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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-24Closed |
$3.01K - $3.38K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.01KClosed |
$252K - $283K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-16Closed |
$2.01K - $2.26K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-352Closed |
$44.1K - $49.6K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-367Closed |
$46K - $51.8K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-484Closed |
$60.7K - $68.3K
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Central Bank & Trust CO
|
SELL
|
- |
-50Closed |
$6.27K - $7.05K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-5Closed |
$534 - $630
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-171KClosed |
$18.3M - $21.6M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.59KClosed |
$277K - $327K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-5Closed |
$534 - $630
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-232Closed |
$24.8K - $29.2K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3Closed |
$320 - $378
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Family Legacy, Inc.
|
SELL
|
- |
-9Closed |
$961 - $1.13K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Parnassus Investments, LLC
|
SELL
|
- |
-2.27MClosed |
$242M - $286M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-600Closed |
$64.1K - $75.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-7.75KClosed |
$831K - $918K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-10.6KClosed |
$1.13M - $1.25M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.88KNew |
$201K - $223K
|
1.88K
$131K
|
|
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300Closed |
$32.2K - $35.5K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-50Closed |
$5.36K - $5.92K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-818Closed |
$87.7K - $96.9K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-46.9KClosed |
$5.04M - $5.56M
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.94KClosed |
$315K - $348K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-100Closed |
$10.7K - $11.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 07, 2020
Q3 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-10Closed |
$1.11K - $1.19K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-200Closed |
$22.2K - $23.8K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
15.1KNew |
$1.68M - $1.8M
|
15.1K
$1.05M
|
|
|
Nov 14, 2018
Q3 2018
|
Point State Capital LP
New York, NY |
SELL
|
- |
-269KClosed |
$29.9M - $32M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1KClosed |
$111K - $119K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-625Closed |
$69.4K - $74.3K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-88Closed |
$9.77K - $10.5K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-37Closed |
$4.11K - $4.4K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-14Closed |
$1.55K - $1.66K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-200Closed |
$22.2K - $23.8K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-9Closed |
$1K - $1.07K
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9Closed |
$1K - $1.07K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-376Closed |
$37.9K - $44.1K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-123Closed |
$12.4K - $14.4K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
300KNew |
$30.2M - $35.2M
|
300K
$20.9M
|
|
|
Aug 13, 2018
Q2 2018
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.46KClosed |
$651K - $757K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-22Closed |
$2.22K - $2.58K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Papp L Roy & Associates
|
SELL
|
- |
-3.23KClosed |
$325K - $379K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-300Closed |
$30.2K - $35.2K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.9KClosed |
$192K - $223K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-444Closed |
$44.7K - $52K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
75New |
$7.55K - $8.79K
|
75
$5.23K
|
|
|
Jul 24, 2018
Q2 2018
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-16.7KClosed |
$1.68M - $1.95M
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-4.44KClosed |
$448K - $521K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jul 03, 2018
Q1 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$930 - $1.02K
|
0
$0
|
|