Purchases and Sales Made in Q2 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 2023. 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 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$144 - $158
|
2.43K
$229K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$144 - $158
|
1
$94.3
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.05% |
$144 - $158
|
2.13K
$200K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$144 - $158
|
615
$58K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$144 - $158
|
8
$754
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.18% |
$144 - $158
|
86
$8.11K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1New |
$144 - $158
|
1
$94.3
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$144 - $158
|
14.4K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.01% |
$144 - $158
|
100
$9.43K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.09% |
$144 - $158
|
1.13K
$107K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$144 - $158
|
7.98K
$752K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.8% |
$287 - $316
|
249
$23.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 50.0% |
$287 - $316
|
2
$189
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 15.79% |
$431 - $474
|
16
$1.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 3.57% |
$431 - $474
|
81
$7.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.59% |
$431 - $474
|
186
$17.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.59% |
$431 - $474
|
503
$47.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 0.16% |
$574 - $632
|
2.52K
$237K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5- 0.27% |
$718 - $790
|
1.87K
$176K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 0.56% |
$718 - $790
|
889
$83.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5- 0.04% |
$718 - $790
|
11.3K
$1.07M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 1.0% |
$718 - $790
|
495
$46.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-6- 0.09% |
$861 - $948
|
6.44K
$607K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-7- 0.25% |
$1K - $1.11K
|
2.82K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7- 2.97% |
$1K - $1.11K
|
229
$21.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.32% |
$1K - $1.11K
|
2.16K
$203K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-7- 0.32% |
$1K - $1.11K
|
2.21K
$208K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8- 0.19% |
$1.15K - $1.26K
|
4.26K
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.47% |
$1.15K - $1.26K
|
1.68K
$158K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-8- 0.03% |
$1.15K - $1.26K
|
23.5K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9- 0.33% |
$1.29K - $1.42K
|
2.72K
$257K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-9- 18.75% |
$1.29K - $1.42K
|
39
$3.68K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.18% |
$1.29K - $1.42K
|
5.07K
$478K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 25.0% |
$1.29K - $1.42K
|
27
$2.55K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 0.97% |
$1.44K - $1.58K
|
1.03K
$96.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10- 16.95% |
$1.44K - $1.58K
|
49
$4.62K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.41% |
$1.58K - $1.74K
|
2.66K
$251K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.41% |
$1.58K - $1.74K
|
2.66K
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-12- 0.13% |
$1.72K - $1.9K
|
9.26K
$873K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-12- 0.83% |
$1.72K - $1.9K
|
1.44K
$136K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14- 0.85% |
$2.01K - $2.21K
|
1.63K
$153K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-15- 0.49% |
$2.15K - $2.37K
|
3.02K
$284K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 66.67% |
$2.3K - $2.53K
|
8
$754
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-17- 0.57% |
$2.44K - $2.69K
|
2.99K
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-17- 0.52% |
$2.44K - $2.69K
|
3.26K
$307K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-17- 62.96% |
$2.44K - $2.69K
|
10
$943
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-20- 1.15% |
$2.87K - $3.16K
|
1.72K
$162K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-20- 0.11% |
$2.87K - $3.16K
|
17.5K
$1.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-21- 2.43% |
$3.01K - $3.32K
|
842
$79.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-21- 6.34% |
$3.01K - $3.32K
|
310
$29.2K
|