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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.87KNew |
$45.8K - $329K
|
1.87K
$132K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
1.55KNew |
$37.9K - $272K
|
1.55K
$109K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.51KNew |
$37K - $266K
|
1.51K
$106K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.45KNew |
$35.4K - $254K
|
1.45K
$102K
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
BUY
|
- |
1.37KNew |
$33.4K - $240K
|
1.37K
$95.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.36KNew |
$33.2K - $238K
|
1.36K
$95.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.3K+ 10.26% |
$31.8K - $228K
|
14K
$980K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
544+ 6.48% |
$13.3K - $95.6K
|
8.94K
$627K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
395+ 4.31% |
$9.67K - $69.4K
|
9.55K
$671K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
285+ 18.84% |
$6.97K - $50.1K
|
1.8K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$4.89K - $35.1K
|
200
$14K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
153+ 1.02% |
$3.74K - $26.9K
|
15.1K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
83New |
$2.03K - $14.6K
|
83
$5.83K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
48New |
$1.17K - $8.43K
|
48
$3.37K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
24New |
$587 - $4.22K
|
24
$1.69K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
24+ 0.94% |
$587 - $4.22K
|
2.57K
$181K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 32.79% |
$489 - $3.51K
|
81
$5.69K
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5+ 0.16% |
$122 - $878
|
3.09K
$217K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$122 - $878
|
5
$351
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
5New |
$122 - $878
|
5
$351
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
85K+ 63.62% |
$11.9M - $14.7M
|
219K
$15.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.2KNew |
$1.7M - $2.11M
|
12.2K
$856K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
9.89KNew |
$1.38M - $1.71M
|
9.89K
$694K
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
9.69KNew |
$1.35M - $1.67M
|
9.69K
$681K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.1KNew |
$432K - $535K
|
3.1K
$218K
|
|
|
Nov 07, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.76KNew |
$384K - $476K
|
2.76K
$193K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.48KNew |
$207K - $256K
|
1.48K
$104K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.48KNew |
$206K - $256K
|
1.48K
$104K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
701New |
$97.8K - $121K
|
701
$49.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
557+ 5.85% |
$77.7K - $96.2K
|
10.1K
$707K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
544+ 1.46% |
$75.9K - $93.9K
|
37.8K
$2.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
516New |
$72K - $89.1K
|
516
$36.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
394+ 16.2% |
$55K - $68K
|
2.83K
$198K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
328+ 7.36% |
$45.8K - $56.6K
|
4.78K
$336K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
274New |
$38.2K - $47.3K
|
274
$19.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
159+ 12.17% |
$22.2K - $27.5K
|
1.47K
$103K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
130New |
$18.1K - $22.4K
|
130
$9.13K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
123+ 16.4% |
$17.2K - $21.2K
|
873
$61.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
64New |
$8.93K - $11.1K
|
64
$4.49K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
20+ 0.74% |
$2.79K - $3.45K
|
2.71K
$190K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
18+ 12.59% |
$2.51K - $3.11K
|
161
$11.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
10+ 0.3% |
$1.39K - $1.73K
|
3.39K
$238K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9New |
$1.26K - $1.55K
|
9
$632
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$139 - $173
|
1.44K
$101K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.63% |
$139 - $173
|
161
$11.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$139 - $173
|
3.62K
$254K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
100KNew |
$13.2M - $16.8M
|
100K
$7.02M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83.7KNew |
$11M - $14.1M
|
83.7K
$5.88M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
1.51KNew |
$198K - $253K
|
1.51K
$106K
|
|
|
May 24, 2022
Q1 2022
|
Chelsea Counsel CO
|
BUY
|
- |
1.5KNew |
$198K - $253K
|
1.5K
$106K
|
|