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 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-1.23KClosed |
$172K - $213K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.88KClosed |
$262K - $324K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-3.8K- 49.35% |
$530K - $656K
|
3.9K
$323K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
516New |
$72K - $89.1K
|
516
$42.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$139 - $173
|
3.62K
$300K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.54KClosed |
$215K - $266K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.09KClosed |
$291K - $360K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.48KNew |
$207K - $256K
|
1.48K
$123K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
701New |
$97.8K - $121K
|
701
$58.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.33KClosed |
$186K - $230K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Pacific Wealth Management
|
SELL
|
- |
-1.22KClosed |
$170K - $211K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-50- 5.53% |
$6.97K - $8.63K
|
854
$70.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
64New |
$8.93K - $11.1K
|
64
$5.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-108Closed |
$15.1K - $18.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
9.69KNew |
$1.35M - $1.67M
|
9.69K
$803K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-5.1KClosed |
$711K - $881K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
159+ 12.17% |
$22.2K - $27.5K
|
1.47K
$121K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
10+ 0.3% |
$1.39K - $1.73K
|
3.39K
$281K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.26KClosed |
$176K - $218K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-142Closed |
$19.8K - $24.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-7Closed |
$976 - $1.21K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-100Closed |
$13.9K - $17.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$27.9K - $34.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
274New |
$38.2K - $47.3K
|
274
$22.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.66K- 71.9% |
$511K - $632K
|
1.43K
$119K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$153K - $189K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
394+ 16.2% |
$55K - $68K
|
2.83K
$234K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11.7KClosed |
$1.53M - $1.96M
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 77.19% |
$11.6K - $14.8K
|
26
$2.15K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.25KNew |
$165K - $210K
|
1.25K
$104K
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.19KClosed |
$419K - $536K
|
0
$0
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
1.51KNew |
$198K - $253K
|
1.51K
$125K
|
|
|
May 24, 2022
Q1 2022
|
Chelsea Counsel CO
|
BUY
|
- |
1.5KNew |
$198K - $253K
|
1.5K
$124K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8New |
$1.05K - $1.34K
|
8
$663
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-5.98KClosed |
$787K - $1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83.7KNew |
$11M - $14.1M
|
83.7K
$6.93M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-20KClosed |
$2.63M - $3.36M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
139K+ 44.53% |
$18.2M - $23.3M
|
450K
$37.2M
|
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.41KClosed |
$1.11M - $1.41M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-451Closed |
$59.4K - $75.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-180- 31.52% |
$23.7K - $30.3K
|
391
$32.4K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-293Closed |
$38.6K - $49.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.79KClosed |
$762K - $973K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-6.26KClosed |
$824K - $1.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
100KNew |
$13.2M - $16.8M
|
100K
$8.28M
|
|
|
May 16, 2022
Q1 2022
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-147KClosed |
$19.3M - $24.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
4New |
$527 - $672
|
4
$331
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
300New |
$39.5K - $50.4K
|
300
$24.8K
|
|
|
May 13, 2022
Q1 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-337KClosed |
$44.3M - $56.6M
|
0
$0
|
|