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 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
36+ 0.52% |
$5.03K - $5.83K
|
6.89K
$600K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 1.79% |
$4.89K - $5.67K
|
1.99K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35+ 1.28% |
$4.89K - $5.67K
|
2.76K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 1.17% |
$4.75K - $5.51K
|
2.93K
$255K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
32+ 9.76% |
$4.47K - $5.18K
|
360
$31.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
32+ 1.42% |
$4.47K - $5.18K
|
2.28K
$199K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
31+ 1.23% |
$4.33K - $5.02K
|
2.55K
$222K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30+ 0.0% |
$4.19K - $4.86K
|
30.5M
$2.66B
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 2.24% |
$4.19K - $4.86K
|
1.37K
$120K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
29+ 3.35% |
$4.05K - $4.7K
|
894
$77.9K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.29% |
$4.05K - $4.7K
|
9.88K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
28+ 0.01% |
$3.91K - $4.54K
|
345K
$30M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 5.77% |
$3.77K - $4.37K
|
495
$43.1K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
27+ 0.84% |
$3.77K - $4.37K
|
3.25K
$283K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26+ 1.18% |
$3.63K - $4.21K
|
2.24K
$195K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
25+ 1.89% |
$3.49K - $4.05K
|
1.35K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24+ 0.8% |
$3.35K - $3.89K
|
3.04K
$264K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24+ 0.8% |
$3.35K - $3.89K
|
3.04K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22+ 1.98% |
$3.07K - $3.56K
|
1.13K
$98.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 3.89% |
$3.07K - $3.56K
|
588
$51.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$2.93K - $3.4K
|
21
$1.83K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 15.5% |
$2.79K - $3.24K
|
149
$13K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.69% |
$2.79K - $3.24K
|
2.93K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.7% |
$2.51K - $2.92K
|
2.58K
$225K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17+ 1.67% |
$2.37K - $2.75K
|
1.04K
$90.2K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
17+ 0.59% |
$2.37K - $2.75K
|
2.88K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
17+ 1.21% |
$2.37K - $2.75K
|
1.42K
$124K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.52% |
$2.1K - $2.43K
|
2.91K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.49% |
$1.96K - $2.27K
|
2.89K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14New |
$1.96K - $2.27K
|
14
$1.22K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
13+ 2.53% |
$1.82K - $2.11K
|
527
$45.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.29% |
$1.82K - $2.11K
|
4.51K
$393K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$1.68K - $1.94K
|
12
$1.05K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.56% |
$1.68K - $1.94K
|
2.14K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
12+ 0.83% |
$1.68K - $1.94K
|
1.45K
$126K
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
11+ 0.72% |
$1.54K - $1.78K
|
1.55K
$135K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.73% |
$1.4K - $1.62K
|
1.39K
$121K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9+ 23.08% |
$1.26K - $1.46K
|
48
$4.18K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
9New |
$1.26K - $1.46K
|
9
$784
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 72.73% |
$1.12K - $1.3K
|
19
$1.65K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.12K - $1.3K
|
8
$697
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
7+ 0.25% |
$978 - $1.13K
|
2.83K
$247K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$838 - $972
|
6
$523
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$838 - $972
|
6
$523
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6+ 0.18% |
$838 - $972
|
3.28K
$285K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 8.11% |
$838 - $972
|
80
$6.97K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 5.62% |
$698 - $810
|
94
$8.19K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 7.81% |
$698 - $810
|
69
$6.01K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 50.0% |
$698 - $810
|
15
$1.31K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.91% |
$559 - $648
|
444
$38.7K
|