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 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
33New |
$4.74K - $5.21K
|
33
$3.11K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32+ 0.61% |
$4.59K - $5.06K
|
5.24K
$494K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
30+ 0.21% |
$4.31K - $4.74K
|
14.6K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 1.55% |
$4.31K - $4.74K
|
1.97K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
30+ 1.43% |
$4.31K - $4.74K
|
2.13K
$201K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
29+ 22.66% |
$4.16K - $4.58K
|
157
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
26New |
$3.73K - $4.11K
|
26
$2.45K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
24+ 34.78% |
$3.44K - $3.79K
|
93
$8.77K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 1.61% |
$3.3K - $3.63K
|
1.46K
$137K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.75% |
$3.16K - $3.48K
|
2.95K
$278K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 44.68% |
$3.01K - $3.32K
|
68
$6.41K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 13.42% |
$2.87K - $3.16K
|
169
$15.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$2.87K - $3.16K
|
20
$1.89K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 13.42% |
$2.87K - $3.16K
|
169
$15.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
19+ 0.61% |
$2.73K - $3K
|
3.12K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.65% |
$2.58K - $2.84K
|
2.78K
$262K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
16+ 0.08% |
$2.3K - $2.53K
|
20.1K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
15New |
$2.15K - $2.37K
|
15
$1.41K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
15+ 0.07% |
$2.15K - $2.37K
|
20.8K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$2.01K - $2.21K
|
14
$1.32K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
14+ 0.71% |
$2.01K - $2.21K
|
1.98K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
13+ 0.0% |
$1.87K - $2.05K
|
345K
$32.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
12+ 0.78% |
$1.72K - $1.9K
|
1.56K
$147K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.34% |
$1.58K - $1.74K
|
3.21K
$302K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$1.44K - $1.58K
|
10
$943
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.72% |
$1.44K - $1.58K
|
1.4K
$132K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$1.44K - $1.58K
|
10
$943
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10+ 0.73% |
$1.44K - $1.58K
|
1.37K
$130K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 2.5% |
$1.29K - $1.42K
|
369
$34.8K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 0.42% |
$1.29K - $1.42K
|
2.13K
$201K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 60.0% |
$1.29K - $1.42K
|
24
$2.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 0.54% |
$1.29K - $1.42K
|
1.69K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 21.05% |
$1.15K - $1.26K
|
46
$4.34K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
8+ 0.08% |
$1.15K - $1.26K
|
9.62K
$907K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.22% |
$1.15K - $1.26K
|
3.57K
$337K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.38% |
$1K - $1.11K
|
1.83K
$173K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
6+ 0.42% |
$861 - $948
|
1.43K
$135K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6+ 0.37% |
$861 - $948
|
1.63K
$153K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 1.02% |
$861 - $948
|
594
$56K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 6.38% |
$861 - $948
|
100
$9.43K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.79% |
$574 - $632
|
511
$48.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 0.68% |
$431 - $474
|
447
$42.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$431 - $474
|
3
$283
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.16% |
$431 - $474
|
1.84K
$174K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2+ 0.35% |
$287 - $316
|
577
$54.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.63% |
$287 - $316
|
318
$30K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.07% |
$287 - $316
|
2.92K
$275K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.05% |
$144 - $158
|
2.13K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$144 - $158
|
14.4K
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$144 - $158
|
2.43K
$229K
|