K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
398+ 4.38% |
$27.6K - $30.6K
|
9.5K
$687K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.6K- 94.12% |
$111K - $123K
|
100
$7.23K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$692 - $770
|
10
$723
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
21+ 45.65% |
$1.45K - $1.62K
|
67
$4.84K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$71K - $78.9K
|
1.03K
$74.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-480- 23.08% |
$33.2K - $36.9K
|
1.6K
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-888- 48.9% |
$61.5K - $68.3K
|
928
$67.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
171New |
$11.8K - $13.2K
|
171
$12.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 27.27% |
$1.25K - $1.39K
|
84
$6.07K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 1.88% |
$2.08K - $2.31K
|
1.57K
$113K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-600- 85.71% |
$41.5K - $46.2K
|
100
$7.23K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
87New |
$6.02K - $6.7K
|
87
$6.29K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 100.0% |
$277 - $308
|
8
$578
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
222New |
$15.4K - $17.1K
|
222
$16.1K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45KNew |
$100K - $112K
|
1.45K
$105K
|
|
| Q4 2023 | |||||||
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.72KNew |
$308K - $361K
|
4.72K
$341K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4KNew |
$261K - $306K
|
4K
$289K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
15.3KNew |
$999K - $1.17M
|
15.3K
$1.11M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$145K - $170K
|
2.22K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-4.27K- 43.57% |
$279K - $327K
|
5.53K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-28- 0.61% |
$1.83K - $2.14K
|
4.58K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25+ 33.33% |
$1.63K - $1.91K
|
100
$7.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
117K+ 126.37% |
$7.65M - $8.97M
|
210K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
11.4KNew |
$744K - $872K
|
11.4K
$824K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
77.8KNew |
$5.08M - $5.95M
|
77.8K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.5KNew |
$228K - $268K
|
3.5K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.41KNew |
$288K - $337K
|
4.41K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
36.1KNew |
$2.36M - $2.76M
|
36.1K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
17.3KNew |
$1.13M - $1.32M
|
17.3K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.77KNew |
$181K - $212K
|
2.77K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-23.8K- 30.12% |
$1.55M - $1.82M
|
55.1K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-5.9K- 5.47% |
$385K - $451K
|
102K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$163K - $191K
|
2.5K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-1.3K- 52.0% |
$84.9K - $99.4K
|
1.2K
$86.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
8+ 0.84% |
$522 - $612
|
965
$69.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
76New |
$4.96K - $5.81K
|
76
$5.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
78New |
$5.09K - $5.97K
|
78
$5.64K
|
|