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 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$106K - $124K
|
1.63K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 23.55% |
$102K - $119K
|
8.18K
$771K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.54K+ 100.0% |
$100K - $117K
|
3.07K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.33KNew |
$86.7K - $102K
|
1.33K
$125K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
600New |
$39.2K - $45.9K
|
600
$56.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
395+ 9.79% |
$25.8K - $30.2K
|
4.43K
$417K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
373New |
$24.3K - $28.5K
|
373
$35.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
118New |
$7.7K - $9.03K
|
118
$11.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
100New |
$6.53K - $7.65K
|
100
$9.43K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
92+ 1533.33% |
$6K - $7.04K
|
98
$9.24K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
79New |
$5.16K - $6.04K
|
79
$7.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
78New |
$5.09K - $5.97K
|
78
$7.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
76New |
$4.96K - $5.81K
|
76
$7.16K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
76New |
$4.96K - $5.81K
|
76
$7.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75New |
$4.9K - $5.74K
|
75
$7.07K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68New |
$4.44K - $5.2K
|
68
$6.41K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
50New |
$3.26K - $3.82K
|
50
$4.71K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
48New |
$3.13K - $3.67K
|
48
$4.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
41+ 2.54% |
$2.68K - $3.14K
|
1.66K
$156K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
35New |
$2.28K - $2.68K
|
35
$3.3K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26New |
$1.7K - $1.99K
|
26
$2.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25+ 33.33% |
$1.63K - $1.91K
|
100
$9.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21New |
$1.37K - $1.61K
|
21
$1.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
8+ 0.84% |
$522 - $612
|
965
$91K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$392 - $459
|
6
$566
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 1.67% |
$65.3 - $76.5
|
61
$5.75K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
14.9MNew |
$1.01B - $2.27B
|
14.9M
$1.41B
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
197K+ 159.3% |
$13.4M - $29.9M
|
321K
$30.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
165K+ 100.0% |
$11.2M - $25M
|
329K
$31.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
118K+ 207.02% |
$8M - $17.9M
|
175K
$16.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
57K+ 154.05% |
$3.86M - $8.66M
|
94K
$8.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
48.7K+ 215.08% |
$3.3M - $7.4M
|
71.3K
$6.72M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46.4K+ 65.44% |
$3.14M - $7.05M
|
117K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
46K+ 100.0% |
$3.12M - $6.99M
|
92K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
27.8K+ 67.13% |
$1.88M - $4.22M
|
69.1K
$6.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
25.1K+ 100.0% |
$1.7M - $3.82M
|
50.3K
$4.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
23K+ 814.9% |
$1.56M - $3.5M
|
25.8K
$2.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
18.7K+ 94.07% |
$1.27M - $2.84M
|
38.5K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
18.5K+ 100.57% |
$1.25M - $2.81M
|
36.9K
$3.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
16K+ 177.92% |
$1.08M - $2.43M
|
25K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.4KNew |
$1.05M - $2.34M
|
15.4K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
14.5K+ 100.0% |
$983K - $2.2M
|
29K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
12.6K+ 123.24% |
$854K - $1.92M
|
22.8K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
12K+ 100.0% |
$812K - $1.82M
|
24K
$2.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.2KNew |
$759K - $1.7M
|
11.2K
$1.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.1K+ 79.17% |
$753K - $1.69M
|
25.2K
$2.37M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11.1K+ 714.48% |
$749K - $1.68M
|
12.6K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
10.5K+ 100.0% |
$712K - $1.6M
|
21K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.68K+ 100.0% |
$588K - $1.32M
|
17.4K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
CALL |
7.5K+ 100.0% |
$508K - $1.14M
|
15K
$1.41M
|
|