Latest Institutional Purchases of Sempra Energy (SRE)

SRE Quotes by TradingView

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
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
167
+ 100.0%
$11.3K - $25.4K
334 $24.9K
Oct 24, 2023 Q3 2023
Silvant Capital Management LLC

BUY
 -
152
+ 100.0%
$10.3K - $23.1K
304 $22.6K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
150
New
$10.2K - $22.8K
150 $11.2K
Nov 06, 2023 Q3 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
147
+ 100.0%
$9.96K - $22.3K
294 $21.9K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
128
New
$8.67K - $19.4K
128 $9.53K
Nov 14, 2023 Q3 2023
Earnest Partners LLC

Atlanta, GA
BUY
 -
127
+ 100.0%
$8.61K - $19.3K
254 $18.9K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
109
+ 218.0%
$7.39K - $16.6K
159 $11.8K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
100
+ 65.79%
$6.78K - $15.2K
252 $18.8K
Oct 11, 2023 Q3 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
100
+ 34.72%
$6.78K - $15.2K
388 $28.9K
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
99
+ 100.0%
$6.71K - $15K
198 $14.7K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
91
+ 100.0%
$6.17K - $13.8K
182 $13.6K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
77
+ 101.32%
$5.22K - $11.7K
153 $11.4K
Oct 19, 2023 Q3 2023
First Personal Financial Services

BUY
 -
76
+ 100.0%
$5.15K - $11.5K
152 $11.3K
Oct 24, 2023 Q3 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
69
+ 100.0%
$4.68K - $10.5K
138 $10.3K
Nov 13, 2023 Q3 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
53
+ 100.0%
$3.59K - $8.05K
106 $7.9K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
50
New
$3.39K - $7.6K
50 $3.72K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
33
+ 100.0%
$2.24K - $5.01K
66 $4.92K
Nov 13, 2023 Q3 2023
Estabrook Capital Management

New York, NY
BUY
 -
32
+ 100.0%
$2.17K - $4.86K
64 $4.77K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
32
+ 34.04%
$2.17K - $4.86K
126 $9.39K
Nov 15, 2023 Q3 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
29
+ 100.0%
$1.97K - $4.41K
58 $4.32K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
26
New
$1.76K - $3.95K
26 $1.94K
Oct 25, 2023 Q3 2023
Old Second National Bank Of Aurora

BUY
 -
26
+ 100.0%
$1.76K - $3.95K
52 $3.87K
Nov 14, 2023 Q3 2023
Bollard Group LLC

Boston, MA
BUY
 -
20
+ 100.0%
$1.36K - $3.04K
40 $2.98K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
16
New
$1.08K - $2.43K
16 $1.19K
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
9
+ 100.0%
$610 - $1.37K
18 $1.34K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
8
New
$542 - $1.22K
8 $596
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
7
+ 100.0%
$474 - $1.06K
14 $1.04K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
3
+ 100.0%
$203 - $456
6 $447
Q2 2023
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
73K
+ 2.56%
$10.5M - $11.5M
2.92M $218M
Aug 14, 2023 Q2 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
56.7K
New
$8.14M - $8.96M
56.7K $4.23M
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
28.9K
New
$4.15M - $4.57M
28.9K $2.16M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
21.7K
+ 7.06%
$3.12M - $3.43M
329K $24.5M
Aug 15, 2023 Q2 2023
Neo Ivy Capital Management

New York, NY
BUY
 -
8.23K
New
$1.18M - $1.3M
8.23K $613K
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
6.33K
New
$908K - $999K
6.33K $471K
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
6.14K
New
$881K - $970K
6.14K $457K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
2.7K
+ 96.29%
$388K - $427K
5.51K $410K
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
2.56K
New
$367K - $404K
2.56K $191K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
2.33K
New
$335K - $368K
2.33K $174K
Aug 14, 2023 Q2 2023
Advisory Research Inc

Chicago, IL
BUY
 -
1.72K
New
$247K - $272K
1.72K $128K
Aug 10, 2023 Q2 2023
True North Advisors, LLC

BUY
 -
1.64K
New
$236K - $259K
1.64K $122K
Aug 14, 2023 Q2 2023
Wahed Invest LLC

New York, NY
BUY
 -
499
+ 12.41%
$71.6K - $78.8K
4.52K $337K
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
211
New
$30.3K - $33.3K
211 $15.7K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
123
+ 3.04%
$17.7K - $19.4K
4.17K $311K
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
95
+ 4.72%
$13.6K - $15K
2.11K $157K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
88
+ 4.28%
$12.6K - $13.9K
2.15K $160K
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
70
New
$10K - $11.1K
70 $5.21K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
47
+ 0.58%
$6.75K - $7.43K
8.2K $611K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
15
New
$2.15K - $2.37K
15 $1.12K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
10
New
$1.44K - $1.58K
10 $745

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