Purchases and Sales Made in Q2 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28- 0.33% |
$3.91K - $4.83K
|
8.49K
$714K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-31- 33.7% |
$4.32K - $5.35K
|
61
$5.13K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-32- 3.25% |
$4.46K - $5.53K
|
952
$80.1K
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-33- 0.94% |
$4.6K - $5.7K
|
3.46K
$291K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-34- 1.37% |
$4.74K - $5.87K
|
2.44K
$205K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-34- 0.1% |
$4.74K - $5.87K
|
32.7K
$2.75M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-37- 5.26% |
$5.16K - $6.39K
|
666
$56K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-37- 0.08% |
$5.16K - $6.39K
|
46.1K
$3.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-39Closed |
$5.44K - $6.73K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-40- 0.15% |
$5.58K - $6.91K
|
26.7K
$2.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 25.64% |
$5.58K - $6.91K
|
116
$9.76K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 25.64% |
$5.58K - $6.91K
|
116
$9.76K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42- 3.57% |
$5.86K - $7.25K
|
1.13K
$95.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-42- 1.5% |
$5.86K - $7.25K
|
2.76K
$232K
|
|
|
Jul 06, 2022
Q2 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-48- 1.33% |
$6.7K - $8.29K
|
3.56K
$300K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-48- 0.57% |
$6.7K - $8.29K
|
8.44K
$710K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-48Closed |
$6.7K - $8.29K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 3.2% |
$6.97K - $8.63K
|
1.51K
$127K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-50- 5.53% |
$6.97K - $8.63K
|
854
$71.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 0.95% |
$6.97K - $8.63K
|
5.2K
$437K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-50- 0.89% |
$6.97K - $8.63K
|
5.55K
$467K
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-53- 0.68% |
$7.39K - $9.15K
|
7.79K
$655K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-53- 3.67% |
$7.39K - $9.15K
|
1.39K
$117K
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-56- 1.05% |
$7.81K - $9.67K
|
5.26K
$443K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-60Closed |
$8.37K - $10.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 2.67% |
$8.65K - $10.7K
|
2.26K
$190K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-67- 0.85% |
$9.35K - $11.6K
|
7.83K
$659K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-73- 2.36% |
$10.2K - $12.6K
|
3.02K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-75- 2.78% |
$10.5K - $13K
|
2.62K
$220K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-80- 1.24% |
$11.2K - $13.8K
|
6.39K
$537K
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-80- 1.04% |
$11.2K - $13.8K
|
7.61K
$640K
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-80- 1.14% |
$11.2K - $13.8K
|
6.93K
$583K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-81- 2.23% |
$11.3K - $14K
|
3.55K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-86- 1.63% |
$12K - $14.8K
|
5.2K
$437K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-88- 3.52% |
$12.3K - $15.2K
|
2.41K
$203K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-91- 3.54% |
$12.7K - $15.7K
|
2.48K
$208K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-94- 3.51% |
$13.1K - $16.2K
|
2.58K
$217K
|
|
|
Aug 12, 2022
Q2 2022
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-100- 1.52% |
$13.9K - $17.3K
|
6.5K
$547K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-100Closed |
$13.9K - $17.3K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-102- 2.31% |
$14.2K - $17.6K
|
4.31K
$362K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-108Closed |
$15.1K - $18.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-110- 2.37% |
$15.3K - $19K
|
4.54K
$382K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-111- 3.35% |
$15.5K - $19.2K
|
3.21K
$270K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-112Closed |
$15.6K - $19.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-115- 4.67% |
$16K - $19.9K
|
2.35K
$197K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-115- 39.93% |
$16K - $19.9K
|
173
$14.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 2.89% |
$16.7K - $20.7K
|
4.04K
$339K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120- 3.92% |
$16.7K - $20.7K
|
2.94K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-122- 1.81% |
$17K - $21.1K
|
6.62K
$557K
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-128- 2.81% |
$17.9K - $22.1K
|
4.43K
$372K
|