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 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.75K+ 35.49% |
$316K - $373K
|
18.1K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.75K+ 381.37% |
$315K - $372K
|
5.99K
$521K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.75K+ 90.13% |
$315K - $372K
|
10K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.67K+ 73.96% |
$310K - $366K
|
11K
$956K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.65K+ 143.5% |
$308K - $364K
|
7.88K
$685K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.64K+ 9.92% |
$308K - $364K
|
51.4K
$4.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.64KNew |
$308K - $364K
|
4.64K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.53K+ 6.01% |
$301K - $355K
|
79.9K
$6.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.45K+ 6.19% |
$296K - $349K
|
76.3K
$6.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.44K+ 5.47% |
$295K - $348K
|
85.5K
$7.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.43K+ 11.36% |
$294K - $347K
|
43.4K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.37K+ 2.05% |
$290K - $343K
|
217K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.29K+ 322.98% |
$285K - $336K
|
5.61K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.24KNew |
$282K - $332K
|
4.24K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.21K+ 16.3% |
$280K - $330K
|
30.1K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.2K+ 7.98% |
$279K - $329K
|
56.8K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.15KNew |
$275K - $325K
|
4.15K
$361K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.13K+ 59.11% |
$274K - $324K
|
11.1K
$966K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.1K+ 8.58% |
$273K - $322K
|
51.9K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$266K - $314K
|
4K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.9K+ 38.28% |
$259K - $306K
|
14.1K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.9KNew |
$259K - $306K
|
3.9K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.84K+ 22.93% |
$255K - $301K
|
20.6K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.65K+ 5.97% |
$242K - $286K
|
64.8K
$5.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.57K+ 420.0% |
$237K - $280K
|
4.42K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.55KNew |
$236K - $279K
|
3.55K
$309K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.51K+ 54.18% |
$233K - $275K
|
10K
$870K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3.4K+ 113.33% |
$226K - $267K
|
6.4K
$557K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.37KNew |
$224K - $264K
|
3.37K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.3K+ 8.82% |
$219K - $258K
|
40.7K
$3.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.26KNew |
$216K - $255K
|
3.26K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$216K - $255K
|
3.25K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
3.24K+ 3.54% |
$215K - $254K
|
94.6K
$8.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.23K+ 3.27% |
$214K - $253K
|
102K
$8.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.2KNew |
$213K - $251K
|
3.2K
$278K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.07K+ 36.86% |
$204K - $240K
|
11.4K
$990K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.02K+ 59.04% |
$200K - $237K
|
8.13K
$707K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.99K+ 3.51% |
$198K - $234K
|
88.2K
$7.67M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.94K+ 9.99% |
$195K - $230K
|
32.4K
$2.81M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.92KNew |
$194K - $229K
|
2.92K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.9KNew |
$193K - $227K
|
2.9K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.86KNew |
$190K - $224K
|
2.86K
$249K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$189K - $224K
|
2.85K
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.84K+ 265.86% |
$189K - $223K
|
3.91K
$340K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.81KNew |
$186K - $220K
|
2.81K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.79K+ 54.13% |
$185K - $219K
|
7.95K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.78K+ 16.09% |
$184K - $218K
|
20K
$1.74M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.78KNew |
$184K - $218K
|
2.78K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.76KNew |
$183K - $217K
|
2.76K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.75KNew |
$182K - $215K
|
2.75K
$239K
|