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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.36KNew |
$179K - $229K
|
1.36K
$96.5K
|
|
May 16, 2022
Q1 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.36K+ 36.4% |
$179K - $228K
|
5.09K
$360K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.35KNew |
$178K - $228K
|
1.35K
$95.8K
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35KNew |
$178K - $227K
|
1.35K
$95.5K
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.35KNew |
$177K - $226K
|
1.35K
$95.3K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.34K+ 21.86% |
$177K - $225K
|
7.48K
$529K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.34KNew |
$176K - $225K
|
1.34K
$94.8K
|
|
May 16, 2022
Q1 2022
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
1.34KNew |
$176K - $225K
|
1.34K
$94.8K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.33KNew |
$175K - $224K
|
1.33K
$94.3K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.33KNew |
$175K - $224K
|
1.33K
$94.3K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.33KNew |
$175K - $224K
|
1.33K
$94.2K
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.33KNew |
$174K - $223K
|
1.33K
$93.8K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.31KNew |
$173K - $220K
|
1.31K
$92.8K
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
1.31KNew |
$172K - $220K
|
1.31K
$92.5K
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
1.3KNew |
$171K - $219K
|
1.3K
$92.1K
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.3KNew |
$171K - $219K
|
1.3K
$92K
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
1.28KNew |
$168K - $215K
|
1.28K
$90.4K
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
1.28KNew |
$168K - $215K
|
1.28K
$90.4K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.28K+ 30.7% |
$168K - $214K
|
5.43K
$384K
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.26K+ 13.24% |
$166K - $212K
|
10.8K
$764K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$166K - $212K
|
1.26K
$89.2K
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.26KNew |
$166K - $211K
|
1.26K
$89K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.25KNew |
$165K - $211K
|
1.25K
$88.7K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.25KNew |
$165K - $210K
|
1.25K
$88.5K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.24KNew |
$164K - $209K
|
1.24K
$87.9K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.24KNew |
$163K - $208K
|
1.24K
$87.6K
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
- |
1.23KNew |
$162K - $207K
|
1.23K
$87.3K
|
|
Apr 12, 2022
Q1 2022
|
Pacific Wealth Management
|
BUY
|
- |
1.22KNew |
$161K - $205K
|
1.22K
$86.3K
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.22KNew |
$161K - $205K
|
1.22K
$86.3K
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.22KNew |
$161K - $205K
|
1.22K
$86.3K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.21KNew |
$160K - $204K
|
1.21K
$85.9K
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.21KNew |
$160K - $204K
|
1.21K
$85.8K
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.21KNew |
$159K - $203K
|
1.21K
$85.6K
|
|
Jun 21, 2022
Q1 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.2K+ 53.0% |
$158K - $202K
|
3.46K
$245K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.18KNew |
$156K - $199K
|
1.18K
$83.8K
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.17K+ 4.87% |
$154K - $197K
|
25.2K
$1.78M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.15K+ 36.89% |
$151K - $193K
|
4.26K
$302K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.12K+ 8.07% |
$148K - $189K
|
15.1K
$1.07M
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.12K+ 8.15% |
$147K - $188K
|
14.9K
$1.05M
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.12K+ 5.8% |
$147K - $187K
|
20.4K
$1.44M
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.11K+ 7.23% |
$146K - $187K
|
16.5K
$1.17M
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.06K+ 4.41% |
$140K - $178K
|
25.1K
$1.78M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06KNew |
$139K - $178K
|
1.06K
$74.9K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.04K+ 5.91% |
$137K - $175K
|
18.7K
$1.32M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.04K+ 21.18% |
$137K - $175K
|
5.95K
$421K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
1.04K+ 8.21% |
$136K - $174K
|
13.7K
$967K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1K+ 30.51% |
$132K - $168K
|
4.28K
$303K
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1K+ 11.88% |
$132K - $168K
|
9.43K
$667K
|
|
Apr 26, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
993+ 0.71% |
$131K - $167K
|
141K
$9.98M
|
|
Dec 01, 2022
Q1 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
993+ 0.71% |
$131K - $167K
|
141K
$9.98M
|