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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
121+ 51.71% |
$16.9K - $19.6K
|
355
$30.9K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
121+ 1.69% |
$16.9K - $19.6K
|
7.27K
$633K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
117+ 5.44% |
$16.3K - $19K
|
2.27K
$198K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
116+ 5.66% |
$16.2K - $18.8K
|
2.17K
$189K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
116+ 2.53% |
$16.2K - $18.8K
|
4.71K
$410K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
114+ 15.3% |
$15.9K - $18.5K
|
859
$74.8K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
113+ 1.23% |
$15.8K - $18.3K
|
9.33K
$812K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
112+ 0.77% |
$15.6K - $18.1K
|
14.6K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
107+ 1.67% |
$14.9K - $17.3K
|
6.5K
$566K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
104+ 5.73% |
$14.5K - $16.9K
|
1.92K
$167K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
100New |
$14K - $16.2K
|
100
$8.71K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.49% |
$14K - $16.2K
|
20.4K
$1.78M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
96+ 2.0% |
$13.4K - $15.6K
|
4.9K
$427K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
94+ 276.47% |
$13.1K - $15.2K
|
128
$11.1K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
91+ 5.53% |
$12.7K - $14.7K
|
1.74K
$151K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
86+ 3.52% |
$12K - $13.9K
|
2.53K
$220K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
78+ 0.16% |
$10.9K - $12.6K
|
48.1K
$4.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
76+ 13.15% |
$10.6K - $12.3K
|
654
$57K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
75New |
$10.5K - $12.2K
|
75
$6.53K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
73New |
$10.2K - $11.8K
|
73
$6.36K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
72+ 0.01% |
$10.1K - $11.7K
|
894K
$77.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
70+ 0.32% |
$9.78K - $11.3K
|
22.2K
$1.93M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69+ 0.53% |
$9.64K - $11.2K
|
13.1K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
68+ 31.92% |
$9.5K - $11K
|
281
$24.5K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
68+ 13.88% |
$9.5K - $11K
|
558
$48.6K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
65New |
$9.08K - $10.5K
|
65
$5.66K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
65+ 0.72% |
$9.08K - $10.5K
|
9.05K
$788K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
63+ 1.98% |
$8.8K - $10.2K
|
3.24K
$282K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
62+ 4.49% |
$8.66K - $10K
|
1.44K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60+ 1.38% |
$8.38K - $9.72K
|
4.41K
$384K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
60+ 2.18% |
$8.38K - $9.72K
|
2.82K
$245K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
59+ 2.49% |
$8.24K - $9.56K
|
2.43K
$211K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
56+ 3.83% |
$7.82K - $9.07K
|
1.52K
$132K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
56+ 0.11% |
$7.82K - $9.07K
|
51.9K
$4.52M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50New |
$6.98K - $8.1K
|
50
$4.36K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49New |
$6.84K - $7.94K
|
49
$4.27K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
49+ 0.39% |
$6.84K - $7.94K
|
12.7K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
48+ 6.55% |
$6.71K - $7.78K
|
781
$68K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47New |
$6.57K - $7.62K
|
47
$4.09K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
43+ 4.19% |
$6.01K - $6.97K
|
1.07K
$93.2K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
42+ 2.17% |
$5.87K - $6.81K
|
1.98K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42+ 1.4% |
$5.87K - $6.81K
|
3.04K
$265K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
42+ 0.41% |
$5.87K - $6.81K
|
10.4K
$904K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
41+ 9.83% |
$5.73K - $6.64K
|
458
$39.9K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
40+ 8.0% |
$5.59K - $6.48K
|
540
$47K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 1.14% |
$5.59K - $6.48K
|
3.56K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$5.31K - $6.16K
|
38
$3.31K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
38+ 0.72% |
$5.31K - $6.16K
|
5.34K
$465K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
38+ 0.8% |
$5.31K - $6.16K
|
4.8K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36+ 29.51% |
$5.03K - $5.83K
|
158
$13.8K
|