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 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
462+ 3.47% |
$64.5K - $74.9K
|
13.8K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.66KNew |
$511K - $593K
|
3.66K
$303K
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.41K- 42.21% |
$196K - $228K
|
1.93K
$159K
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
473+ 23.5% |
$66.1K - $76.6K
|
2.49K
$206K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
78.9K+ 14.76% |
$11M - $12.8M
|
614K
$50.8M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
75New |
$10.5K - $12.2K
|
75
$6.21K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-697- 32.22% |
$97.4K - $113K
|
1.47K
$121K
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-994- 40.46% |
$139K - $161K
|
1.46K
$121K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
318+ 16.81% |
$44.4K - $51.5K
|
2.21K
$183K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$838 - $972
|
6
$497
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.36KNew |
$190K - $221K
|
1.36K
$113K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-241- 7.96% |
$33.7K - $39K
|
2.79K
$231K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-700- 33.65% |
$97.8K - $113K
|
1.38K
$114K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-184- 27.02% |
$25.7K - $29.8K
|
497
$41.2K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5- 1.37% |
$698 - $810
|
361
$29.9K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49New |
$6.84K - $7.94K
|
49
$4.06K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$140 - $162
|
1
$82.8
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-14- 0.61% |
$1.96K - $2.27K
|
2.3K
$190K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$1.68K - $1.94K
|
12
$994
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-20- 48.78% |
$2.79K - $3.24K
|
21
$1.74K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 1.03% |
$2.1K - $2.43K
|
1.45K
$120K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-175- 5.55% |
$24.4K - $28.4K
|
2.98K
$247K
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.83KNew |
$255K - $296K
|
1.83K
$151K
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
498+ 22.87% |
$69.6K - $80.7K
|
2.68K
$222K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$2.93K - $3.4K
|
21
$1.74K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
127KNew |
$17.8M - $20.7M
|
127K
$10.6M
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 14.34% |
$5.59K - $6.48K
|
239
$19.8K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.34KNew |
$186K - $216K
|
1.34K
$111K
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-11.5K- 9.8% |
$1.61M - $1.86M
|
106K
$8.77M
|
|
Q4 2022 | |||||||
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.62KNew |
$367K - $439K
|
2.62K
$217K
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.37KNew |
$191K - $229K
|
1.37K
$113K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-497- 3.31% |
$69.5K - $83.1K
|
14.5K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.78KNew |
$249K - $298K
|
1.78K
$148K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 4.67% |
$80.8K - $96.7K
|
11.8K
$978K
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-8.09K- 75.74% |
$1.13M - $1.35M
|
2.59K
$215K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
84New |
$11.7K - $14.1K
|
84
$6.96K
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.32KNew |
$185K - $221K
|
1.32K
$110K
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-22.7K- 72.15% |
$3.17M - $3.79M
|
8.76K
$725K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
172+ 0.77% |
$24K - $28.8K
|
22.6K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-20.1K- 66.55% |
$2.81M - $3.36M
|
10.1K
$837K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.86MNew |
$400M - $478M
|
2.86M
$237M
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.86KNew |
$819K - $980K
|
5.86K
$485K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
22.6KNew |
$3.15M - $3.77M
|
22.6K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$41.9K - $50.2K
|
300
$24.8K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.51KNew |
$212K - $253K
|
1.51K
$125K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$2.79K - $3.35K
|
20
$1.66K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.89KNew |
$963K - $1.15M
|
6.89K
$571K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-22.1KClosed |
$3.09M - $3.7M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.74K+ 2.23% |
$1.36M - $1.63M
|
447K
$37M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.21KNew |
$727K - $871K
|
5.21K
$431K
|