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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
BUY
|
- |
1.37KNew |
$33.4K - $240K
|
1.37K
$98.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
6.59K+ 24.67% |
$161K - $1.16M
|
33.3K
$2.41M
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5+ 0.16% |
$122 - $878
|
3.09K
$223K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
285+ 18.84% |
$6.97K - $50.1K
|
1.8K
$130K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 32.79% |
$489 - $3.51K
|
81
$5.86K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.87KNew |
$45.8K - $329K
|
1.87K
$135K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$122 - $878
|
5
$362
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 96.48% |
$32.9K - $236K
|
49
$3.54K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.45KNew |
$35.4K - $254K
|
1.45K
$105K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100- 78.13% |
$2.45K - $17.6K
|
28
$2.02K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.8K+ 1686.75% |
$68.5K - $492K
|
2.97K
$214K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.51KNew |
$37K - $266K
|
1.51K
$109K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
5New |
$122 - $878
|
5
$362
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.36KNew |
$33.2K - $238K
|
1.36K
$98.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
48New |
$1.17K - $8.43K
|
48
$3.47K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.32KNew |
$81.2K - $583K
|
3.32K
$240K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.05K- 12.97% |
$25.7K - $184K
|
7.04K
$509K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
24New |
$587 - $4.22K
|
24
$1.74K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-323- 13.4% |
$7.9K - $56.7K
|
2.09K
$151K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
24+ 0.94% |
$587 - $4.22K
|
2.57K
$186K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 4.76% |
$122 - $878
|
100
$7.23K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
1.55KNew |
$37.9K - $272K
|
1.55K
$112K
|
|
| Q2 2022 | |||||||
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-28.7K- 84.93% |
$4.01M - $4.96M
|
5.09K
$368K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
328+ 7.36% |
$45.8K - $56.6K
|
4.78K
$346K
|
|
|
Nov 07, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.76KNew |
$384K - $476K
|
2.76K
$199K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-25Closed |
$3.49K - $4.32K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-203Closed |
$28.3K - $35.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
557+ 5.85% |
$77.7K - $96.2K
|
10.1K
$729K
|
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-18.7KClosed |
$2.62M - $3.24M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-534- 28.46% |
$74.5K - $92.2K
|
1.34K
$97K
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-2.98KClosed |
$416K - $515K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.24KClosed |
$173K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-307Closed |
$42.8K - $53K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-1KClosed |
$139K - $173K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.2KNew |
$1.7M - $2.11M
|
12.2K
$882K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-156Closed |
$21.8K - $26.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.95KClosed |
$829K - $1.03M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.1KNew |
$432K - $535K
|
3.1K
$224K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
85K+ 63.62% |
$11.9M - $14.7M
|
219K
$15.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.3KClosed |
$321K - $398K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-87.3KClosed |
$12.2M - $15.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.01K- 41.52% |
$141K - $174K
|
1.42K
$103K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
130New |
$18.1K - $22.4K
|
130
$9.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
544+ 1.46% |
$75.9K - $93.9K
|
37.8K
$2.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-21Closed |
$2.93K - $3.63K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-91- 3.54% |
$12.7K - $15.7K
|
2.48K
$179K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-48- 0.57% |
$6.7K - $8.29K
|
8.44K
$611K
|
|
|
Aug 11, 2022
Q2 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-7.7K- 48.13% |
$1.07M - $1.33M
|
8.3K
$600K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$139 - $173
|
1.44K
$104K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-112Closed |
$15.6K - $19.3K
|
0
$0
|
|