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 |
|---|---|---|---|---|---|---|---|
|
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
$175K
|
|
|
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
$1.41M
|
|
|
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
$28M
|
|
|
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
$6.99K
|
|
|
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
|
|
|
May 16, 2018
Q1 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-375Closed |
$38.8K - $42.4K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.43KClosed |
$458K - $501K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Jet Capital Investors L P
New York, NY |
SELL
|
- |
-50KClosed |
$5.17M - $5.65M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Jet Capital Investors L P
New York, NY |
SELL
|
PUT |
-450KClosed |
$46.5M - $50.9M
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$1.24M - $1.36M
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-120KClosed |
$12.4M - $13.6M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Corundum Group, Inc.
|
SELL
|
- |
-1.92KClosed |
$199K - $217K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Security National Bank
|
SELL
|
- |
-11.2KClosed |
$1.16M - $1.27M
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100Closed |
$10.3K - $11.3K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-9.9KClosed |
$1.02M - $1.12M
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-10Closed |
$1.03K - $1.13K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20Closed |
$2.14K - $2.44K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15.1KClosed |
$1.61M - $1.85M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
103KNew |
$11M - $12.6M
|
103K
$9.57M
|
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-6.7KClosed |
$717K - $819K
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-40Closed |
$4.28K - $4.89K
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-43Closed |
$4.6K - $5.26K
|
0
$0
|
|