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 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.56KNew |
$192K - $215K
|
2.56K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.56K+ 20.39% |
$192K - $215K
|
15.1K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.56KNew |
$192K - $215K
|
2.56K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.54KNew |
$190K - $213K
|
2.54K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.53K+ 55.7% |
$190K - $213K
|
7.07K
$659K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.52KNew |
$189K - $212K
|
2.52K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.52KNew |
$189K - $212K
|
2.52K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.52KNew |
$189K - $212K
|
2.52K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$188K - $211K
|
2.51K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.51KNew |
$188K - $211K
|
2.51K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.51KNew |
$188K - $211K
|
2.51K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.49KNew |
$187K - $209K
|
2.49K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.49K+ 7.74% |
$187K - $209K
|
34.6K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.49KNew |
$187K - $209K
|
2.49K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 13.56% |
$184K - $207K
|
20.6K
$1.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
2.46KNew |
$184K - $207K
|
2.46K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.45KNew |
$184K - $206K
|
2.45K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 15.94% |
$183K - $205K
|
17.8K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.43KNew |
$182K - $204K
|
2.43K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.42K+ 6.49% |
$181K - $203K
|
39.6K
$3.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.41KNew |
$180K - $202K
|
2.41K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.4KNew |
$180K - $202K
|
2.4K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.4KNew |
$180K - $202K
|
2.4K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
2.4KNew |
$180K - $202K
|
2.4K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.4KNew |
$180K - $201K
|
2.4K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
2.38K+ 15.92% |
$178K - $200K
|
17.3K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.38K+ 82.36% |
$178K - $200K
|
5.26K
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.25K+ 29.24% |
$169K - $189K
|
9.96K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
2.2K+ 24.18% |
$165K - $185K
|
11.3K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 29.54% |
$164K - $184K
|
9.61K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.19K+ 4.86% |
$164K - $184K
|
47.2K
$4.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.16K+ 4.77% |
$162K - $181K
|
47.4K
$4.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.11K+ 8.24% |
$158K - $178K
|
27.8K
$2.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.01K+ 6.78% |
$151K - $169K
|
31.7K
$2.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2K+ 12.48% |
$150K - $168K
|
18K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.99K+ 0.54% |
$149K - $167K
|
368K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.96K+ 1.74% |
$147K - $165K
|
114K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.88KNew |
$141K - $158K
|
1.88K
$175K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.77K+ 19.92% |
$133K - $149K
|
10.7K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.7K+ 44.75% |
$128K - $143K
|
5.51K
$513K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.7K+ 2.23% |
$127K - $143K
|
78K
$7.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.69K+ 23.16% |
$126K - $142K
|
8.97K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.62K+ 20.57% |
$122K - $136K
|
9.52K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.6K+ 8.82% |
$120K - $134K
|
19.7K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.6K+ 8.25% |
$120K - $134K
|
20.9K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.56KNew |
$117K - $131K
|
1.56K
$146K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.49K+ 4.54% |
$112K - $125K
|
34.3K
$3.2M
|