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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
706+ 48.36% |
$47.8K - $107K
|
2.17K
$157K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.53KNew |
$104K - $233K
|
1.53K
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69+ 100.0% |
$4.68K - $10.5K
|
138
$9.98K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.88K+ 113.11% |
$127K - $286K
|
3.54K
$256K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.2KNew |
$759K - $1.7M
|
11.2K
$810K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.69K+ 100.0% |
$114K - $256K
|
3.37K
$244K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.01K+ 100.0% |
$136K - $305K
|
4.02K
$291K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 100.0% |
$1.69K - $3.8K
|
50
$3.62K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.65K+ 100.0% |
$112K - $251K
|
3.3K
$239K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
33+ 100.0% |
$2.24K - $5.01K
|
66
$4.77K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
10.5K+ 100.0% |
$712K - $1.6M
|
21K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
188+ 100.0% |
$12.7K - $28.6K
|
376
$27.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$3.39K - $7.6K
|
50
$3.62K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
76+ 100.0% |
$5.15K - $11.5K
|
152
$11K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
18New |
$1.22K - $2.74K
|
18
$1.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
505+ 100.0% |
$34.2K - $76.7K
|
1.01K
$73K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
2.8K+ 100.0% |
$190K - $425K
|
5.6K
$405K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 117.89% |
$174K - $391K
|
4.75K
$343K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.21KNew |
$217K - $487K
|
3.21K
$232K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
6.02K+ 100.0% |
$408K - $915K
|
12K
$871K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
190+ 100.0% |
$12.9K - $28.9K
|
380
$27.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
4.8K+ 100.0% |
$325K - $729K
|
9.6K
$694K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16KNew |
$350K - $784K
|
5.16K
$373K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
100+ 34.72% |
$6.78K - $15.2K
|
388
$28.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
32+ 34.04% |
$2.17K - $4.86K
|
126
$9.11K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
350+ 38.89% |
$23.7K - $53.2K
|
1.25K
$90.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
99+ 100.0% |
$6.71K - $15K
|
198
$14.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
150New |
$10.2K - $22.8K
|
150
$10.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
547+ 21.99% |
$37.1K - $83.1K
|
3.03K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 52.4% |
$110K - $247K
|
4.73K
$342K
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-902Closed |
$129K - $143K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.7K- 86.0% |
$2.82M - $3.11M
|
3.2K
$232K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.33KNew |
$908K - $999K
|
6.33K
$457K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$1.44K - $1.58K
|
10
$723
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
70New |
$10K - $11.1K
|
70
$5.06K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.23KNew |
$1.18M - $1.3M
|
8.23K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.78KNew |
$1.12M - $1.23M
|
7.78K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
211New |
$30.3K - $33.3K
|
211
$15.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-207- 33.44% |
$29.7K - $32.7K
|
412
$29.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 21.05% |
$1.15K - $1.26K
|
46
$3.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.14KNew |
$881K - $970K
|
6.14K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
113KNew |
$16.2M - $17.9M
|
113K
$8.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.72KNew |
$247K - $272K
|
1.72K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
499+ 12.41% |
$71.6K - $78.8K
|
4.52K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
56.7KNew |
$8.14M - $8.96M
|
56.7K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.91KNew |
$991K - $1.09M
|
6.91K
$499K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-98- 0.65% |
$14.1K - $15.5K
|
15K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.7K+ 96.29% |
$388K - $427K
|
5.51K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-182- 1.25% |
$26.1K - $28.8K
|
14.4K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 7.06% |
$3.12M - $3.43M
|
329K
$23.8M
|
|