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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
75+ 100.0% |
$5.08K - $11.4K
|
150
$12.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
57K+ 154.05% |
$3.86M - $8.66M
|
94K
$7.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
18.7K+ 94.07% |
$1.27M - $2.84M
|
38.5K
$3.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
26+ 100.0% |
$1.76K - $3.95K
|
52
$4.31K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09K+ 100.18% |
$73.9K - $166K
|
2.18K
$181K
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
152+ 100.0% |
$10.3K - $23.1K
|
304
$25.2K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.36K+ 101.23% |
$431K - $966K
|
12.6K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
9+ 100.0% |
$610 - $1.37K
|
18
$1.49K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.22K - $2.74K
|
18
$1.49K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
706+ 48.36% |
$47.8K - $107K
|
2.17K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.53KNew |
$104K - $233K
|
1.53K
$127K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69+ 100.0% |
$4.68K - $10.5K
|
138
$11.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.88K+ 113.11% |
$127K - $286K
|
3.54K
$294K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.2KNew |
$759K - $1.7M
|
11.2K
$928K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.69K+ 100.0% |
$114K - $256K
|
3.37K
$279K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.01K+ 100.0% |
$136K - $305K
|
4.02K
$333K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 100.0% |
$1.69K - $3.8K
|
50
$4.14K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.65K+ 100.0% |
$112K - $251K
|
3.3K
$273K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
33+ 100.0% |
$2.24K - $5.01K
|
66
$5.47K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
10.5K+ 100.0% |
$712K - $1.6M
|
21K
$1.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
188+ 100.0% |
$12.7K - $28.6K
|
376
$31.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$3.39K - $7.6K
|
50
$4.14K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
76+ 100.0% |
$5.15K - $11.5K
|
152
$12.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
18New |
$1.22K - $2.74K
|
18
$1.49K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.16K+ 1486.21% |
$146K - $327K
|
2.3K
$190K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
505+ 100.0% |
$34.2K - $76.7K
|
1.01K
$83.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
2.8K+ 100.0% |
$190K - $425K
|
5.6K
$464K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 117.89% |
$174K - $391K
|
4.75K
$393K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.21KNew |
$217K - $487K
|
3.21K
$266K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
6.02K+ 100.0% |
$408K - $915K
|
12K
$997K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
190+ 100.0% |
$12.9K - $28.9K
|
380
$31.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
4.8K+ 100.0% |
$325K - $729K
|
9.6K
$795K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16KNew |
$350K - $784K
|
5.16K
$427K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$1.22K - $2.74K
|
18
$1.49K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
100+ 34.72% |
$6.78K - $15.2K
|
388
$32.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
249+ 100.0% |
$16.9K - $37.8K
|
498
$41.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
32+ 34.04% |
$2.17K - $4.86K
|
126
$10.4K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
350+ 38.89% |
$23.7K - $53.2K
|
1.25K
$104K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
99+ 100.0% |
$6.71K - $15K
|
198
$16.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
150New |
$10.2K - $22.8K
|
150
$12.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
547+ 21.99% |
$37.1K - $83.1K
|
3.03K
$251K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 52.4% |
$110K - $247K
|
4.73K
$391K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
65+ 100.0% |
$4.41K - $9.88K
|
130
$10.8K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.63K+ 19.44% |
$234K - $258K
|
10K
$831K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 66.67% |
$6.32K - $6.95K
|
22
$1.82K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-902Closed |
$129K - $143K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.7K- 86.0% |
$2.82M - $3.11M
|
3.2K
$265K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.33KNew |
$908K - $999K
|
6.33K
$524K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$1.44K - $1.58K
|
10
$828
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
70New |
$10K - $11.1K
|
70
$5.8K
|
|