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 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-138- 5.86% |
$19.8K - $21.8K
|
2.22K
$209K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-141- 2.2% |
$20.2K - $22.3K
|
6.28K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-149- 2.85% |
$21.4K - $23.5K
|
5.08K
$479K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-149- 20.11% |
$21.4K - $23.5K
|
592
$55.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-150- 3.99% |
$21.5K - $23.7K
|
3.61K
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-152- 0.32% |
$21.8K - $24K
|
47.2K
$4.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-152- 9.49% |
$21.8K - $24K
|
1.45K
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-158- 6.14% |
$22.7K - $25K
|
2.42K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-160- 2.98% |
$23K - $25.3K
|
5.21K
$491K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-166- 2.55% |
$23.8K - $26.2K
|
6.34K
$597K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-166- 2.55% |
$23.8K - $26.2K
|
6.34K
$597K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-169- 0.77% |
$24.3K - $26.7K
|
21.6K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-169- 5.55% |
$24.3K - $26.7K
|
2.87K
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-170- 3.37% |
$24.4K - $26.9K
|
4.88K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-182- 1.25% |
$26.1K - $28.8K
|
14.4K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-185- 11.16% |
$26.6K - $29.2K
|
1.47K
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-194- 69.53% |
$27.8K - $30.7K
|
85
$8.01K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-195- 14.62% |
$28K - $30.8K
|
1.14K
$107K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-197- 6.62% |
$28.3K - $31.1K
|
2.78K
$262K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-198- 7.3% |
$28.4K - $31.3K
|
2.51K
$237K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-202- 41.56% |
$29K - $31.9K
|
284
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-207- 33.44% |
$29.7K - $32.7K
|
412
$38.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-208- 1.1% |
$29.9K - $32.9K
|
18.7K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-221- 2.13% |
$31.7K - $34.9K
|
10.2K
$958K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-225- 7.38% |
$32.3K - $35.5K
|
2.82K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-225- 2.59% |
$32.3K - $35.5K
|
8.46K
$798K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-230- 10.13% |
$33K - $36.3K
|
2.04K
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-238- 1.97% |
$34.2K - $37.6K
|
11.8K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-247- 10.17% |
$35.5K - $39K
|
2.18K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-249- 15.33% |
$35.7K - $39.3K
|
1.38K
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-249- 13.8% |
$35.7K - $39.3K
|
1.56K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-250- 0.54% |
$35.9K - $39.5K
|
46.3K
$4.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-250- 3.72% |
$35.9K - $39.5K
|
6.47K
$610K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-259- 4.51% |
$37.2K - $40.9K
|
5.48K
$517K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-275- 32.01% |
$39.5K - $43.4K
|
584
$55.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-277- 15.6% |
$39.8K - $43.8K
|
1.5K
$141K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-279- 14.58% |
$40K - $44.1K
|
1.64K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-282- 12.53% |
$40.5K - $44.6K
|
1.97K
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-289- 8.89% |
$41.5K - $45.7K
|
2.96K
$279K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 45.11% |
$43.1K - $47.4K
|
365
$34.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-300- 33.9% |
$43.1K - $47.4K
|
585
$55.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-305- 6.92% |
$43.8K - $48.2K
|
4.1K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-306- 66.81% |
$43.9K - $48.3K
|
152
$14.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-306- 9.79% |
$43.9K - $48.3K
|
2.82K
$266K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-309- 7.62% |
$44.4K - $48.8K
|
3.75K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-314- 0.43% |
$45.1K - $49.6K
|
73.1K
$6.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-325- 7.37% |
$46.6K - $51.3K
|
4.09K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-337- 0.66% |
$48.4K - $53.2K
|
50.5K
$4.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-346- 10.04% |
$49.7K - $54.7K
|
3.1K
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-348- 2.48% |
$49.9K - $55K
|
13.7K
$1.29M
|