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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
CALL |
7.5K+ 100.0% |
$508K - $1.14M
|
15K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.36K+ 101.23% |
$431K - $966K
|
12.6K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6.16K+ 100.03% |
$418K - $936K
|
12.3K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.1K+ 100.0% |
$413K - $927K
|
12.2K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
6.02K+ 100.0% |
$408K - $915K
|
12K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.63KNew |
$382K - $856K
|
5.63K
$524K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.17K+ 100.0% |
$350K - $785K
|
10.3K
$962K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16KNew |
$350K - $784K
|
5.16K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.01K+ 100.0% |
$340K - $762K
|
10K
$934K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.9K+ 119.59% |
$332K - $745K
|
9K
$838K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.87KNew |
$330K - $741K
|
4.87K
$454K
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
4.8K+ 100.0% |
$325K - $729K
|
9.6K
$894K
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$298K - $669K
|
8.8K
$819K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.36KNew |
$295K - $662K
|
4.36K
$406K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.2K+ 100.05% |
$285K - $639K
|
8.41K
$783K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.8KNew |
$258K - $577K
|
3.8K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.7KNew |
$251K - $562K
|
3.7K
$344K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.61KNew |
$244K - $548K
|
3.61K
$336K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.21KNew |
$217K - $487K
|
3.21K
$299K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.19KNew |
$216K - $485K
|
3.19K
$297K
|
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
BUY
|
- |
3K+ 100.0% |
$203K - $456K
|
6K
$559K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
2.8K+ 100.0% |
$190K - $425K
|
5.6K
$521K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.67K+ 99.96% |
$181K - $406K
|
5.35K
$498K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 117.89% |
$174K - $391K
|
4.75K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
2.57K+ 100.0% |
$174K - $390K
|
5.13K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 100.0% |
$166K - $373K
|
4.91K
$457K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.25K+ 100.0% |
$152K - $342K
|
4.5K
$419K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.16K+ 1486.21% |
$146K - $327K
|
2.3K
$214K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.01K+ 117.05% |
$136K - $306K
|
3.73K
$347K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.01K+ 100.0% |
$136K - $305K
|
4.02K
$374K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.96K+ 100.0% |
$133K - $297K
|
3.91K
$364K
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
1.9K+ 100.05% |
$129K - $289K
|
3.8K
$354K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.88K+ 113.11% |
$127K - $286K
|
3.54K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.75K+ 100.0% |
$119K - $266K
|
3.5K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.72K+ 100.0% |
$117K - $262K
|
3.44K
$321K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.69K+ 95.6% |
$115K - $257K
|
3.47K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.69K+ 100.0% |
$114K - $257K
|
3.38K
$315K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.69K+ 100.0% |
$114K - $256K
|
3.37K
$314K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.65K+ 100.0% |
$112K - $251K
|
3.3K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.63K+ 100.0% |
$110K - $248K
|
3.26K
$303K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 52.4% |
$110K - $247K
|
4.73K
$440K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 100.0% |
$109K - $245K
|
3.23K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.53KNew |
$104K - $233K
|
1.53K
$143K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.53KNew |
$103K - $232K
|
1.53K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 100.0% |
$102K - $228K
|
3K
$279K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.47K+ 102.59% |
$99.3K - $223K
|
2.89K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.41K+ 47.97% |
$95.2K - $213K
|
4.33K
$404K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.35K+ 100.0% |
$91.5K - $205K
|
2.7K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.27K+ 31.75% |
$86K - $193K
|
5.27K
$490K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09K+ 100.18% |
$73.9K - $166K
|
2.18K
$203K
|