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 |
|---|---|---|---|---|---|---|---|
|
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
$18.2K
|
|
|
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
$709K
|
|
| 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
$17K
|
|
|
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
|
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.59KClosed |
$411K - $484K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-786Closed |
$90K - $106K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-101Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trade Link Capital LLC
Chicago, IL |
SELL
|
- |
-1.92KClosed |
$220K - $259K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.4KClosed |
$160K - $189K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-12.4KClosed |
$1.42M - $1.67M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-52Closed |
$5.95K - $7K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.94KNew |
$222K - $261K
|
1.94K
$153K
|
|
|
Oct 20, 2020
Q3 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-904Closed |
$104K - $122K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.05KClosed |
$235K - $276K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Robeco Schweiz Ag
|
SELL
|
- |
-24.9KClosed |
$2.85M - $3.35M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$11.5K - $13.5K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-462Closed |
$52.9K - $62.2K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Polianta LTD
|
SELL
|
- |
-8.9KClosed |
$1.02M - $1.2M
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.01KClosed |
$917K - $1.08M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-719- 20.5% |
$74.6K - $96.9K
|
2.79K
$220K
|
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
800New |
$83K - $108K
|
800
$63.1K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-150Closed |
$15.6K - $20.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.05KClosed |
$213K - $277K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-8.2KClosed |
$850K - $1.11M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
150KNew |
$15.6M - $20.2M
|
150K
$11.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-18.5KClosed |
$1.92M - $2.49M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-531Closed |
$55.1K - $71.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-3.1KClosed |
$322K - $418K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-3.6KClosed |
$373K - $485K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-110KClosed |
$11.4M - $14.8M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-500- 16.67% |
$51.9K - $67.4K
|
2.5K
$197K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
136New |
$14.1K - $18.3K
|
136
$10.7K
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-47Closed |
$4.87K - $6.34K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-31Closed |
$3.22K - $4.18K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-8.2KClosed |
$850K - $1.11M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Eos Focused Equity Management, L.P.
|
SELL
|
- |
-39.8KClosed |
$4.13M - $5.37M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$290K - $377K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.22KClosed |
$645K - $839K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 04, 2020
Q1 2020
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.34KClosed |
$119K - $217K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Css LLC
Chicago, IL |
BUY
|
- |
10KNew |
$889K - $1.62M
|
10K
$792K
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-4.2K- 31.82% |
$372K - $677K
|
9K
$710K
|
|