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 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-34Closed |
$3.94K - $4.51K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-157Closed |
$18.2K - $20.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-405Closed |
$47K - $53.7K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-34Closed |
$3.94K - $4.51K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-500Closed |
$58K - $66.3K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-202Closed |
$23.4K - $26.8K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.51KClosed |
$408K - $466K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.9KClosed |
$337K - $385K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
SELL
|
- |
-30Closed |
$3.48K - $3.98K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Univest Financial Corp
|
SELL
|
- |
-21.9KClosed |
$2.53M - $2.9M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-800- 27.45% |
$92.8K - $106K
|
2.11K
$175K
|
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.72KNew |
$443K - $506K
|
3.72K
$308K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
805New |
$95.9K - $109K
|
805
$66.7K
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-600Closed |
$71.5K - $81.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-98Closed |
$11.7K - $13.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Parametrica Management LTD
|
SELL
|
- |
-1.72KClosed |
$205K - $234K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-8.07KClosed |
$961K - $1.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-16.1KClosed |
$1.92M - $2.19M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-865Closed |
$103K - $118K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2KNew |
$238K - $272K
|
2K
$166K
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
250New |
$29.8K - $34K
|
250
$20.7K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-400Closed |
$47.7K - $54.4K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.04KClosed |
$243K - $277K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-480Closed |
$57.2K - $65.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cincinnati Insurance CO
|
SELL
|
- |
-632Closed |
$75.3K - $85.9K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-35.2KClosed |
$4.19M - $4.79M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.05KNew |
$601K - $686K
|
5.05K
$418K
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
15KNew |
$1.79M - $2.04M
|
15K
$1.24M
|
|
|
Feb 11, 2021
Q4 2020
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-52.5KClosed |
$6.26M - $7.14M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-390Closed |
$46.5K - $53K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-191Closed |
$22.8K - $26K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
University Of Texas
|
SELL
|
- |
-537Closed |
$64K - $73K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-20Closed |
$2.38K - $2.72K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-65Closed |
$7.74K - $8.84K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-400Closed |
$47.7K - $54.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-717Closed |
$85.4K - $97.5K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
231New |
$27.5K - $31.4K
|
231
$19.1K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-170Closed |
$20.3K - $23.1K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.01KClosed |
$239K - $273K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-853- 8.67% |
$102K - $116K
|
8.98K
$744K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.84KClosed |
$210K - $247K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-1.09KClosed |
$125K - $147K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
216New |
$24.7K - $29.1K
|
216
$17.9K
|
|
|
Nov 13, 2020
Q3 2020
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-182KClosed |
$20.8M - $24.5M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-45KClosed |
$5.15M - $6.06M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-3.79KClosed |
$434K - $510K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2KClosed |
$229K - $269K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-25Closed |
$2.86K - $3.37K
|
0
$0
|
|