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 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.19KNew |
$216K - $485K
|
3.19K
$238K
|
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
BUY
|
- |
3K+ 100.0% |
$203K - $456K
|
6K
$447K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
2.8K+ 100.0% |
$190K - $425K
|
5.6K
$417K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.67K+ 99.96% |
$181K - $406K
|
5.35K
$398K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 117.89% |
$174K - $391K
|
4.75K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
2.57K+ 100.0% |
$174K - $390K
|
5.13K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 100.0% |
$166K - $373K
|
4.91K
$366K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.25K+ 100.0% |
$152K - $342K
|
4.5K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.01K+ 117.05% |
$136K - $306K
|
3.73K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.01K+ 100.0% |
$136K - $305K
|
4.02K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.96K+ 100.0% |
$133K - $297K
|
3.91K
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.88K+ 113.11% |
$127K - $286K
|
3.54K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.75K+ 100.0% |
$119K - $266K
|
3.5K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.72K+ 100.0% |
$117K - $262K
|
3.44K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.69K+ 95.6% |
$115K - $257K
|
3.47K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.69K+ 100.0% |
$114K - $257K
|
3.38K
$252K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.69K+ 100.0% |
$114K - $256K
|
3.37K
$251K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.65K+ 100.0% |
$112K - $251K
|
3.3K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 52.4% |
$110K - $247K
|
4.73K
$352K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 100.0% |
$109K - $245K
|
3.23K
$241K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.53KNew |
$104K - $233K
|
1.53K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 100.0% |
$102K - $228K
|
3K
$223K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.47K+ 102.59% |
$99.3K - $223K
|
2.89K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.41K+ 47.97% |
$95.2K - $213K
|
4.33K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.35K+ 100.0% |
$91.5K - $205K
|
2.7K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.27K+ 31.75% |
$86K - $193K
|
5.27K
$392K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09K+ 100.18% |
$73.9K - $166K
|
2.18K
$162K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
925+ 100.0% |
$62.7K - $141K
|
1.85K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
818+ 100.0% |
$55.4K - $124K
|
1.64K
$122K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
800New |
$54.2K - $122K
|
800
$59.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
706+ 48.36% |
$47.8K - $107K
|
2.17K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
637+ 100.0% |
$43.2K - $96.8K
|
1.27K
$94.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
629+ 100.0% |
$42.6K - $95.6K
|
1.26K
$93.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
585+ 100.0% |
$39.6K - $88.9K
|
1.17K
$87.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
562+ 16.3% |
$38.1K - $85.4K
|
4.01K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
550+ 100.0% |
$37.3K - $83.6K
|
1.1K
$81.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
505+ 100.0% |
$34.2K - $76.7K
|
1.01K
$75.2K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
487+ 523.66% |
$33K - $74K
|
580
$43.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
400+ 53.48% |
$27.1K - $60.8K
|
1.15K
$85.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
389+ 46.36% |
$26.4K - $59.1K
|
1.23K
$91.5K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
350+ 38.89% |
$23.7K - $53.2K
|
1.25K
$93.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
330+ 100.0% |
$22.4K - $50.1K
|
660
$49.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
300+ 100.0% |
$20.3K - $45.6K
|
600
$44.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
252New |
$17.1K - $38.3K
|
252
$18.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200+ 100.0% |
$13.6K - $30.4K
|
400
$29.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 100.0% |
$13.6K - $30.4K
|
400
$29.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
195+ 100.0% |
$13.2K - $29.6K
|
390
$29.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
190+ 100.0% |
$12.9K - $28.9K
|
380
$28.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
188+ 100.0% |
$12.7K - $28.6K
|
376
$28K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
168+ 100.0% |
$11.4K - $25.5K
|
336
$25K
|