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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 5.77% |
$208 - $231
|
55
$5.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 11.54% |
$208 - $231
|
29
$2.68K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 2.31% |
$208 - $231
|
133
$12.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2+ 0.07% |
$138 - $154
|
2.79K
$258K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.6% |
$138 - $154
|
336
$31K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
2+ 0.03% |
$138 - $154
|
6.34K
$585K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.99% |
$138 - $154
|
205
$18.9K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.04% |
$69.2 - $77
|
97
$8.95K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.28% |
$69.2 - $77
|
357
$32.9K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4- 0.01% |
$277 - $308
|
38.2K
$3.52M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-4- 0.37% |
$277 - $308
|
1.08K
$99.5K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6- 1.29% |
$415 - $462
|
458
$42.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-7- 0.04% |
$485 - $539
|
17.1K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9- 0.12% |
$623 - $693
|
7.47K
$689K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-11- 0.37% |
$762 - $847
|
2.98K
$275K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-12- 15.0% |
$831 - $924
|
68
$6.28K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-13- 5.49% |
$900 - $1K
|
224
$20.7K
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-13- 0.33% |
$900 - $1K
|
3.97K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-14- 0.02% |
$969 - $1.08K
|
89.5K
$8.26M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-17- 0.41% |
$1.18K - $1.31K
|
4.11K
$379K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 7.06% |
$1.25K - $1.39K
|
237
$21.9K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-20- 0.47% |
$1.38K - $1.54K
|
4.24K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-20- 0.4% |
$1.38K - $1.54K
|
5.03K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-21- 0.82% |
$1.45K - $1.62K
|
2.54K
$235K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-22- 33.33% |
$1.52K - $1.69K
|
44
$4.06K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 24.21% |
$1.59K - $1.77K
|
72
$6.64K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-23- 0.65% |
$1.59K - $1.77K
|
3.49K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-26- 0.86% |
$1.8K - $2K
|
2.99K
$276K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 1.88% |
$2.08K - $2.31K
|
1.57K
$145K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 4.38% |
$2.42K - $2.69K
|
764
$70.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36- 3.74% |
$2.49K - $2.77K
|
926
$85.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-37- 0.65% |
$2.56K - $2.85K
|
5.62K
$519K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37- 0.4% |
$2.56K - $2.85K
|
9.13K
$842K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-39- 0.82% |
$2.7K - $3K
|
4.72K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39- 0.72% |
$2.7K - $3K
|
5.39K
$498K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40- 0.82% |
$2.77K - $3.08K
|
4.85K
$447K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-45- 6.68% |
$3.12K - $3.46K
|
629
$58.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-48- 10.93% |
$3.32K - $3.69K
|
391
$36.1K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-50- 0.97% |
$3.46K - $3.85K
|
5.08K
$469K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-52- 0.83% |
$3.6K - $4K
|
6.21K
$573K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-52- 0.24% |
$3.6K - $4K
|
21.5K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-53- 0.69% |
$3.67K - $4.08K
|
7.62K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-53- 1.74% |
$3.67K - $4.08K
|
3K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-56- 10.2% |
$3.88K - $4.31K
|
493
$45.5K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-58- 0.56% |
$4.02K - $4.46K
|
10.2K
$942K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 1.08% |
$4.15K - $4.62K
|
5.51K
$509K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 29.27% |
$4.15K - $4.62K
|
145
$13.4K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-60- 27.15% |
$4.15K - $4.62K
|
161
$14.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-60- 1.02% |
$4.15K - $4.62K
|
5.8K
$535K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-69- 0.79% |
$4.78K - $5.31K
|
8.71K
$804K
|