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 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-377- 1.5% |
$52.6K - $65.1K
|
24.7K
$2.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-389- 7.26% |
$54.3K - $67.2K
|
4.97K
$418K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-392- 2.89% |
$54.7K - $67.7K
|
13.2K
$1.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-405- 8.64% |
$56.5K - $69.9K
|
4.29K
$360K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-412- 16.21% |
$57.5K - $71.1K
|
2.13K
$179K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-425- 2.28% |
$59.3K - $73.4K
|
18.3K
$1.54M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
SELL
|
- |
-428- 12.72% |
$59.7K - $73.9K
|
2.94K
$247K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-447- 8.24% |
$62.4K - $77.2K
|
4.98K
$419K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-466- 3.88% |
$65K - $80.5K
|
11.5K
$970K
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-505- 9.58% |
$70.4K - $87.2K
|
4.77K
$401K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-508- 68.93% |
$70.9K - $87.7K
|
229
$19.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-509- 2.06% |
$71K - $87.9K
|
24.2K
$2.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-522- 6.87% |
$72.8K - $90.1K
|
7.08K
$595K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-533- 1.62% |
$74.3K - $92K
|
32.4K
$2.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-534- 28.46% |
$74.5K - $92.2K
|
1.34K
$113K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-542- 1.18% |
$75.6K - $93.6K
|
45.2K
$3.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-543- 26.78% |
$75.7K - $93.8K
|
1.49K
$125K
|
|
|
Jul 15, 2022
Q2 2022
|
Meyer Handelman CO
|
SELL
|
- |
-550- 1.57% |
$76.7K - $95K
|
34.4K
$2.89M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-553- 14.86% |
$77.1K - $95.5K
|
3.17K
$266K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-553- 23.09% |
$77.1K - $95.5K
|
1.84K
$155K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-553- 1.75% |
$77.1K - $95.5K
|
31K
$2.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-569- 0.71% |
$79.4K - $98.2K
|
79.4K
$6.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-605- 24.38% |
$84.4K - $104K
|
1.88K
$158K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-610- 29.1% |
$85.1K - $105K
|
1.49K
$125K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-627Closed |
$87.5K - $108K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-655- 21.76% |
$91.4K - $113K
|
2.36K
$198K
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-715- 18.05% |
$99.7K - $123K
|
3.25K
$273K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-726- 19.69% |
$101K - $125K
|
2.96K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-753- 8.18% |
$105K - $130K
|
8.45K
$711K
|
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-775- 3.93% |
$108K - $134K
|
18.9K
$1.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-775- 3.93% |
$108K - $134K
|
18.9K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-800- 0.71% |
$112K - $138K
|
112K
$9.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-807- 3.59% |
$113K - $139K
|
21.7K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-854- 0.96% |
$119K - $147K
|
87.8K
$7.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-862- 4.31% |
$120K - $149K
|
19.2K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-866- 33.41% |
$121K - $150K
|
1.73K
$145K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-889- 22.3% |
$124K - $154K
|
3.1K
$260K
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 25.98% |
$126K - $155K
|
2.56K
$216K
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 1.58% |
$126K - $155K
|
56.1K
$4.72M
|
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 4.84% |
$126K - $155K
|
17.7K
$1.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-903- 0.97% |
$126K - $156K
|
92.1K
$7.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-924- 4.98% |
$129K - $160K
|
17.6K
$1.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-943- 9.6% |
$132K - $163K
|
8.88K
$747K
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-965- 39.94% |
$135K - $167K
|
1.45K
$122K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
SELL
|
- |
-990Closed |
$138K - $171K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.01K- 41.52% |
$141K - $174K
|
1.42K
$120K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-1.03K- 1.17% |
$143K - $178K
|
86.6K
$7.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 34.35% |
$148K - $183K
|
2.03K
$171K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.07K- 12.21% |
$149K - $184K
|
7.67K
$645K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$153K - $189K
|
0
$0
|