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 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.1K- 39.62% |
$157K - $176K
|
3.2K
$298K
|
|
|
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
$6.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.7KNew |
$277K - $311K
|
3.7K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$79.1K - $88.7K
|
1.06K
$98.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
2.89KNew |
$216K - $243K
|
2.89K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
521+ 14.66% |
$39.1K - $43.8K
|
4.07K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
24+ 0.4% |
$1.8K - $2.02K
|
6.02K
$561K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.54KNew |
$190K - $213K
|
2.54K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.1KNew |
$232K - $260K
|
3.1K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.49KNew |
$187K - $209K
|
2.49K
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
158KNew |
$11.8M - $13.2M
|
158K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
39New |
$2.92K - $3.28K
|
39
$3.63K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 4.41% |
$3.75K - $4.2K
|
1.08K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
355New |
$26.6K - $29.8K
|
355
$33.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
515+ 15.27% |
$38.6K - $43.3K
|
3.89K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.03KNew |
$77.5K - $86.9K
|
1.03K
$96.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
523New |
$39.2K - $44K
|
523
$48.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
135New |
$10.1K - $11.3K
|
135
$12.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
472+ 4.83% |
$35.4K - $39.7K
|
10.3K
$955K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.5KNew |
$337K - $378K
|
4.5K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$600 - $672
|
8
$745
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
32.1KNew |
$2.41M - $2.7M
|
32.1K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-183- 11.37% |
$13.7K - $15.4K
|
1.43K
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-77- 13.73% |
$5.77K - $6.47K
|
484
$45.1K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.6KNew |
$195K - $218K
|
2.6K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 40.0% |
$600 - $672
|
28
$2.61K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
7.82K+ 38.19% |
$586K - $657K
|
28.3K
$2.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47.9KNew |
$3.59M - $4.03M
|
47.9K
$4.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.18% |
$450 - $504
|
3.41K
$318K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-350- 0.5% |
$26.2K - $29.4K
|
69.8K
$6.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.88KNew |
$141K - $158K
|
1.88K
$175K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.56KNew |
$117K - $131K
|
1.56K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.5K+ 4.53% |
$4.01M - $4.5M
|
1.23M
$115M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.14K+ 8.94% |
$535K - $600K
|
87K
$8.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.32K- 34.67% |
$99.1K - $111K
|
2.49K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-154- 85.56% |
$11.5K - $12.9K
|
26
$2.42K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
337+ 53.15% |
$25.3K - $28.3K
|
971
$90.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$75 - $84
|
1
$93.2
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
265+ 4.58% |
$19.9K - $22.3K
|
6.05K
$564K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
540New |
$40.5K - $45.4K
|
540
$50.3K
|
|
| Q2 2024 | |||||||
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
30.7K+ 33.93% |
$2.04M - $2.41M
|
121K
$11.3M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.1K- 45.83% |
$73.1K - $86.2K
|
1.3K
$121K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.87KNew |
$456K - $538K
|
6.87K
$640K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$99.6K - $118K
|
1.5K
$140K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-1- 0.07% |
$66.4 - $78.4
|
1.42K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.51KNew |
$565K - $667K
|
8.51K
$793K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-176- 5.88% |
$11.7K - $13.8K
|
2.82K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.67K+ 124.27% |
$377K - $445K
|
10.2K
$954K
|
|