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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-137- 2.34% |
$19.1K - $23.7K
|
5.71K
$541K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-140- 3.39% |
$19.5K - $24.2K
|
4K
$378K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-141- 14.78% |
$19.7K - $24.3K
|
813
$77K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-142Closed |
$19.8K - $24.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-155- 0.51% |
$21.6K - $26.8K
|
30.1K
$2.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-156Closed |
$21.8K - $26.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-156- 2.65% |
$21.8K - $26.9K
|
5.74K
$544K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-163- 0.78% |
$22.7K - $28.1K
|
20.8K
$1.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-170- 7.53% |
$23.7K - $29.4K
|
2.09K
$198K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-175- 8.91% |
$24.4K - $30.2K
|
1.79K
$169K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-184Closed |
$25.7K - $31.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-184- 9.78% |
$25.7K - $31.8K
|
1.7K
$161K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-190- 9.55% |
$26.5K - $32.8K
|
1.8K
$170K
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-195- 2.0% |
$27.2K - $33.7K
|
9.53K
$902K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-199- 4.43% |
$27.8K - $34.4K
|
4.29K
$406K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$27.9K - $34.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-203Closed |
$28.3K - $35.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-211- 1.57% |
$29.4K - $36.4K
|
13.2K
$1.25M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-216- 6.89% |
$30.1K - $37.3K
|
2.92K
$277K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-218- 6.61% |
$30.4K - $37.6K
|
3.08K
$291K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-218- 6.61% |
$30.4K - $37.6K
|
3.08K
$291K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-231- 14.66% |
$32.2K - $39.9K
|
1.35K
$127K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-234- 0.93% |
$32.6K - $40.4K
|
24.9K
$2.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-240- 0.31% |
$33.5K - $41.4K
|
76.6K
$7.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-242- 1.72% |
$33.8K - $41.8K
|
13.8K
$1.31M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-244- 8.51% |
$34K - $42.1K
|
2.62K
$248K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-250Closed |
$34.9K - $43.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-250- 3.26% |
$34.9K - $43.2K
|
7.41K
$701K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-256- 84.49% |
$35.7K - $44.2K
|
47
$4.45K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-275- 3.73% |
$38.4K - $47.5K
|
7.1K
$673K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-286- 11.68% |
$39.9K - $49.4K
|
2.16K
$205K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-290- 10.13% |
$40.5K - $50.1K
|
2.57K
$244K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-296- 53.24% |
$41.3K - $51.1K
|
260
$24.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-300- 2.32% |
$41.8K - $51.8K
|
12.6K
$1.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.49% |
$41.8K - $51.8K
|
19.9K
$1.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-302- 5.98% |
$42.1K - $52.1K
|
4.75K
$449K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-307Closed |
$42.8K - $53K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-307- 10.96% |
$42.8K - $53K
|
2.49K
$236K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-310- 6.65% |
$43.2K - $53.5K
|
4.35K
$412K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-322- 3.84% |
$44.9K - $55.6K
|
8.05K
$763K
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-340- 8.22% |
$47.4K - $58.7K
|
3.8K
$359K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-357- 3.41% |
$49.8K - $61.6K
|
10.1K
$958K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-365- 0.95% |
$50.9K - $63K
|
37.9K
$3.59M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-371- 1.39% |
$51.8K - $64.1K
|
26.3K
$2.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-371- 1.39% |
$51.8K - $64.1K
|
26.3K
$2.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-375- 0.73% |
$52.3K - $64.8K
|
51.2K
$4.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-377- 1.5% |
$52.6K - $65.1K
|
24.7K
$2.34M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-389- 7.26% |
$54.3K - $67.2K
|
4.97K
$470K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-392- 2.89% |
$54.7K - $67.7K
|
13.2K
$1.25M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-405- 8.64% |
$56.5K - $69.9K
|
4.29K
$406K
|