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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
5.3K+ 12.46% |
$367K - $408K
|
47.8K
$3.56M
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
4.45KNew |
$308K - $342K
|
4.45K
$331K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
3.61KNew |
$250K - $278K
|
3.61K
$269K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.29KNew |
$228K - $253K
|
3.29K
$245K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.85KNew |
$197K - $219K
|
2.85K
$212K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.77KNew |
$192K - $213K
|
2.77K
$206K
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.92K+ 60.66% |
$133K - $148K
|
5.1K
$380K
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.8K+ 57.67% |
$124K - $138K
|
4.91K
$366K
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45KNew |
$100K - $112K
|
1.45K
$108K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.34KNew |
$92.9K - $103K
|
1.34K
$100K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$71K - $78.9K
|
1.03K
$76.4K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
980New |
$67.9K - $75.4K
|
980
$73K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
610New |
$42.2K - $46.9K
|
610
$45.4K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
424+ 12.28% |
$29.4K - $32.6K
|
3.88K
$289K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
398+ 4.38% |
$27.6K - $30.6K
|
9.5K
$707K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
357+ 4.23% |
$24.7K - $27.5K
|
8.8K
$655K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
342New |
$23.7K - $26.3K
|
342
$25.5K
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
314+ 5.12% |
$21.7K - $24.2K
|
6.45K
$481K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
222New |
$15.4K - $17.1K
|
222
$16.5K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
171New |
$11.8K - $13.2K
|
171
$12.7K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
87New |
$6.02K - $6.7K
|
87
$6.48K
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
50New |
$3.46K - $3.85K
|
50
$3.72K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
21+ 45.65% |
$1.45K - $1.62K
|
67
$4.99K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$692 - $770
|
10
$745
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 100.0% |
$277 - $308
|
8
$596
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.99% |
$138 - $154
|
205
$15.3K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
757K+ 12.19% |
$49.4M - $57.9M
|
6.97M
$519M
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
117K+ 126.37% |
$7.65M - $8.97M
|
210K
$15.6M
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
39.5KNew |
$2.58M - $3.02M
|
39.5K
$2.94M
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
36.1KNew |
$2.36M - $2.76M
|
36.1K
$2.69M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
19KNew |
$1.24M - $1.45M
|
19K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
17.3KNew |
$1.13M - $1.32M
|
17.3K
$1.29M
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
15.3KNew |
$999K - $1.17M
|
15.3K
$1.14M
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
7.54KNew |
$492K - $577K
|
7.54K
$562K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
5.5K+ 1375.0% |
$359K - $421K
|
5.9K
$439K
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.72KNew |
$308K - $361K
|
4.72K
$352K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
4.5KNew |
$294K - $344K
|
4.5K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.41KNew |
$288K - $337K
|
4.41K
$328K
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4KNew |
$261K - $306K
|
4K
$298K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.05K+ 38.46% |
$199K - $233K
|
11K
$817K
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.95KNew |
$192K - $225K
|
2.95K
$220K
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.8KNew |
$183K - $214K
|
2.8K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
2.5KNew |
$163K - $191K
|
2.5K
$186K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$145K - $170K
|
2.22K
$165K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$106K - $124K
|
1.63K
$121K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
600New |
$39.2K - $45.9K
|
600
$44.7K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
395+ 9.79% |
$25.8K - $30.2K
|
4.43K
$330K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
373New |
$24.3K - $28.5K
|
373
$27.8K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
118New |
$7.7K - $9.03K
|
118
$8.79K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
100New |
$6.53K - $7.65K
|
100
$7.45K
|