Latest Institutional Purchases of Sempra Energy (SRE)
This list provides information on the latest institutional transactions involving Sempra Energy (SRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.85% |
$8.08K - $9.48K
|
11.9K
$824K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100+ 21.93% |
$8.08K - $9.48K
|
556
$38.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
97+ 3.77% |
$7.84K - $9.19K
|
2.67K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
96+ 0.07% |
$7.76K - $9.1K
|
144K
$9.98M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
95New |
$7.68K - $9K
|
95
$6.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95New |
$7.68K - $9K
|
95
$6.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
93+ 0.37% |
$7.52K - $8.81K
|
25.1K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
86+ 0.81% |
$6.95K - $8.15K
|
10.8K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
85+ 2.15% |
$6.87K - $8.06K
|
4.04K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
82+ 1.21% |
$6.63K - $7.77K
|
6.84K
$475K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
82+ 3.38% |
$6.63K - $7.77K
|
2.51K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
79New |
$6.38K - $7.49K
|
79
$5.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
78+ 0.91% |
$6.3K - $7.39K
|
8.67K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
75New |
$6.06K - $7.11K
|
75
$5.22K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
75New |
$6.06K - $7.11K
|
75
$5.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
71+ 13.12% |
$5.74K - $6.73K
|
612
$42.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.13% |
$5.66K - $6.63K
|
54.3K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
69New |
$5.58K - $6.54K
|
69
$4.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
67+ 2.38% |
$5.41K - $6.35K
|
2.88K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
66+ 0.66% |
$5.33K - $6.25K
|
10.1K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
64+ 1.49% |
$5.17K - $6.07K
|
4.35K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
61+ 2.29% |
$4.93K - $5.78K
|
2.73K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
59+ 0.99% |
$4.77K - $5.59K
|
6.05K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
56+ 0.99% |
$4.53K - $5.31K
|
5.7K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
55+ 0.66% |
$4.44K - $5.21K
|
8.41K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 13.76% |
$4.2K - $4.93K
|
430
$29.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
52New |
$4.2K - $4.93K
|
52
$3.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
52+ 0.77% |
$4.2K - $4.93K
|
6.83K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
52+ 1.85% |
$4.2K - $4.93K
|
2.87K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 12.17% |
$4.04K - $4.74K
|
461
$32.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
48New |
$3.88K - $4.55K
|
48
$3.34K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
48New |
$3.88K - $4.55K
|
48
$3.34K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
48+ 0.89% |
$3.88K - $4.55K
|
5.45K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 0.23% |
$3.72K - $4.36K
|
20.1K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
46+ 0.26% |
$3.72K - $4.36K
|
17.6K
$1.23M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
45New |
$3.64K - $4.26K
|
45
$3.13K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$3.56K - $4.17K
|
44
$3.06K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
43+ 0.83% |
$3.47K - $4.08K
|
5.25K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
41+ 0.52% |
$3.31K - $3.89K
|
7.89K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 0.77% |
$3.31K - $3.89K
|
5.37K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
41New |
$3.31K - $3.89K
|
41
$2.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40New |
$3.23K - $3.79K
|
40
$2.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 23.81% |
$3.23K - $3.79K
|
208
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36+ 0.35% |
$2.91K - $3.41K
|
10.3K
$719K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
36New |
$2.91K - $3.41K
|
36
$2.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.57% |
$2.83K - $3.32K
|
6.13K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$2.83K - $3.32K
|
35
$2.43K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 0.56% |
$2.75K - $3.22K
|
6.16K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
34+ 0.74% |
$2.75K - $3.22K
|
4.6K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
33+ 0.75% |
$2.67K - $3.13K
|
4.41K
$306K
|