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 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-30Closed |
$3.59K - $3.97K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
43New |
$5.15K - $5.69K
|
43
$3.56K
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-50Closed |
$5.98K - $6.61K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$6.82K - $7.54K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-15.2KClosed |
$1.82M - $2.01M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.77KClosed |
$211K - $233K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
1.55KNew |
$186K - $205K
|
1.55K
$129K
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-210Closed |
$25.1K - $27.8K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-10Closed |
$1.24K - $1.37K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-41Closed |
$5.07K - $5.61K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4KClosed |
$495K - $547K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-15Closed |
$1.85K - $2.05K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-323KClosed |
$40M - $44.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.63KClosed |
$201K - $222K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-12Closed |
$1.48K - $1.64K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-126KClosed |
$15.6M - $17.3M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-205Closed |
$25.3K - $28K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.68KClosed |
$1.07M - $1.19M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-52Closed |
$6.43K - $7.11K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.87KClosed |
$849K - $940K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$6.3K - $6.97K
|
51
$4.22K
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-6.95KClosed |
$859K - $950K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-2.34KClosed |
$289K - $320K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-761Closed |
$94.1K - $104K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18K+ 900.0% |
$2.23M - $2.46M
|
20K
$1.66M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.72KClosed |
$213K - $235K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.1KClosed |
$383K - $424K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-100Closed |
$12.4K - $13.7K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-654Closed |
$80.8K - $89.4K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.01KNew |
$496K - $548K
|
4.01K
$332K
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
30New |
$3.71K - $4.1K
|
30
$2.48K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-66Closed |
$8.16K - $9.03K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-805Closed |
$99.5K - $110K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-65Closed |
$8.04K - $8.89K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.13KClosed |
$511K - $565K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.3KClosed |
$408K - $451K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-900Closed |
$111K - $123K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-11Closed |
$1.36K - $1.5K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-151Closed |
$18.7K - $20.7K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.43KClosed |
$320K - $350K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.12KClosed |
$280K - $306K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.1KClosed |
$146K - $159K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
2KNew |
$264K - $288K
|
2K
$166K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27Closed |
$3.56K - $3.89K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.15KClosed |
$284K - $310K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-18.3KClosed |
$2.42M - $2.64M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-43Closed |
$5.67K - $6.19K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$272K - $298K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.67KClosed |
$220K - $240K
|
0
$0
|