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 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-899- 6.33% |
$126K - $146K
|
13.3K
$1.16M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-908- 50.0% |
$127K - $147K
|
908
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-973- 84.76% |
$136K - $158K
|
175
$15.2K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-974- 1.19% |
$136K - $158K
|
81.1K
$7.07M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-984- 13.44% |
$137K - $159K
|
6.34K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-994- 40.46% |
$139K - $161K
|
1.46K
$127K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.02K- 67.69% |
$142K - $165K
|
486
$42.3K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.06K- 37.49% |
$148K - $172K
|
1.77K
$154K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.1K- 5.5% |
$154K - $178K
|
18.9K
$1.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 5.09% |
$156K - $181K
|
20.8K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-1.13K- 38.4% |
$157K - $182K
|
1.81K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.14K- 22.95% |
$159K - $185K
|
3.82K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.18K- 18.39% |
$165K - $191K
|
5.23K
$456K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.21K- 30.74% |
$169K - $197K
|
2.73K
$238K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.22K- 2.69% |
$170K - $198K
|
44.1K
$3.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.23K- 19.41% |
$171K - $199K
|
5.09K
$443K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.23K- 16.34% |
$172K - $199K
|
6.3K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.3K- 3.59% |
$181K - $210K
|
34.8K
$3.03M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.3K- 37.23% |
$182K - $211K
|
2.2K
$191K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.33K- 8.77% |
$186K - $216K
|
13.8K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-1.41K- 42.21% |
$196K - $228K
|
1.93K
$168K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.42K- 4.32% |
$199K - $230K
|
31.5K
$2.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.5K- 33.88% |
$210K - $243K
|
2.93K
$255K
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 0.66% |
$217K - $251K
|
232K
$20.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.56K- 6.53% |
$218K - $253K
|
22.4K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 37.14% |
$221K - $256K
|
2.68K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.59K- 19.69% |
$222K - $258K
|
6.49K
$565K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.7K- 2.41% |
$237K - $275K
|
68.6K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.73K- 1.3% |
$241K - $280K
|
131K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.77K- 0.45% |
$247K - $286K
|
391K
$34M
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-1.8K- 15.65% |
$251K - $292K
|
9.7K
$845K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.82K- 13.79% |
$254K - $294K
|
11.3K
$988K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.85K- 19.12% |
$259K - $300K
|
7.84K
$683K
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.87K- 7.23% |
$261K - $302K
|
24K
$2.09M
|
|
|
Jan 31, 2024
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-1.9K- 50.01% |
$265K - $308K
|
1.9K
$165K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 49.6% |
$268K - $311K
|
1.95K
$170K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.07K- 2.74% |
$289K - $336K
|
73.4K
$6.39M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.07K- 13.68% |
$290K - $336K
|
13.1K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 22.18% |
$290K - $337K
|
7.29K
$635K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.15K- 45.57% |
$300K - $348K
|
2.57K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-2.24K- 14.59% |
$313K - $363K
|
13.1K
$1.14M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.33K- 13.5% |
$325K - $378K
|
14.9K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.37K- 2.71% |
$331K - $384K
|
84.9K
$7.4M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.39K- 84.05% |
$334K - $387K
|
453
$39.5K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.56K- 64.32% |
$357K - $414K
|
1.42K
$124K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.6K- 1.55% |
$363K - $421K
|
165K
$14.4M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.62K- 60.19% |
$366K - $425K
|
1.74K
$151K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.65K- 9.24% |
$370K - $430K
|
26.1K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-2.68K- 13.91% |
$374K - $433K
|
16.6K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.88K- 45.47% |
$403K - $467K
|
3.46K
$301K
|