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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 21.05% |
$1.15K - $1.26K
|
46
$3.43K
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$144 - $158
|
1
$74.5
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$144 - $158
|
615
$45.8K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
78.9K+ 14.76% |
$11M - $12.8M
|
614K
$45.7M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.66KNew |
$511K - $593K
|
3.66K
$273K
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.79KNew |
$390K - $452K
|
2.79K
$208K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$346K - $402K
|
2.48K
$185K
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.83KNew |
$255K - $296K
|
1.83K
$136K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.76KNew |
$245K - $285K
|
1.76K
$131K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.36KNew |
$190K - $221K
|
1.36K
$101K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.34KNew |
$186K - $216K
|
1.34K
$99.4K
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
900New |
$126K - $146K
|
900
$67K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
543New |
$75.9K - $88K
|
543
$40.4K
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
498+ 22.87% |
$69.6K - $80.7K
|
2.68K
$199K
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
473+ 23.5% |
$66.1K - $76.6K
|
2.49K
$185K
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
462+ 3.47% |
$64.5K - $74.9K
|
13.8K
$1.03M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
318+ 16.81% |
$44.4K - $51.5K
|
2.21K
$165K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49New |
$6.84K - $7.94K
|
49
$3.65K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 2.24% |
$4.19K - $4.86K
|
1.37K
$102K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$2.93K - $3.4K
|
21
$1.56K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14New |
$1.96K - $2.27K
|
14
$1.04K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$1.68K - $1.94K
|
12
$894
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$838 - $972
|
6
$447
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$140 - $162
|
1
$74.5
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.86MNew |
$400M - $478M
|
2.86M
$213M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
114K+ 11.24% |
$15.9M - $19M
|
1.12M
$83.8M
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
105KNew |
$14.6M - $17.5M
|
105K
$7.81M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
22.6KNew |
$3.15M - $3.77M
|
22.6K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.74K+ 2.23% |
$1.36M - $1.63M
|
447K
$33.3M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.52KNew |
$1.33M - $1.59M
|
9.52K
$709K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.89KNew |
$963K - $1.15M
|
6.89K
$513K
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.86KNew |
$819K - $980K
|
5.86K
$436K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.21KNew |
$727K - $871K
|
5.21K
$388K
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.62KNew |
$367K - $439K
|
2.62K
$195K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.37KNew |
$331K - $396K
|
2.37K
$176K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.78KNew |
$249K - $298K
|
1.78K
$133K
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$241K - $289K
|
1.73K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.51KNew |
$212K - $253K
|
1.51K
$113K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.39KNew |
$195K - $233K
|
1.39K
$104K
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.37KNew |
$191K - $229K
|
1.37K
$102K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.32KNew |
$184K - $220K
|
1.32K
$98K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.13KNew |
$158K - $189K
|
1.13K
$84.2K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.09KNew |
$152K - $183K
|
1.09K
$81.3K
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.06KNew |
$149K - $178K
|
1.06K
$79.2K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
746New |
$104K - $125K
|
746
$55.6K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
744+ 4.08% |
$104K - $124K
|
19K
$1.41M
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
700New |
$97.8K - $117K
|
700
$52.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
609New |
$85.1K - $102K
|
609
$45.4K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
471+ 29.44% |
$65.8K - $78.8K
|
2.07K
$154K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
339+ 5.27% |
$47.4K - $56.7K
|
6.77K
$504K
|