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 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-4- 0.37% |
$277 - $308
|
1.08K
$76.9K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4- 0.01% |
$277 - $308
|
38.2K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6- 1.29% |
$415 - $462
|
458
$32.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-7- 0.04% |
$485 - $539
|
17.1K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9- 0.12% |
$623 - $693
|
7.47K
$533K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-11- 0.37% |
$762 - $847
|
2.98K
$213K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-12- 15.0% |
$831 - $924
|
68
$4.85K
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-13- 0.33% |
$900 - $1K
|
3.97K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-13- 5.49% |
$900 - $1K
|
224
$16K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-14- 0.02% |
$969 - $1.08K
|
89.5K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-17- 0.41% |
$1.18K - $1.31K
|
4.11K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 7.06% |
$1.25K - $1.39K
|
237
$16.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-20- 0.4% |
$1.38K - $1.54K
|
5.03K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-20- 0.47% |
$1.38K - $1.54K
|
4.24K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-21- 0.82% |
$1.45K - $1.62K
|
2.54K
$181K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-22- 33.33% |
$1.52K - $1.69K
|
44
$3.14K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 24.21% |
$1.59K - $1.77K
|
72
$5.14K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-23- 0.65% |
$1.59K - $1.77K
|
3.49K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-26- 0.86% |
$1.8K - $2K
|
2.99K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-30- 1.88% |
$2.08K - $2.31K
|
1.57K
$112K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 4.38% |
$2.42K - $2.69K
|
764
$54.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36- 3.74% |
$2.49K - $2.77K
|
926
$66.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-37- 0.65% |
$2.56K - $2.85K
|
5.62K
$401K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37- 0.4% |
$2.56K - $2.85K
|
9.13K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39- 0.72% |
$2.7K - $3K
|
5.39K
$385K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-39- 0.82% |
$2.7K - $3K
|
4.72K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40- 0.82% |
$2.77K - $3.08K
|
4.85K
$346K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-45- 6.68% |
$3.12K - $3.46K
|
629
$44.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-48- 10.93% |
$3.32K - $3.69K
|
391
$27.9K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-50- 0.97% |
$3.46K - $3.85K
|
5.08K
$363K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-52- 0.24% |
$3.6K - $4K
|
21.5K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-52- 0.83% |
$3.6K - $4K
|
6.21K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-53- 0.69% |
$3.67K - $4.08K
|
7.62K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-53- 1.74% |
$3.67K - $4.08K
|
3K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-56- 10.2% |
$3.88K - $4.31K
|
493
$35.2K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-58- 0.56% |
$4.02K - $4.46K
|
10.2K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60- 1.08% |
$4.15K - $4.62K
|
5.51K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-60- 27.15% |
$4.15K - $4.62K
|
161
$11.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-60- 1.02% |
$4.15K - $4.62K
|
5.8K
$414K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 29.27% |
$4.15K - $4.62K
|
145
$10.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-69- 0.79% |
$4.78K - $5.31K
|
8.71K
$621K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-71- 1.8% |
$4.92K - $5.46K
|
3.88K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-74- 0.02% |
$5.12K - $5.7K
|
375K
$26.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 1.49% |
$5.33K - $5.93K
|
5.08K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-80- 53.69% |
$5.54K - $6.16K
|
69
$4.92K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-81- 7.07% |
$5.61K - $6.23K
|
1.07K
$76K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-82- 0.17% |
$5.68K - $6.31K
|
47.8K
$3.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-87- 1.3% |
$6.02K - $6.7K
|
6.63K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-89- 1.77% |
$6.16K - $6.85K
|
4.95K
$353K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-89- 1.96% |
$6.16K - $6.85K
|
4.45K
$317K
|