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 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-28Closed |
$3.69K - $4.71K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$409K - $523K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3KClosed |
$395K - $504K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.41KNew |
$185K - $237K
|
1.41K
$112K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.68KClosed |
$616K - $787K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-175Closed |
$23K - $29.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.73KClosed |
$359K - $459K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-5.05KClosed |
$664K - $849K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12Closed |
$1.58K - $2.02K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-298Closed |
$39.2K - $50.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-85Closed |
$11.2K - $14.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.7KClosed |
$619K - $790K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-592Closed |
$77.9K - $99.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-7.99KClosed |
$1.05M - $1.34M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.55KClosed |
$204K - $261K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-669Closed |
$88.1K - $112K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
45New |
$5.92K - $7.57K
|
45
$3.59K
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.38KNew |
$181K - $232K
|
1.38K
$110K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-453- 14.72% |
$59.6K - $76.2K
|
2.62K
$209K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-15Closed |
$1.97K - $2.52K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-300Closed |
$39.5K - $50.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-12KClosed |
$1.58M - $2.02M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-13.6KClosed |
$1.63M - $1.8M
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-19Closed |
$2.27K - $2.51K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-8.47KClosed |
$1.01M - $1.12M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-14.1KClosed |
$1.69M - $1.87M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-112Closed |
$13.4K - $14.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.27KClosed |
$870K - $961K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-6.5KClosed |
$778K - $860K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$122K
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-8.9KClosed |
$1.06M - $1.18M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-719Closed |
$86K - $95.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-505Closed |
$60.4K - $66.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
86New |
$10.3K - $11.4K
|
86
$6.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
13New |
$1.56K - $1.72K
|
13
$1.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-39.6KClosed |
$4.74M - $5.24M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-43KClosed |
$5.15M - $5.69M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.58KClosed |
$309K - $342K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15Closed |
$1.79K - $1.98K
|
0
$0
|
|
|
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
$3.43K
|
|
|
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
$124K
|
|
|
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
|
|