Purchases and Sales Made in Q2 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 2024. 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 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 10.0% |
$66.4 - $78.4
|
9
$783
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-1- 0.07% |
$66.4 - $78.4
|
1.42K
$123K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3- 2.26% |
$199 - $235
|
130
$11.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 5.45% |
$199 - $235
|
52
$4.52K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4- 2.0% |
$266 - $314
|
196
$17K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 0.21% |
$332 - $392
|
2.42K
$210K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 3.45% |
$332 - $392
|
140
$12.2K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-6- 0.06% |
$398 - $470
|
10.3K
$893K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8- 0.23% |
$531 - $627
|
3.45K
$300K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.26% |
$531 - $627
|
3.08K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-9- 16.07% |
$598 - $706
|
47
$4.09K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-10- 0.24% |
$664 - $784
|
4.1K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-10- 0.62% |
$664 - $784
|
1.61K
$140K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-12- 0.17% |
$797 - $941
|
7.23K
$629K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 1.78% |
$797 - $941
|
663
$57.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-16- 0.28% |
$1.06K - $1.25K
|
5.63K
$489K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 25.76% |
$1.13K - $1.33K
|
49
$4.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-18- 0.47% |
$1.2K - $1.41K
|
3.8K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 28.99% |
$1.33K - $1.57K
|
49
$4.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-21- 0.64% |
$1.39K - $1.65K
|
3.24K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-21- 0.11% |
$1.39K - $1.65K
|
19K
$1.65M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 9.35% |
$1.73K - $2.04K
|
252
$21.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-27- 4.31% |
$1.79K - $2.12K
|
599
$52.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-29- 0.84% |
$1.93K - $2.27K
|
3.43K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30- 0.38% |
$1.99K - $2.35K
|
7.84K
$682K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-33- 0.57% |
$2.19K - $2.59K
|
5.79K
$503K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-34- 0.64% |
$2.26K - $2.67K
|
5.28K
$459K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-34- 5.71% |
$2.26K - $2.67K
|
561
$48.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-35- 0.49% |
$2.32K - $2.74K
|
7.14K
$621K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-35- 1.11% |
$2.32K - $2.74K
|
3.13K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-36- 0.56% |
$2.39K - $2.82K
|
6.37K
$554K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-39- 6.98% |
$2.59K - $3.06K
|
520
$45.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-42- 0.1% |
$2.79K - $3.29K
|
42.1K
$3.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-44- 1.25% |
$2.92K - $3.45K
|
3.49K
$303K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-46- 18.04% |
$3.05K - $3.61K
|
209
$18.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-46- 21.3% |
$3.05K - $3.61K
|
170
$14.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-46- 0.11% |
$3.05K - $3.61K
|
40.6K
$3.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-50- 0.19% |
$3.32K - $3.92K
|
26.2K
$2.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-50- 3.79% |
$3.32K - $3.92K
|
1.27K
$111K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-53- 0.52% |
$3.52K - $4.16K
|
10.2K
$888K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-55- 1.26% |
$3.65K - $4.31K
|
4.32K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-58- 0.88% |
$3.85K - $4.55K
|
6.57K
$571K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-66- 1.68% |
$4.38K - $5.17K
|
3.87K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-67- 78.82% |
$4.45K - $5.25K
|
18
$1.57K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-67- 3.23% |
$4.45K - $5.25K
|
2.01K
$175K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-67- 2.21% |
$4.45K - $5.25K
|
2.97K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-67- 1.69% |
$4.45K - $5.25K
|
3.91K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-69- 0.11% |
$4.58K - $5.41K
|
62.7K
$5.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-76- 6.88% |
$5.05K - $5.96K
|
1.03K
$89.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-80- 2.01% |
$5.31K - $6.27K
|
3.9K
$339K
|