Purchases and Sales Made in Q1 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2022. The information is specifically focused on institutions that hold shares of SEMPRA ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 2.35% |
$3.03K - $3.87K
|
1K
$95K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
22+ 0.19% |
$2.9K - $3.7K
|
11.7K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.81% |
$2.9K - $3.7K
|
2.73K
$258K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
21+ 300.0% |
$2.76K - $3.53K
|
28
$2.65K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
20+ 0.49% |
$2.63K - $3.36K
|
4.1K
$388K
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.77% |
$2.63K - $3.36K
|
2.62K
$248K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
19+ 1.17% |
$2.5K - $3.19K
|
1.64K
$155K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19New |
$2.5K - $3.19K
|
19
$1.8K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16+ 1.0% |
$2.11K - $2.69K
|
1.61K
$153K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16New |
$2.11K - $2.69K
|
16
$1.52K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 2.67% |
$2.11K - $2.69K
|
616
$58.3K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 0.47% |
$1.97K - $2.52K
|
3.18K
$301K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.85% |
$1.84K - $2.35K
|
1.66K
$157K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13+ 11.61% |
$1.71K - $2.19K
|
125
$11.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
12+ 44.44% |
$1.58K - $2.02K
|
39
$3.69K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.34% |
$1.58K - $2.02K
|
3.51K
$332K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10+ 6.85% |
$1.32K - $1.68K
|
156
$14.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.96% |
$1.32K - $1.68K
|
1.05K
$99.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
9+ 0.48% |
$1.18K - $1.51K
|
1.88K
$178K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9+ 0.33% |
$1.18K - $1.51K
|
2.74K
$260K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 6.25% |
$1.05K - $1.34K
|
136
$12.9K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8New |
$1.05K - $1.34K
|
8
$758
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8New |
$1.05K - $1.34K
|
8
$758
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
7New |
$922 - $1.18K
|
7
$663
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 150.0% |
$790 - $1.01K
|
10
$947
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
6+ 60.0% |
$790 - $1.01K
|
16
$1.52K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
5+ 5.0% |
$658 - $841
|
105
$9.94K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.93% |
$658 - $841
|
541
$51.2K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 8.16% |
$527 - $672
|
53
$5.02K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
4New |
$527 - $672
|
4
$379
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.82% |
$527 - $672
|
492
$46.6K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.1% |
$395 - $504
|
3.09K
$292K
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3+ 0.19% |
$395 - $504
|
1.58K
$149K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3+ 0.11% |
$395 - $504
|
2.62K
$248K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.3% |
$395 - $504
|
1.01K
$95.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 0.43% |
$395 - $504
|
703
$66.6K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$395 - $504
|
3
$284
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.61% |
$263 - $336
|
329
$31.2K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.32% |
$132 - $168
|
77
$7.29K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.73% |
$132 - $168
|
138
$13.1K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-2- 0.09% |
$263 - $336
|
2.3K
$218K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3Closed |
$395 - $504
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 3.53% |
$395 - $504
|
82
$7.76K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5- 0.19% |
$658 - $841
|
2.7K
$255K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 1.1% |
$658 - $841
|
451
$42.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6- 0.01% |
$790 - $1.01K
|
106K
$10M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6- 0.22% |
$790 - $1.01K
|
2.7K
$256K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6- 0.22% |
$790 - $1.01K
|
2.69K
$255K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 2.68% |
$1.05K - $1.34K
|
291
$27.6K
|