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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
24New |
$587 - $4.22K
|
24
$1.92K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-323- 13.4% |
$7.9K - $56.7K
|
2.09K
$167K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
24+ 0.94% |
$587 - $4.22K
|
2.57K
$205K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 4.76% |
$122 - $878
|
100
$7.98K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
1.55KNew |
$37.9K - $272K
|
1.55K
$124K
|
|
| Q2 2022 | |||||||
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-28.7K- 84.93% |
$4.01M - $4.96M
|
5.09K
$407K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
328+ 7.36% |
$45.8K - $56.6K
|
4.78K
$382K
|
|
|
Nov 07, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.76KNew |
$384K - $476K
|
2.76K
$220K
|
|
|
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
$804K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-534- 28.46% |
$74.5K - $92.2K
|
1.34K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-2.98KClosed |
$416K - $515K
|
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
|
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
$247K
|
|
|
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
$113K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
130New |
$18.1K - $22.4K
|
130
$10.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
544+ 1.46% |
$75.9K - $93.9K
|
37.8K
$3.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-21Closed |
$2.93K - $3.63K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-48- 0.57% |
$6.7K - $8.29K
|
8.44K
$674K
|
|
|
Aug 11, 2022
Q2 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-7.7K- 48.13% |
$1.07M - $1.33M
|
8.3K
$662K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$139 - $173
|
1.44K
$115K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-112Closed |
$15.6K - $19.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.61KClosed |
$922K - $1.14M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-290KClosed |
$40.5M - $50.2M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.48KNew |
$206K - $256K
|
1.48K
$118K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.06K- 64.64% |
$426K - $528K
|
1.67K
$133K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1- 0.05% |
$139 - $173
|
2K
$159K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.63% |
$139 - $173
|
161
$12.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-60Closed |
$8.37K - $10.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9New |
$1.26K - $1.55K
|
9
$718
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
18+ 12.59% |
$2.51K - $3.11K
|
161
$12.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-39Closed |
$5.44K - $6.73K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22Closed |
$3.07K - $3.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 6.6% |
$2.79K - $3.45K
|
283
$22.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-45.6KClosed |
$6.36M - $7.88M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.21KClosed |
$169K - $209K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
9.89KNew |
$1.38M - $1.71M
|
9.89K
$789K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-184- 9.78% |
$25.7K - $31.8K
|
1.7K
$136K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-627Closed |
$87.5K - $108K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
SELL
|
- |
-1.42KClosed |
$199K - $246K
|
0
$0
|
|
|
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
$311K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
516New |
$72K - $89.1K
|
516
$41.2K
|
|