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 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-238- 1.18% |
$15.8K - $18.7K
|
19.9K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-241- 5.09% |
$16K - $18.9K
|
4.49K
$391K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-246- 33.7% |
$16.3K - $19.3K
|
484
$42.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-255- 10.46% |
$16.9K - $20K
|
2.18K
$190K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-258- 1.2% |
$17.1K - $20.2K
|
21.2K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-265- 1.09% |
$17.6K - $20.8K
|
24K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-271- 6.46% |
$18K - $21.2K
|
3.92K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-289- 6.22% |
$19.2K - $22.7K
|
4.36K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-299- 15.45% |
$19.9K - $23.4K
|
1.64K
$142K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 3.7% |
$19.9K - $23.5K
|
7.8K
$678K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-318- 55.02% |
$21.1K - $24.9K
|
260
$22.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-334- 6.33% |
$22.2K - $26.2K
|
4.94K
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-340- 28.62% |
$22.6K - $26.7K
|
848
$73.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-340- 5.87% |
$22.6K - $26.7K
|
5.46K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-342- 8.33% |
$22.7K - $26.8K
|
3.76K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-350- 8.27% |
$23.2K - $27.4K
|
3.88K
$337K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-356- 1.99% |
$23.6K - $27.9K
|
17.6K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-356- 1.71% |
$23.6K - $27.9K
|
20.4K
$1.78M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-361- 11.46% |
$24K - $28.3K
|
2.79K
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-367- 1.94% |
$24.4K - $28.8K
|
18.5K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-372- 0.8% |
$24.7K - $29.2K
|
46.1K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-389- 0.51% |
$25.8K - $30.5K
|
75.6K
$6.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-390- 3.74% |
$25.9K - $30.6K
|
10K
$872K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-394- 3.02% |
$26.2K - $30.9K
|
12.6K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-413- 12.54% |
$27.4K - $32.4K
|
2.88K
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-428- 6.56% |
$28.4K - $33.6K
|
6.09K
$530K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-435- 30.98% |
$28.9K - $34.1K
|
969
$84.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-451- 8.54% |
$30K - $35.4K
|
4.83K
$420K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-470- 15.03% |
$31.2K - $36.8K
|
2.66K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-499- 12.13% |
$33.1K - $39.1K
|
3.62K
$314K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-505- 0.38% |
$33.5K - $39.6K
|
131K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-551- 17.3% |
$36.6K - $43.2K
|
2.63K
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-560- 35.47% |
$37.2K - $43.9K
|
1.02K
$88.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-560- 16.99% |
$37.2K - $43.9K
|
2.74K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-569- 56.56% |
$37.8K - $44.6K
|
437
$38K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-589- 5.92% |
$39.1K - $46.2K
|
9.36K
$814K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-592- 2.12% |
$39.3K - $46.4K
|
27.3K
$2.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-600- 3.7% |
$39.8K - $47K
|
15.6K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-610- 0.58% |
$40.5K - $47.8K
|
104K
$9.05M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-622- 16.06% |
$41.3K - $48.8K
|
3.25K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-647- 12.72% |
$43K - $50.7K
|
4.44K
$386K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-656- 13.17% |
$43.6K - $51.4K
|
4.32K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-665- 2.19% |
$44.2K - $52.1K
|
29.7K
$2.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-678- 1.83% |
$45K - $53.2K
|
36.4K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-680- 1.82% |
$45.2K - $53.3K
|
36.7K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-705- 4.27% |
$46.8K - $55.3K
|
15.8K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-707- 0.53% |
$47K - $55.4K
|
133K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-717- 20.46% |
$47.6K - $56.2K
|
2.79K
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-742- 2.26% |
$49.3K - $58.2K
|
32.2K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-770- 5.34% |
$51.1K - $60.4K
|
13.7K
$1.19M
|