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 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
320+ 3.65% |
$42.1K - $53.8K
|
9.09K
$846K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
313+ 0.16% |
$41.2K - $52.6K
|
192K
$17.9M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
310+ 10.37% |
$40.8K - $52.1K
|
3.3K
$307K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
307New |
$40.4K - $51.6K
|
307
$28.6K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
303New |
$39.9K - $50.9K
|
303
$28.2K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
300New |
$39.5K - $50.4K
|
300
$27.9K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
297+ 11.41% |
$39.1K - $49.9K
|
2.9K
$270K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
292+ 18.45% |
$38.4K - $49.1K
|
1.88K
$175K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
292New |
$38.4K - $49.1K
|
292
$27.2K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
290+ 3.94% |
$38.2K - $48.8K
|
7.66K
$713K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
290+ 0.4% |
$38.2K - $48.8K
|
73.2K
$6.81M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
290+ 19.1% |
$38.2K - $48.8K
|
1.81K
$168K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
277+ 3.1% |
$36.5K - $46.6K
|
9.21K
$857K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
274+ 2.4% |
$36.1K - $46.1K
|
11.7K
$1.09M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
247New |
$32.5K - $41.5K
|
247
$23K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
242New |
$31.9K - $40.7K
|
242
$22.5K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
214+ 1.62% |
$28.2K - $36K
|
13.4K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
213+ 6.22% |
$28K - $35.8K
|
3.64K
$339K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
211+ 5.03% |
$27.8K - $35.5K
|
4.41K
$411K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$26.3K - $33.6K
|
200
$18.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.0% |
$26.3K - $33.6K
|
20.2K
$1.88M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
195+ 6.98% |
$25.7K - $32.8K
|
2.99K
$278K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
193+ 11.46% |
$25.4K - $32.4K
|
1.88K
$175K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
192+ 6.59% |
$25.3K - $32.3K
|
3.11K
$289K
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
184+ 11.81% |
$24.2K - $30.9K
|
1.74K
$162K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
184+ 2.65% |
$24.2K - $30.9K
|
7.12K
$663K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
182+ 5.64% |
$24K - $30.6K
|
3.41K
$318K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
176+ 7.55% |
$23.2K - $29.6K
|
2.51K
$233K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
175+ 6.07% |
$23K - $29.4K
|
3.06K
$285K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
173+ 4.34% |
$22.8K - $29.1K
|
4.16K
$387K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
172+ 0.21% |
$22.6K - $28.9K
|
80.6K
$7.5M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
171+ 3.21% |
$22.5K - $28.7K
|
5.5K
$512K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
171+ 0.93% |
$22.5K - $28.7K
|
18.6K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
168New |
$22.1K - $28.2K
|
168
$15.6K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
168+ 0.19% |
$22.1K - $28.2K
|
87.6K
$8.16M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
156New |
$20.5K - $26.2K
|
156
$14.5K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
155+ 0.68% |
$20.4K - $26.1K
|
23.1K
$2.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
154+ 2.6% |
$20.3K - $25.9K
|
6.08K
$566K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
152+ 10.03% |
$20K - $25.6K
|
1.67K
$155K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
143+ 23.56% |
$18.8K - $24K
|
750
$69.8K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
140+ 4.74% |
$18.4K - $23.5K
|
3.09K
$288K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
139+ 4.7% |
$18.3K - $23.4K
|
3.09K
$288K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
137+ 6.46% |
$18K - $23K
|
2.26K
$210K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
127+ 6.65% |
$16.7K - $21.4K
|
2.04K
$190K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
124+ 5.62% |
$16.3K - $20.8K
|
2.33K
$217K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
120New |
$15.8K - $20.2K
|
120
$11.2K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
119+ 42.5% |
$15.7K - $20K
|
399
$37.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
117+ 13.27% |
$15.4K - $19.7K
|
999
$93K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
117+ 4.6% |
$15.4K - $19.7K
|
2.66K
$248K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
112New |
$14.7K - $18.8K
|
112
$10.4K
|