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
|
Wedbush Securities Inc
|
BUY
|
- |
11.3K+ 56.4% |
$784K - $871K
|
31.4K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.9K+ 98.36% |
$758K - $842K
|
22.1K
$1.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$729K - $811K
|
10.5K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10.5KNew |
$727K - $808K
|
10.5K
$912K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$726K - $807K
|
10.5K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
9.88K+ 8.86% |
$684K - $760K
|
121K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.65K+ 99.31% |
$668K - $743K
|
19.4K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
9.08KNew |
$629K - $699K
|
9.08K
$788K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
9.02KNew |
$625K - $694K
|
9.02K
$783K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
8.77K+ 23.07% |
$607K - $675K
|
46.8K
$4.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
8.55K+ 4.18% |
$592K - $658K
|
213K
$18.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
8.51K+ 1.47% |
$589K - $655K
|
587K
$50.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.51KNew |
$589K - $655K
|
8.51K
$738K
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.49KNew |
$588K - $653K
|
8.49K
$737K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.42K+ 263.11% |
$583K - $648K
|
11.6K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
7.99K+ 1054.35% |
$553K - $615K
|
8.75K
$760K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.68K+ 7.95% |
$532K - $591K
|
104K
$9.05M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
7.65KNew |
$530K - $589K
|
7.65K
$664K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7.38K+ 13.82% |
$511K - $568K
|
60.8K
$5.28M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.23KNew |
$501K - $556K
|
7.23K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
7.2K+ 1.96% |
$498K - $554K
|
375K
$32.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.94KNew |
$481K - $534K
|
6.94K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.93KNew |
$480K - $534K
|
6.93K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
6.77KNew |
$469K - $521K
|
6.77K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.62K+ 171.64% |
$458K - $509K
|
10.5K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.56K+ 21.24% |
$454K - $505K
|
37.5K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.49KNew |
$449K - $499K
|
6.49K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.43K+ 71.99% |
$445K - $495K
|
15.4K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
6.41KNew |
$444K - $493K
|
6.41K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.35K+ 3759.17% |
$440K - $489K
|
6.52K
$566K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.26K+ 64.58% |
$433K - $482K
|
16K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.22K+ 3.24% |
$431K - $479K
|
199K
$17.2M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.22K+ 255.59% |
$430K - $478K
|
8.65K
$751K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.22KNew |
$430K - $478K
|
6.22K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
6.12K+ 16.48% |
$423K - $471K
|
43.2K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.08K+ 110.81% |
$421K - $468K
|
11.6K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
6.04K+ 7.07% |
$418K - $465K
|
91.4K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
6.03K+ 193.4% |
$418K - $464K
|
9.15K
$795K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.02K+ 4779.37% |
$417K - $463K
|
6.15K
$534K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5.99KNew |
$415K - $461K
|
5.99K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.91K+ 37.36% |
$409K - $455K
|
21.7K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
5.9KNew |
$409K - $454K
|
5.9K
$512K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.85KNew |
$405K - $450K
|
5.85K
$508K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.68K+ 13.8% |
$394K - $437K
|
46.9K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.6KNew |
$388K - $431K
|
5.6K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5.57K+ 45.87% |
$386K - $429K
|
17.7K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.54K+ 3.67% |
$384K - $427K
|
157K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
5.3K+ 12.46% |
$367K - $408K
|
47.8K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
5.21K+ 6.26% |
$360K - $401K
|
88.4K
$7.67M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.88KNew |
$338K - $375K
|
4.88K
$423K
|