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, 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
$299K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
30New |
$3.71K - $4.1K
|
30
$2.23K
|
|
|
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
|
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
$149K
|
|
|
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
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-918Closed |
$121K - $132K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.89KClosed |
$908K - $992K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Allen Investment Management LLC
|
SELL
|
- |
-2.75KClosed |
$362K - $396K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-904Closed |
$119K - $130K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-181Closed |
$23.9K - $26.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-246Closed |
$32.4K - $35.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-73Closed |
$9.62K - $10.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-200Closed |
$26.4K - $28.8K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100Closed |
$13.2K - $14.4K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-469Closed |
$61.8K - $67.6K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-830Closed |
$109K - $120K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-5- 7.46% |
$659 - $720
|
62
$4.62K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-886Closed |
$117K - $128K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-239Closed |
$31.5K - $34.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150Closed |
$19.8K - $21.6K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 4.58% |
$3.16K - $3.46K
|
500
$37.2K
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-200Closed |
$26.4K - $28.8K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
SELL
|
- |
-2.05KClosed |
$270K - $296K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
600New |
$79.1K - $86.4K
|
600
$44.7K
|
|
| Q1 2021 | |||||||
|
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.86KClosed |
$680K - $777K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-55Closed |
$6.38K - $7.29K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-345Closed |
$40K - $45.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.69KClosed |
$196K - $224K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-25.9KClosed |
$3M - $3.43M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-660Closed |
$76.5K - $87.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.62KClosed |
$188K - $215K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-3KClosed |
$348K - $398K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.8KClosed |
$208K - $238K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 15.0% |
$348 - $398
|
17
$1.27K
|
|