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 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-801- 53.87% |
$112K - $134K
|
686
$56.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-4.14K- 46.51% |
$578K - $692K
|
4.76K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
746New |
$104K - $125K
|
746
$61.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
700New |
$97.8K - $117K
|
700
$58K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-30- 11.54% |
$4.19K - $5.02K
|
230
$19K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64New |
$8.94K - $10.7K
|
64
$5.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100New |
$14K - $16.7K
|
100
$8.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.81KNew |
$393K - $471K
|
2.81K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.37KNew |
$331K - $396K
|
2.37K
$196K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.06KNew |
$149K - $178K
|
1.06K
$88K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
36+ 0.45% |
$5.03K - $6.02K
|
7.98K
$661K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-63- 68.48% |
$8.8K - $10.5K
|
29
$2.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.25K- 82.59% |
$174K - $209K
|
263
$21.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4- 0.14% |
$559 - $669
|
2.85K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-324- 1.98% |
$45.3K - $54.2K
|
16K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8New |
$1.12K - $1.34K
|
8
$663
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.52KNew |
$1.33M - $1.59M
|
9.52K
$788K
|
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
105KNew |
$14.6M - $17.5M
|
105K
$8.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-127- 7.51% |
$17.7K - $21.2K
|
1.56K
$130K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
471+ 29.44% |
$65.8K - $78.8K
|
2.07K
$172K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$241K - $289K
|
1.73K
$143K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
744+ 4.08% |
$104K - $124K
|
19K
$1.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-13- 0.07% |
$1.82K - $2.17K
|
17.8K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11New |
$1.54K - $1.84K
|
11
$911
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.9K- 90.72% |
$964K - $1.15M
|
706
$58.5K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
339+ 5.27% |
$47.4K - $56.7K
|
6.77K
$561K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
300New |
$41.9K - $50.2K
|
300
$24.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$559 - $669
|
1.5K
$124K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-12- 1.55% |
$1.68K - $2.01K
|
763
$63.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.13KNew |
$158K - $189K
|
1.13K
$93.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.32KNew |
$184K - $220K
|
1.32K
$109K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.09KNew |
$152K - $183K
|
1.09K
$90.4K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-12- 1.55% |
$1.68K - $2.01K
|
763
$63.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
114K+ 11.24% |
$15.9M - $19M
|
1.12M
$93.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.39KNew |
$195K - $233K
|
1.39K
$115K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
178+ 12.23% |
$24.9K - $29.8K
|
1.63K
$135K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
609New |
$85.1K - $102K
|
609
$50.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
138New |
$19.3K - $23.1K
|
138
$11.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$2.1K - $2.51K
|
15
$1.24K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-700- 31.46% |
$97.8K - $117K
|
1.53K
$126K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
14New |
$1.96K - $2.34K
|
14
$1.16K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
76New |
$10.6K - $12.7K
|
76
$6.29K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
56New |
$7.83K - $9.37K
|
56
$4.64K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-54- 4.55% |
$7.55K - $9.03K
|
1.13K
$93.8K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.38KClosed |
$181K - $1.3M
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-853Closed |
$20.9K - $150K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.43K- 5.43% |
$34.9K - $251K
|
24.9K
$2.06M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
75+ 5.38% |
$1.84K - $13.2K
|
1.47K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-43- 8.45% |
$1.05K - $7.55K
|
466
$38.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
145KNew |
$3.55M - $25.5M
|
145K
$12M
|
|