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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24- 9.88% |
$3.44K - $3.79K
|
219
$18.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 4.14% |
$4.74K - $5.21K
|
764
$64.3K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-35- 0.73% |
$5.02K - $5.53K
|
4.77K
$401K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-36- 4.94% |
$5.17K - $5.69K
|
693
$58.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-36- 49.32% |
$5.17K - $5.69K
|
37
$3.11K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-40- 28.57% |
$5.74K - $6.32K
|
100
$8.41K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41- 2.48% |
$5.88K - $6.48K
|
1.61K
$136K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-42- 2.12% |
$6.03K - $6.64K
|
1.94K
$163K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 66.67% |
$6.32K - $6.95K
|
22
$1.85K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-45- 9.09% |
$6.46K - $7.11K
|
450
$37.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-45- 1.37% |
$6.46K - $7.11K
|
3.24K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-50- 1.57% |
$7.18K - $7.9K
|
3.13K
$263K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-51- 2.05% |
$7.32K - $8.06K
|
2.44K
$205K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-51- 0.48% |
$7.32K - $8.06K
|
10.5K
$881K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-52- 3.59% |
$7.46K - $8.22K
|
1.4K
$117K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-52- 3.36% |
$7.46K - $8.22K
|
1.5K
$126K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-53- 2.65% |
$7.61K - $8.37K
|
1.95K
$164K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-54- 6.2% |
$7.75K - $8.53K
|
817
$68.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54- 14.4% |
$7.75K - $8.53K
|
321
$27K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-55- 38.19% |
$7.89K - $8.69K
|
89
$7.48K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-56- 0.43% |
$8.04K - $8.85K
|
12.9K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-57- 30.16% |
$8.18K - $9.01K
|
132
$11.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-59- 1.04% |
$8.47K - $9.32K
|
5.63K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-61- 0.11% |
$8.76K - $9.64K
|
56.2K
$4.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-64- 2.19% |
$9.19K - $10.1K
|
2.86K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-68- 2.69% |
$9.76K - $10.7K
|
2.46K
$207K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-68- 1.67% |
$9.76K - $10.7K
|
4.01K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-70- 23.97% |
$10K - $11.1K
|
222
$18.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-71- 2.47% |
$10.2K - $11.2K
|
2.81K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-74- 1.45% |
$10.6K - $11.7K
|
5.01K
$422K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-75- 71.43% |
$10.8K - $11.8K
|
30
$2.52K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-76- 0.16% |
$10.9K - $12K
|
47.9K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-78- 15.85% |
$11.2K - $12.3K
|
414
$34.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-79- 1.23% |
$11.3K - $12.5K
|
6.35K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-80- 2.76% |
$11.5K - $12.6K
|
2.82K
$237K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-82- 3.45% |
$11.8K - $13K
|
2.3K
$193K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-83- 5.38% |
$11.9K - $13.1K
|
1.46K
$123K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-83- 1.78% |
$11.9K - $13.1K
|
4.59K
$386K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 77.19% |
$12.6K - $13.9K
|
26
$2.19K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-90- 14.63% |
$12.9K - $14.2K
|
525
$44.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-98- 0.65% |
$14.1K - $15.5K
|
15K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-100- 5.2% |
$14.4K - $15.8K
|
1.82K
$153K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-100- 50.0% |
$14.4K - $15.8K
|
100
$8.41K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-102- 65.38% |
$14.6K - $16.1K
|
54
$4.54K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-104- 1.43% |
$14.9K - $16.4K
|
7.18K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-106- 0.77% |
$15.2K - $16.7K
|
13.7K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-111- 3.43% |
$15.9K - $17.5K
|
3.13K
$263K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-114- 4.42% |
$16.4K - $18K
|
2.47K
$207K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-124- 7.91% |
$17.8K - $19.6K
|
1.44K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-130- 0.52% |
$18.7K - $20.5K
|
24.9K
$2.1M
|