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 |
|---|---|---|---|---|---|---|---|
|
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
$39.9K
|
|
|
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
$47.9K
|
|
| 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
$1.36K
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-39.8KClosed |
$4.62M - $5.28M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-311Closed |
$36.1K - $41.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-8.28KClosed |
$960K - $1.1M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-56Closed |
$6.49K - $7.42K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
SELL
|
- |
-186Closed |
$21.6K - $24.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-4.5K- 34.62% |
$522K - $597K
|
8.5K
$678K
|
|
|
May 13, 2021
Q1 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-16.9KClosed |
$1.95M - $2.23M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-343Closed |
$39.8K - $45.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-40Closed |
$4.64K - $5.3K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1.57KNew |
$182K - $207K
|
1.57K
$125K
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-709Closed |
$82.2K - $94K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-228Closed |
$26.4K - $30.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.5KClosed |
$406K - $464K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
531New |
$61.6K - $70.4K
|
531
$42.4K
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.04KClosed |
$237K - $270K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Af Advisors, Inc.
|
SELL
|
- |
-1.64KClosed |
$190K - $217K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-9Closed |
$1.04K - $1.19K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2KClosed |
$232K - $266K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.23KClosed |
$258K - $295K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.85KClosed |
$215K - $246K
|
0
$0
|
|
|
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 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
$169K
|
|
|
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
$297K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
805New |
$95.9K - $109K
|
805
$64.2K
|
|
|
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
|
|