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 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-14- 0.61% |
$1.96K - $2.27K
|
2.3K
$166K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$1.68K - $1.94K
|
12
$868
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-20- 48.78% |
$2.79K - $3.24K
|
21
$1.52K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 1.03% |
$2.1K - $2.43K
|
1.45K
$104K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-175- 5.55% |
$24.4K - $28.4K
|
2.98K
$215K
|
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.83KNew |
$255K - $296K
|
1.83K
$132K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
498+ 22.87% |
$69.6K - $80.7K
|
2.68K
$194K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$2.93K - $3.4K
|
21
$1.52K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 14.34% |
$5.59K - $6.48K
|
239
$17.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.34KNew |
$186K - $216K
|
1.34K
$96.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-11.5K- 9.8% |
$1.61M - $1.86M
|
106K
$7.66M
|
|
| Q4 2022 | |||||||
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.62KNew |
$367K - $439K
|
2.62K
$190K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.37KNew |
$191K - $229K
|
1.37K
$99.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-497- 3.31% |
$69.5K - $83.1K
|
14.5K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.78KNew |
$249K - $298K
|
1.78K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 4.67% |
$80.8K - $96.7K
|
11.8K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-8.09K- 75.74% |
$1.13M - $1.35M
|
2.59K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
84New |
$11.7K - $14.1K
|
84
$6.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-22.7K- 72.15% |
$3.17M - $3.79M
|
8.76K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.86MNew |
$400M - $478M
|
2.86M
$207M
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.86KNew |
$819K - $980K
|
5.86K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
22.6KNew |
$3.15M - $3.77M
|
22.6K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$41.9K - $50.2K
|
300
$21.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.51KNew |
$212K - $253K
|
1.51K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$2.79K - $3.35K
|
20
$1.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.89KNew |
$963K - $1.15M
|
6.89K
$498K
|
|
|
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
$32.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.21KNew |
$727K - $871K
|
5.21K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-801- 53.87% |
$112K - $134K
|
686
$49.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-4.14K- 46.51% |
$578K - $692K
|
4.76K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
746New |
$104K - $125K
|
746
$53.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
700New |
$97.8K - $117K
|
700
$50.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-30- 11.54% |
$4.19K - $5.02K
|
230
$16.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64New |
$8.94K - $10.7K
|
64
$4.63K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100New |
$14K - $16.7K
|
100
$7.23K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.37KNew |
$331K - $396K
|
2.37K
$171K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.06KNew |
$149K - $178K
|
1.06K
$76.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
36+ 0.45% |
$5.03K - $6.02K
|
7.98K
$577K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.25K- 82.59% |
$174K - $209K
|
263
$19K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4- 0.14% |
$559 - $669
|
2.85K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-324- 1.98% |
$45.3K - $54.2K
|
16K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8New |
$1.12K - $1.34K
|
8
$578
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.52KNew |
$1.33M - $1.59M
|
9.52K
$688K
|
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
105KNew |
$14.6M - $17.5M
|
105K
$7.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-127- 7.51% |
$17.7K - $21.2K
|
1.56K
$113K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
471+ 29.44% |
$65.8K - $78.8K
|
2.07K
$150K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$241K - $289K
|
1.73K
$125K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
744+ 4.08% |
$104K - $124K
|
19K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-13- 0.07% |
$1.82K - $2.17K
|
17.8K
$1.28M
|
|