Purchases and Sales Made in Q1 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2023. 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 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.03% |
$559 - $648
|
14.4K
$1.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
4+ 0.26% |
$559 - $648
|
1.54K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3+ 0.1% |
$419 - $486
|
3.01K
$262K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.6% |
$419 - $486
|
507
$44.2K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3+ 0.04% |
$419 - $486
|
7.61K
$663K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3+ 0.22% |
$419 - $486
|
1.36K
$118K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 14.29% |
$419 - $486
|
24
$2.09K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.64% |
$279 - $324
|
316
$27.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2New |
$279 - $324
|
2
$174
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.11% |
$279 - $324
|
1.84K
$160K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$279 - $324
|
1.91K
$167K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.02% |
$140 - $162
|
4.2K
$366K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1+ 0.3% |
$140 - $162
|
331
$28.8K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$140 - $162
|
2.67K
$233K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 3.85% |
$140 - $162
|
27
$2.35K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$140 - $162
|
1
$87.1
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.65% |
$140 - $162
|
156
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.53% |
$140 - $162
|
189
$16.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1- 0.05% |
$140 - $162
|
2.06K
$179K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$140 - $162
|
3.42K
$298K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$140 - $162
|
2.06K
$179K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2- 0.14% |
$279 - $324
|
1.43K
$125K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 5.26% |
$279 - $324
|
36
$3.14K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 0.71% |
$279 - $324
|
279
$24.3K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 66.67% |
$279 - $324
|
1
$87.1
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3- 0.05% |
$419 - $486
|
6.1K
$531K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3- 0.07% |
$419 - $486
|
4.49K
$391K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3- 2.78% |
$419 - $486
|
105
$9.15K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3- 0.4% |
$419 - $486
|
748
$65.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$559 - $648
|
2.43K
$211K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-4- 11.76% |
$559 - $648
|
30
$2.61K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4- 0.13% |
$559 - $648
|
3.18K
$277K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4- 1.69% |
$559 - $648
|
232
$20.2K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5- 1.37% |
$698 - $810
|
361
$31.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 4.0% |
$698 - $810
|
120
$10.5K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 4.35% |
$838 - $972
|
132
$11.5K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7- 4.64% |
$978 - $1.13K
|
144
$12.5K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-7- 0.27% |
$978 - $1.13K
|
2.55K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7- 0.65% |
$978 - $1.13K
|
1.07K
$93.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.47% |
$1.12K - $1.3K
|
1.69K
$147K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 58.82% |
$1.4K - $1.62K
|
7
$610
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 5.0% |
$1.4K - $1.62K
|
190
$16.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 12.05% |
$1.4K - $1.62K
|
73
$6.36K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10- 14.49% |
$1.4K - $1.62K
|
59
$5.14K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-11- 0.53% |
$1.54K - $1.78K
|
2.07K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-11- 0.73% |
$1.54K - $1.78K
|
1.5K
$131K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12- 0.3% |
$1.68K - $1.94K
|
3.92K
$342K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13- 0.95% |
$1.82K - $2.11K
|
1.36K
$119K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 13.54% |
$1.82K - $2.11K
|
83
$7.23K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-13- 0.02% |
$1.82K - $2.11K
|
67.8K
$5.9M
|