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 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
41+ 2.44% |
$5.72K - $7.08K
|
1.72K
$121K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
40+ 2.41% |
$5.58K - $6.91K
|
1.7K
$119K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39+ 14.23% |
$5.44K - $6.73K
|
313
$21.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 7.72% |
$5.16K - $6.39K
|
516
$36.2K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 5.34% |
$4.88K - $6.04K
|
690
$48.3K
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
34+ 0.66% |
$4.74K - $5.87K
|
5.22K
$366K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 246.15% |
$4.46K - $5.53K
|
45
$3.15K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 49.18% |
$4.18K - $5.18K
|
91
$6.38K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
27+ 1.14% |
$3.77K - $4.66K
|
2.39K
$168K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
27+ 1.53% |
$3.77K - $4.66K
|
1.8K
$126K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
26+ 4.81% |
$3.63K - $4.49K
|
567
$39.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
26+ 0.87% |
$3.63K - $4.49K
|
3.02K
$211K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25+ 1.83% |
$3.49K - $4.32K
|
1.39K
$97.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
23+ 1.47% |
$3.21K - $3.97K
|
1.58K
$111K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
21New |
$2.93K - $3.63K
|
21
$1.47K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21+ 1.56% |
$2.93K - $3.63K
|
1.37K
$96K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
20+ 0.74% |
$2.79K - $3.45K
|
2.71K
$190K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 3.31% |
$2.79K - $3.45K
|
625
$43.8K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20+ 0.42% |
$2.79K - $3.45K
|
4.81K
$337K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 2.81% |
$2.79K - $3.45K
|
731
$51.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
19+ 0.63% |
$2.65K - $3.28K
|
3.04K
$213K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.61% |
$2.65K - $3.28K
|
3.13K
$219K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.66% |
$2.51K - $3.11K
|
2.75K
$192K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
18+ 112.5% |
$2.51K - $3.11K
|
34
$2.38K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
18+ 12.59% |
$2.51K - $3.11K
|
161
$11.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.13% |
$2.51K - $3.11K
|
14.4K
$1.01M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
18New |
$2.51K - $3.11K
|
18
$1.26K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16+ 0.61% |
$2.23K - $2.76K
|
2.63K
$185K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 1.42% |
$2.09K - $2.59K
|
1.07K
$74.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
15+ 0.17% |
$2.09K - $2.59K
|
9.08K
$636K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
15+ 0.65% |
$2.09K - $2.59K
|
2.31K
$162K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14+ 0.99% |
$1.95K - $2.42K
|
1.43K
$100K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 3.83% |
$1.95K - $2.42K
|
380
$26.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 68.42% |
$1.81K - $2.24K
|
32
$2.24K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13+ 118.18% |
$1.81K - $2.24K
|
24
$1.68K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
13+ 28.89% |
$1.81K - $2.24K
|
58
$4.06K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12+ 0.38% |
$1.67K - $2.07K
|
3.19K
$224K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11New |
$1.53K - $1.9K
|
11
$771
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11+ 0.66% |
$1.53K - $1.9K
|
1.68K
$118K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 8.09% |
$1.53K - $1.9K
|
147
$10.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.66% |
$1.53K - $1.9K
|
1.67K
$117K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
10+ 0.3% |
$1.39K - $1.73K
|
3.39K
$237K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 8.85% |
$1.39K - $1.73K
|
123
$8.62K
|
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
10+ 0.66% |
$1.39K - $1.73K
|
1.51K
$106K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9New |
$1.26K - $1.55K
|
9
$631
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
8+ 6.96% |
$1.12K - $1.38K
|
123
$8.62K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
8+ 0.43% |
$1.12K - $1.38K
|
1.89K
$132K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.35% |
$976 - $1.21K
|
2K
$140K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6New |
$837 - $1.04K
|
6
$420
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$837 - $1.04K
|
6
$420
|