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, 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
$747K
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-4.2K- 31.82% |
$372K - $677K
|
9K
$670K
|
|
May 15, 2020
Q1 2020
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-76KClosed |
$6.73M - $12.2M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-314KClosed |
$27.9M - $50.7M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-920Closed |
$81.5K - $148K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-397Closed |
$35.2K - $64K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Chase Investment Counsel Corp
|
SELL
|
- |
-23.6KClosed |
$2.09M - $3.81M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.7KClosed |
$151K - $274K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.56KClosed |
$404K - $734K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-10.3KClosed |
$911K - $1.66M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.17KClosed |
$192K - $349K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-446Closed |
$39.5K - $71.9K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.39KClosed |
$123K - $223K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.35KClosed |
$120K - $218K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-1.91KClosed |
$169K - $308K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-56Closed |
$4.96K - $9.02K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-2.2KClosed |
$195K - $354K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13.6KClosed |
$1.2M - $2.18M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.66KClosed |
$147K - $267K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Viking Fund Management LLC
|
SELL
|
- |
-10KClosed |
$886K - $1.61M
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Churchill Management Corp
|
SELL
|
- |
-7.36KClosed |
$653K - $1.19M
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
167New |
$14.8K - $26.9K
|
167
$12.4K
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$3.3M - $3.56M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50Closed |
$7.06K - $7.6K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-12Closed |
$1.69K - $1.82K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20Closed |
$2.82K - $3.04K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-211Closed |
$29.8K - $32.1K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-130KClosed |
$17.2M - $19.2M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7Closed |
$925 - $1.03K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.53KClosed |
$466K - $520K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-445Closed |
$58.8K - $65.7K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-555KClosed |
$73.4M - $82M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.47KClosed |
$326K - $364K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-58Closed |
$7.66K - $8.56K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-12.5KClosed |
$1.65M - $1.85M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-966Closed |
$128K - $143K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
8.27K+ 37.7% |
$1.09M - $1.22M
|
30.2K
$2.25M
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-10KClosed |
$1.32M - $1.48M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-10KClosed |
$1.32M - $1.48M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Burney CO
Reston, VA |
SELL
|
- |
-1.84KClosed |
$243K - $271K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-35KClosed |
$4.62M - $5.17M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-432Closed |
$57.1K - $63.8K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-1.48KClosed |
$196K - $219K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-359Closed |
$47.4K - $53K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-18.4KClosed |
$2.43M - $2.72M
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-183Closed |
$24.2K - $27K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.75KClosed |
$231K - $259K
|
0
$0
|