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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
915+ 55.69% |
$120K - $154K
|
2.56K
$241K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
882+ 20.22% |
$116K - $148K
|
5.24K
$494K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
880+ 4.12% |
$116K - $148K
|
22.3K
$2.1M
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
880+ 4.71% |
$116K - $148K
|
19.6K
$1.84M
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
878+ 4.21% |
$116K - $148K
|
21.7K
$2.05M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
859+ 16.47% |
$113K - $144K
|
6.07K
$573K
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
803+ 4.12% |
$106K - $135K
|
20.3K
$1.91M
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
799+ 48.93% |
$105K - $134K
|
2.43K
$229K
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
794+ 11.26% |
$105K - $133K
|
7.85K
$740K
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
788+ 2.29% |
$104K - $132K
|
35.1K
$3.31M
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
766+ 5.51% |
$101K - $129K
|
14.7K
$1.38M
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
750New |
$98.7K - $126K
|
750
$70.7K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
737New |
$97K - $124K
|
737
$69.5K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
734+ 62.36% |
$96.6K - $123K
|
1.91K
$180K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
697+ 25.71% |
$91.8K - $117K
|
3.41K
$321K
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
682+ 1.81% |
$89.8K - $115K
|
38.3K
$3.61M
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
675+ 13.02% |
$88.9K - $113K
|
5.86K
$552K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
657+ 19.63% |
$86.5K - $110K
|
4K
$377K
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
648+ 22.47% |
$85.3K - $109K
|
3.53K
$333K
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
641+ 3.82% |
$84.4K - $108K
|
17.4K
$1.64M
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
627New |
$82.5K - $105K
|
627
$59.1K
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
620+ 22.84% |
$81.6K - $104K
|
3.34K
$314K
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
BUY
|
- |
600+ 1.75% |
$79K - $101K
|
34.9K
$3.29M
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
600+ 2.29% |
$79K - $101K
|
26.8K
$2.52M
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
596+ 3.07% |
$78.5K - $100K
|
20K
$1.89M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
593+ 101.54% |
$78.1K - $99.7K
|
1.18K
$111K
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
589+ 11.11% |
$77.5K - $99K
|
5.89K
$555K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
587+ 34.15% |
$77.3K - $98.7K
|
2.31K
$217K
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
587+ 6.92% |
$77.3K - $98.7K
|
9.07K
$855K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
555+ 14.1% |
$73.1K - $93.3K
|
4.49K
$423K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
546+ 5.8% |
$71.9K - $91.8K
|
9.96K
$939K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
510+ 20.52% |
$67.1K - $85.7K
|
3K
$282K
|
|
Feb 14, 2024
Q1 2022
|
Kbc Group Nv
|
BUY
|
- |
509+ 2.46% |
$67K - $85.6K
|
21.2K
$2M
|
|
May 06, 2022
Q1 2022
|
Kbc Group Nv
|
BUY
|
- |
509+ 2.46% |
$67K - $85.6K
|
21.2K
$2M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
479+ 1.15% |
$63.1K - $80.5K
|
42.3K
$3.99M
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
454+ 1.01% |
$59.8K - $76.3K
|
45.5K
$4.29M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
452+ 7.19% |
$59.5K - $76K
|
6.74K
$636K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
450New |
$59.2K - $75.7K
|
450
$42.4K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
435+ 0.75% |
$57.3K - $73.1K
|
58.3K
$5.5M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
410+ 3.73% |
$54K - $68.9K
|
11.4K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
409+ 8.27% |
$53.8K - $68.8K
|
5.36K
$505K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
398+ 17.47% |
$52.4K - $66.9K
|
2.68K
$252K
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
383+ 0.65% |
$50.4K - $64.4K
|
59.3K
$5.59M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
380+ 21.51% |
$50K - $63.9K
|
2.15K
$202K
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
362+ 1.48% |
$47.7K - $60.9K
|
24.7K
$2.33M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
355+ 1.05% |
$46.7K - $59.7K
|
34.3K
$3.23M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
354+ 47.77% |
$46.6K - $59.5K
|
1.1K
$103K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
345+ 111.29% |
$45.4K - $58K
|
655
$61.7K
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
345+ 0.25% |
$45.4K - $58K
|
141K
$13.3M
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
337+ 13.34% |
$44.4K - $56.7K
|
2.86K
$270K
|