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 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-991- 10.94% |
$68.6K - $76.3K
|
8.07K
$701K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-996- 24.59% |
$69K - $76.7K
|
3.05K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 61.2% |
$69.2K - $77K
|
634
$55K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 6.75% |
$71.9K - $79.9K
|
14.3K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 3.71% |
$74.5K - $82.8K
|
27.9K
$2.42M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.08K- 5.96% |
$75K - $83.3K
|
17.1K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 11.45% |
$76.4K - $84.9K
|
8.53K
$740K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.11K- 25.97% |
$76.5K - $85K
|
3.15K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.11K- 26.33% |
$77.1K - $85.7K
|
3.12K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 25.41% |
$77.7K - $86.3K
|
3.29K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-1.22K- 0.45% |
$84.5K - $94K
|
269K
$23.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.22K- 1.6% |
$84.7K - $94.2K
|
75.4K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.25K- 25.76% |
$86.3K - $96K
|
3.59K
$312K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.26K- 8.81% |
$87.2K - $97K
|
13K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.31K- 0.71% |
$90.6K - $101K
|
183K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.34K- 21.06% |
$93.1K - $103K
|
5.04K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.37K- 0.94% |
$95.1K - $106K
|
145K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.4K- 5.37% |
$96.9K - $108K
|
24.7K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.4K- 5.75% |
$96.9K - $108K
|
22.9K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.42K- 8.95% |
$98.3K - $109K
|
14.4K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.43KClosed |
$98.7K - $110K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.44K- 4.7% |
$99.8K - $111K
|
29.2K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.48K- 95.73% |
$102K - $114K
|
66
$5.73K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.48K- 6.36% |
$103K - $114K
|
21.8K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 3.94% |
$104K - $115K
|
36.6K
$3.18M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.54K- 2.83% |
$107K - $119K
|
52.9K
$4.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.61K- 7.06% |
$112K - $124K
|
21.2K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 31.01% |
$113K - $125K
|
3.62K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.65K- 7.37% |
$114K - $127K
|
20.8K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.7K- 20.02% |
$117K - $131K
|
6.78K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.73K- 20.8% |
$120K - $133K
|
6.58K
$571K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.77K- 4.17% |
$122K - $136K
|
40.6K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 11.3% |
$127K - $142K
|
14.4K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.85K- 15.5% |
$128K - $143K
|
10.1K
$877K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.92K- 7.43% |
$133K - $148K
|
23.9K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.94K- 26.25% |
$134K - $149K
|
5.45K
$473K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.96K- 7.7% |
$136K - $151K
|
23.5K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.02K- 2.64% |
$140K - $155K
|
74.3K
$6.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.02K- 3.48% |
$140K - $155K
|
55.9K
$4.85M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.07K- 97.64% |
$143K - $159K
|
50
$4.34K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.16K- 10.43% |
$150K - $166K
|
18.6K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.27K- 34.77% |
$157K - $175K
|
4.26K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.29K- 4.58% |
$159K - $176K
|
47.7K
$4.15M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.32K- 2.78% |
$160K - $178K
|
81.1K
$7.04M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.36K- 10.91% |
$163K - $182K
|
19.3K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.36K- 3.27% |
$163K - $182K
|
69.8K
$6.06M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.36KClosed |
$163K - $182K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.43K- 2.97% |
$168K - $187K
|
79.2K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 4.65% |
$172K - $191K
|
50.9K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.49K- 7.02% |
$172K - $191K
|
32.9K
$2.86M
|