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 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.97K+ 111.14% |
$282K - $311K
|
3.74K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.94K+ 12.32% |
$278K - $307K
|
17.7K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.9K+ 14.29% |
$273K - $300K
|
15.2K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.89K+ 16.06% |
$272K - $299K
|
13.7K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.77K+ 65.97% |
$254K - $280K
|
4.45K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.76K+ 14.1% |
$252K - $278K
|
14.2K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.73K+ 12.61% |
$248K - $273K
|
15.5K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.72K+ 2.24% |
$247K - $272K
|
78.8K
$7.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.72KNew |
$247K - $272K
|
1.72K
$160K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.67K+ 17.44% |
$240K - $264K
|
11.3K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.66K+ 13.91% |
$238K - $262K
|
13.6K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.64KNew |
$236K - $259K
|
1.64K
$153K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.63KNew |
$233K - $257K
|
1.63K
$151K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.61KNew |
$231K - $254K
|
1.61K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.6K+ 80.0% |
$230K - $253K
|
3.6K
$335K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
1.56KNew |
$223K - $246K
|
1.56K
$145K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.56KNew |
$223K - $246K
|
1.56K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.55KNew |
$222K - $244K
|
1.55K
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.52K+ 6.38% |
$219K - $241K
|
25.4K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.52K+ 2.06% |
$218K - $240K
|
75.3K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.52KNew |
$218K - $240K
|
1.52K
$141K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.51KNew |
$216K - $238K
|
1.51K
$140K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.48KNew |
$212K - $234K
|
1.48K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 10.09% |
$203K - $223K
|
15.4K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.41K+ 15.95% |
$202K - $222K
|
10.2K
$953K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
1.36K+ 1.3% |
$195K - $215K
|
106K
$9.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.34K+ 93.13% |
$193K - $212K
|
2.79K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.34K+ 14.88% |
$192K - $211K
|
10.3K
$961K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.33K+ 3.46% |
$191K - $211K
|
39.9K
$3.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 28.62% |
$179K - $197K
|
5.61K
$522K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.2KNew |
$172K - $190K
|
1.2K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 4.33% |
$172K - $189K
|
28.9K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.2K+ 15.11% |
$172K - $189K
|
9.11K
$848K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.18K+ 8.14% |
$169K - $186K
|
15.6K
$1.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.17K+ 13.67% |
$167K - $184K
|
9.69K
$902K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.14K+ 11.85% |
$164K - $181K
|
10.8K
$1.01M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$156K - $172K
|
1.09K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 49.86% |
$153K - $169K
|
3.21K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.01K+ 1.97% |
$146K - $160K
|
52.6K
$4.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1KNew |
$144K - $158K
|
1K
$93.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
955+ 17.9% |
$137K - $151K
|
6.29K
$586K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
947+ 17.73% |
$136K - $150K
|
6.29K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
937+ 4.68% |
$134K - $148K
|
20.9K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
937+ 0.81% |
$134K - $148K
|
116K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
936New |
$134K - $148K
|
936
$87.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
916+ 34.53% |
$131K - $145K
|
3.57K
$332K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
895+ 23.25% |
$128K - $141K
|
4.74K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
887+ 1.31% |
$127K - $140K
|
68.6K
$6.39M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
855+ 10.26% |
$123K - $135K
|
9.19K
$856K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
802+ 1.98% |
$115K - $127K
|
41.3K
$3.84M
|