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 30, 2025
Q2 2019
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
2.19KNew |
$274K - $308K
|
2.19K
$163K
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
195New |
$24.4K - $27.5K
|
195
$14.5K
|
|
|
Aug 15, 2019
Q2 2019
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-906Closed |
$114K - $128K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-40.3KClosed |
$5.05M - $5.68M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
438New |
$54.9K - $61.8K
|
438
$32.6K
|
|
|
Aug 14, 2019
Q2 2019
|
Saya Management LP
New York, NY |
SELL
|
- |
-116KClosed |
$14.5M - $16.3M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-9.67KClosed |
$1.21M - $1.36M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Napier Park Global Capital (Us) LP
New York, NY |
SELL
|
- |
-21KClosed |
$2.63M - $2.96M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-8.2KClosed |
$1.03M - $1.16M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-98Closed |
$12.3K - $13.8K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-3.37KClosed |
$423K - $476K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Bridges Investment Management Inc
|
SELL
|
- |
-6.4KClosed |
$802K - $903K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-22Closed |
$2.76K - $3.1K
|
0
$0
|
|
|
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
$140K
|
|
|
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
$1.13M
|
|
|
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
|
|