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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.23KNew |
$1.18M - $1.3M
|
8.23K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.78KNew |
$1.12M - $1.23M
|
7.78K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
211New |
$30.3K - $33.3K
|
211
$17.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-207- 33.44% |
$29.7K - $32.7K
|
412
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 21.05% |
$1.15K - $1.26K
|
46
$3.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.67KNew |
$526K - $580K
|
3.67K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.14KNew |
$881K - $970K
|
6.14K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
113KNew |
$16.2M - $17.9M
|
113K
$9.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.72KNew |
$247K - $272K
|
1.72K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
499+ 12.41% |
$71.6K - $78.8K
|
4.52K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
56.7KNew |
$8.14M - $8.96M
|
56.7K
$4.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.91KNew |
$991K - $1.09M
|
6.91K
$572K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-98- 0.65% |
$14.1K - $15.5K
|
15K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.7K+ 96.29% |
$388K - $427K
|
5.51K
$456K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-395- 7.13% |
$56.7K - $62.4K
|
5.14K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-182- 1.25% |
$26.1K - $28.8K
|
14.4K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 7.06% |
$3.12M - $3.43M
|
329K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-249- 13.8% |
$35.7K - $39.3K
|
1.56K
$129K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.64KNew |
$236K - $259K
|
1.64K
$136K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
73K+ 2.56% |
$10.5M - $11.5M
|
2.92M
$242M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-55- 38.19% |
$7.89K - $8.69K
|
89
$7.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
37.7KNew |
$5.41M - $5.96M
|
37.7K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
47+ 0.58% |
$6.75K - $7.43K
|
8.2K
$679K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
95+ 4.72% |
$13.6K - $15K
|
2.11K
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
15New |
$2.15K - $2.37K
|
15
$1.24K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
123+ 3.04% |
$17.7K - $19.4K
|
4.17K
$345K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.43% |
$3.01K - $3.32K
|
842
$69.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-138- 5.86% |
$19.8K - $21.8K
|
2.22K
$184K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-57- 30.16% |
$8.18K - $9.01K
|
132
$10.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
28.9KNew |
$4.15M - $4.57M
|
28.9K
$2.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.56KNew |
$367K - $404K
|
2.56K
$212K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-17- 62.96% |
$2.44K - $2.69K
|
10
$828
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
5.29KNew |
$759K - $835K
|
5.29K
$438K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 66.67% |
$2.3K - $2.53K
|
8
$663
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.33KNew |
$335K - $368K
|
2.33K
$193K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
88+ 4.28% |
$12.6K - $13.9K
|
2.15K
$178K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$144 - $158
|
1
$82.8
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
315New |
$45.2K - $49.8K
|
315
$26.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$144 - $158
|
615
$50.9K
|
|
| Q1 2023 | |||||||
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366- 18.39% |
$51.1K - $59.3K
|
1.62K
$134K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-49.5K- 43.19% |
$6.91M - $8.02M
|
65.1K
$5.39M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 2.24% |
$4.19K - $4.86K
|
1.37K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14New |
$1.96K - $2.27K
|
14
$1.16K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.73K- 1.3% |
$241K - $280K
|
131K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.76KNew |
$245K - $285K
|
1.76K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$346K - $402K
|
2.48K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.79KNew |
$390K - $452K
|
2.79K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
900New |
$126K - $146K
|
900
$74.5K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-15K- 50.0% |
$2.1M - $2.43M
|
15K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
543New |
$75.9K - $88K
|
543
$45K
|
|