Purchases and Sales Made in Q1 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2024. 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 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
33+ 0.62% |
$2.28K - $2.54K
|
5.35K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
33+ 0.14% |
$2.28K - $2.54K
|
23.7K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
33+ 0.63% |
$2.28K - $2.54K
|
5.27K
$376K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
30+ 0.78% |
$2.08K - $2.31K
|
3.88K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 5.08% |
$1.87K - $2.08K
|
559
$39.9K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
25+ 0.26% |
$1.73K - $1.92K
|
9.8K
$699K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 0.82% |
$1.66K - $1.85K
|
2.96K
$211K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
23+ 0.06% |
$1.59K - $1.77K
|
40.1K
$2.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
21+ 45.65% |
$1.45K - $1.62K
|
67
$4.78K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 2.76% |
$1.45K - $1.62K
|
783
$55.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
18+ 0.33% |
$1.25K - $1.39K
|
5.41K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.47% |
$1.25K - $1.39K
|
3.82K
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
18+ 27.27% |
$1.25K - $1.39K
|
84
$5.99K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
18+ 2.32% |
$1.25K - $1.39K
|
794
$56.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.3% |
$1.04K - $1.15K
|
4.98K
$355K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 0.36% |
$969 - $1.08K
|
3.85K
$275K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.32% |
$969 - $1.08K
|
4.39K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
14+ 24.56% |
$969 - $1.08K
|
71
$5.07K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
13+ 0.72% |
$900 - $1K
|
1.81K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
12+ 0.41% |
$831 - $924
|
2.94K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$692 - $770
|
10
$714
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10+ 38.46% |
$692 - $770
|
36
$2.57K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$692 - $770
|
10
$714
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10+ 0.17% |
$692 - $770
|
5.99K
$427K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 38.46% |
$692 - $770
|
36
$2.57K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10+ 0.62% |
$692 - $770
|
1.62K
$116K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
9+ 0.28% |
$623 - $693
|
3.21K
$229K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
9+ 2.27% |
$623 - $693
|
406
$29K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 20.0% |
$554 - $616
|
48
$3.43K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.77% |
$554 - $616
|
1.05K
$74.8K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.34% |
$485 - $539
|
2.07K
$148K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 75.0% |
$415 - $462
|
14
$999
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.9% |
$415 - $462
|
672
$48K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 17.86% |
$346 - $385
|
33
$2.35K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
$346 - $385
|
10
$714
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.15% |
$346 - $385
|
3.4K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
5+ 9.8% |
$346 - $385
|
56
$4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 100.0% |
$277 - $308
|
8
$571
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4+ 0.08% |
$277 - $308
|
5.1K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.29% |
$277 - $308
|
1.4K
$100K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 1.19% |
$208 - $231
|
255
$18.2K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 2.31% |
$208 - $231
|
133
$9.49K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 11.54% |
$208 - $231
|
29
$2.07K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 5.77% |
$208 - $231
|
55
$3.92K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2+ 0.07% |
$138 - $154
|
2.79K
$199K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.6% |
$138 - $154
|
336
$24K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
2+ 0.03% |
$138 - $154
|
6.34K
$453K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.99% |
$138 - $154
|
205
$14.6K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.04% |
$69.2 - $77
|
97
$6.92K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.28% |
$69.2 - $77
|
357
$25.5K
|