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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
339+ 5.27% |
$47.4K - $56.7K
|
6.77K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$41.9K - $50.2K
|
300
$28.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
300New |
$41.9K - $50.2K
|
300
$28.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
178+ 12.23% |
$24.9K - $29.8K
|
1.63K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
172+ 0.77% |
$24K - $28.8K
|
22.6K
$2.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
138New |
$19.3K - $23.1K
|
138
$13K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
100New |
$14K - $16.7K
|
100
$9.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
84New |
$11.7K - $14.1K
|
84
$7.92K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
76New |
$10.6K - $12.7K
|
76
$7.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64New |
$8.94K - $10.7K
|
64
$6.03K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
56New |
$7.83K - $9.37K
|
56
$5.28K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
36+ 0.45% |
$5.03K - $6.02K
|
7.98K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$2.79K - $3.35K
|
20
$1.89K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$2.1K - $2.51K
|
15
$1.41K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
14New |
$1.96K - $2.34K
|
14
$1.32K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11New |
$1.54K - $1.84K
|
11
$1.04K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8New |
$1.12K - $1.34K
|
8
$754
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$559 - $669
|
1.5K
$141K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
145KNew |
$3.55M - $25.5M
|
145K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
60.6KNew |
$1.48M - $10.6M
|
60.6K
$5.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
9.5KNew |
$232K - $1.67M
|
9.5K
$896K
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.32K+ 165.44% |
$228K - $1.64M
|
14.9K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
6.73KNew |
$165K - $1.18M
|
6.73K
$635K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
6.59K+ 24.67% |
$161K - $1.16M
|
33.3K
$3.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.32KNew |
$81.2K - $583K
|
3.32K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.03KNew |
$74.1K - $532K
|
3.03K
$285K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.8K+ 1686.75% |
$68.5K - $492K
|
2.97K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
2.4KNew |
$58.8K - $422K
|
2.4K
$227K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$53.7K - $385K
|
2.19K
$207K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.87KNew |
$45.8K - $329K
|
1.87K
$177K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
1.55KNew |
$37.9K - $272K
|
1.55K
$146K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.51KNew |
$37K - $266K
|
1.51K
$143K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.45KNew |
$35.4K - $254K
|
1.45K
$136K
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
BUY
|
- |
1.37KNew |
$33.4K - $240K
|
1.37K
$129K
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.36KNew |
$33.2K - $238K
|
1.36K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.3K+ 10.26% |
$31.8K - $228K
|
14K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.01K+ 19.97% |
$24.7K - $178K
|
6.07K
$573K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
544+ 6.48% |
$13.3K - $95.6K
|
8.94K
$842K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
395+ 4.31% |
$9.67K - $69.4K
|
9.55K
$901K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
285+ 18.84% |
$6.97K - $50.1K
|
1.8K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
232+ 15.8% |
$5.68K - $40.8K
|
1.7K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$4.89K - $35.1K
|
200
$18.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
153+ 1.02% |
$3.74K - $26.9K
|
15.1K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
126New |
$3.08K - $22.1K
|
126
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
83New |
$2.03K - $14.6K
|
83
$7.82K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
75+ 5.38% |
$1.84K - $13.2K
|
1.47K
$138K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
48New |
$1.17K - $8.43K
|
48
$4.52K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
24New |
$587 - $4.22K
|
24
$2.26K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
24+ 0.94% |
$587 - $4.22K
|
2.57K
$242K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 32.79% |
$489 - $3.51K
|
81
$7.64K
|
|