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 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-353- 6.94% |
$50.7K - $55.8K
|
4.74K
$447K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-360- 16.11% |
$51.7K - $56.9K
|
1.88K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-375- 1.23% |
$53.8K - $59.2K
|
30.1K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-377- 0.12% |
$54.1K - $59.6K
|
316K
$29.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-377- 1.43% |
$54.1K - $59.6K
|
26.1K
$2.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-380- 5.08% |
$54.5K - $60K
|
7.1K
$669K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-384- 21.67% |
$55.1K - $60.7K
|
1.39K
$131K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-385- 14.07% |
$55.3K - $60.8K
|
2.35K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-388- 2.06% |
$55.7K - $61.3K
|
18.5K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-395- 7.13% |
$56.7K - $62.4K
|
5.14K
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-399- 10.37% |
$57.3K - $63K
|
3.45K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-400- 3.77% |
$57.4K - $63.2K
|
10.2K
$962K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-419- 51.16% |
$60.1K - $66.2K
|
400
$37.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-423- 5.82% |
$60.7K - $66.8K
|
6.84K
$645K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-442- 20.12% |
$63.4K - $69.8K
|
1.76K
$165K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-454- 3.46% |
$65.2K - $71.7K
|
12.7K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-460- 21.67% |
$66K - $72.7K
|
1.66K
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-493- 24.76% |
$70.8K - $77.9K
|
1.5K
$141K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-494- 9.75% |
$70.9K - $78K
|
4.57K
$431K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-495- 6.82% |
$71K - $78.2K
|
6.76K
$637K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-497- 11.64% |
$71.3K - $78.5K
|
3.77K
$356K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 0.3% |
$71.8K - $79K
|
165K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-502- 3.05% |
$72.1K - $79.3K
|
16K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-517- 1.62% |
$74.2K - $81.7K
|
31.4K
$2.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-534- 8.81% |
$76.6K - $84.4K
|
5.52K
$521K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-560- 5.48% |
$80.4K - $88.5K
|
9.66K
$911K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-574- 3.39% |
$82.4K - $90.7K
|
16.3K
$1.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-574- 8.33% |
$82.4K - $90.7K
|
6.32K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-579- 14.76% |
$83.1K - $91.5K
|
3.35K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-612- 16.06% |
$87.8K - $96.7K
|
3.2K
$302K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-639- 8.45% |
$91.7K - $101K
|
6.92K
$652K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-703- 2.7% |
$101K - $111K
|
25.4K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-726- 39.24% |
$104K - $115K
|
1.12K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-734- 0.54% |
$105K - $116K
|
135K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-754- 14.74% |
$108K - $119K
|
4.36K
$411K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-778- 2.02% |
$112K - $123K
|
37.8K
$3.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-786- 1.0% |
$113K - $124K
|
77.8K
$7.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-797- 27.36% |
$114K - $126K
|
2.12K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-801- 17.85% |
$115K - $127K
|
3.69K
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-809- 5.6% |
$116K - $128K
|
13.6K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-827- 7.72% |
$119K - $131K
|
9.88K
$932K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-872- 2.5% |
$125K - $138K
|
34K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-897- 1.31% |
$129K - $142K
|
67.7K
$6.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 4.41% |
$129K - $142K
|
19.5K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-900- 4.46% |
$129K - $142K
|
19.3K
$1.82M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-902Closed |
$129K - $143K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-928- 6.48% |
$133K - $147K
|
13.4K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-935- 1.12% |
$134K - $148K
|
82.7K
$7.79M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-935- 1.12% |
$134K - $148K
|
82.7K
$7.79M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-962- 12.28% |
$138K - $152K
|
6.87K
$648K
|