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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
100New |
$6.53K - $7.65K
|
100
$7.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.68K- 59.72% |
$567K - $664K
|
5.86K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
7.54KNew |
$492K - $577K
|
7.54K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$106K - $124K
|
1.63K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
41+ 2.54% |
$2.68K - $3.14K
|
1.66K
$123K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1- 50.0% |
$65.3 - $76.5
|
1
$74.5
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68New |
$4.44K - $5.2K
|
68
$5.07K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
76New |
$4.96K - $5.81K
|
76
$5.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
92+ 1533.33% |
$6K - $7.04K
|
98
$7.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-423- 12.23% |
$27.6K - $32.4K
|
3.04K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 18.75% |
$1.17K - $1.38K
|
78
$5.81K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-154K- 67.03% |
$10M - $11.7M
|
75.5K
$5.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.8KNew |
$183K - $214K
|
2.8K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
39.5KNew |
$2.58M - $3.02M
|
39.5K
$2.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$392 - $459
|
6
$447
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
118New |
$7.7K - $9.03K
|
118
$8.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
48New |
$3.13K - $3.67K
|
48
$3.58K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.48K- 13.27% |
$96.8K - $113K
|
9.69K
$722K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75New |
$4.9K - $5.74K
|
75
$5.59K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.05K+ 38.46% |
$199K - $233K
|
11K
$817K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-377- 3.76% |
$24.6K - $28.8K
|
9.65K
$719K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-40- 1.32% |
$2.61K - $3.06K
|
2.99K
$223K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
373New |
$24.3K - $28.5K
|
373
$27.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21New |
$1.37K - $1.61K
|
21
$1.56K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.1% |
$326 - $382
|
4.77K
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
35New |
$2.28K - $2.68K
|
35
$2.61K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 1.67% |
$65.3 - $76.5
|
61
$4.54K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
50New |
$3.26K - $3.82K
|
50
$3.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
5.5K+ 1375.0% |
$359K - $421K
|
5.9K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
79New |
$5.16K - $6.04K
|
79
$5.88K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-75- 39.27% |
$4.9K - $5.74K
|
116
$8.64K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-144- 4.12% |
$9.4K - $11K
|
3.35K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-439- 9.62% |
$28.7K - $33.6K
|
4.12K
$307K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.07K- 27.28% |
$70K - $82K
|
2.86K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
600New |
$39.2K - $45.9K
|
600
$44.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-218- 6.52% |
$14.2K - $16.7K
|
3.13K
$233K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-276- 40.71% |
$18K - $21.1K
|
402
$29.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.88K- 42.57% |
$188K - $220K
|
3.88K
$289K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-325- 7.44% |
$21.2K - $24.9K
|
4.05K
$301K
|
|
| Q3 2023 | |||||||
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-12.9K- 61.6% |
$874K - $1.96M
|
8.04K
$599K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
800New |
$54.2K - $122K
|
800
$59.6K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11.1K+ 714.48% |
$749K - $1.68M
|
12.6K
$939K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
29+ 100.0% |
$1.97K - $4.41K
|
58
$4.32K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
389+ 46.36% |
$26.4K - $59.1K
|
1.23K
$91.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
400+ 53.48% |
$27.1K - $60.8K
|
1.15K
$85.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
818+ 100.0% |
$55.4K - $124K
|
1.64K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
18.5K+ 100.57% |
$1.25M - $2.81M
|
36.9K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
25.1K+ 100.0% |
$1.7M - $3.82M
|
50.3K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-63.7K- 59.07% |
$4.32M - $9.68M
|
44.2K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
27.8K+ 67.13% |
$1.88M - $4.22M
|
69.1K
$5.15M
|
|