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 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
2.73KNew |
$181K - $214K
|
2.73K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.73KNew |
$181K - $214K
|
2.73K
$237K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.72KNew |
$181K - $213K
|
2.72K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.71KNew |
$180K - $213K
|
2.71K
$236K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.7K+ 11.38% |
$179K - $211K
|
26.4K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.69KNew |
$179K - $211K
|
2.69K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
2.68KNew |
$178K - $210K
|
2.68K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.68KNew |
$178K - $210K
|
2.68K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.67K+ 67.23% |
$177K - $209K
|
6.64K
$578K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.67K+ 1.48% |
$177K - $209K
|
183K
$15.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.66KNew |
$177K - $209K
|
2.66K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.64KNew |
$176K - $207K
|
2.64K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.64KNew |
$176K - $207K
|
2.64K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.64KNew |
$175K - $207K
|
2.64K
$230K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.64KNew |
$175K - $207K
|
2.64K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.61KNew |
$173K - $205K
|
2.61K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.6KNew |
$173K - $204K
|
2.6K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.57K+ 4.18% |
$170K - $201K
|
64K
$5.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.56K+ 3.69% |
$170K - $201K
|
72K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.55K+ 28.88% |
$169K - $200K
|
11.4K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.53K+ 12.87% |
$168K - $198K
|
22.2K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 96.75% |
$164K - $194K
|
5.02K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.41K+ 83.01% |
$160K - $189K
|
5.31K
$462K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4KNew |
$159K - $188K
|
2.4K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.36K+ 23.1% |
$157K - $185K
|
12.6K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.35K+ 7.37% |
$156K - $184K
|
34.2K
$2.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.31K+ 10.05% |
$153K - $181K
|
25.2K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.28K+ 33.69% |
$151K - $179K
|
9.04K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.25K+ 3.02% |
$150K - $177K
|
76.8K
$6.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.21K+ 0.67% |
$147K - $173K
|
331K
$28.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.18K+ 1.71% |
$145K - $171K
|
130K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.14K+ 40.99% |
$142K - $167K
|
7.35K
$639K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.04K+ 11.06% |
$135K - $160K
|
20.5K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.03K+ 4.47% |
$135K - $159K
|
47.4K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.03KNew |
$135K - $159K
|
2.03K
$176K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.02K+ 14.86% |
$134K - $158K
|
15.6K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.99K+ 3984.0% |
$132K - $156K
|
2.04K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.97K+ 11.04% |
$131K - $155K
|
19.9K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.96K+ 6.45% |
$130K - $154K
|
32.4K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.95K+ 2.18% |
$129K - $153K
|
91.3K
$7.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.91K+ 13.21% |
$127K - $150K
|
16.4K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 34.53% |
$126K - $149K
|
7.42K
$645K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.9K+ 5.11% |
$126K - $149K
|
39.2K
$3.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.82K+ 6.43% |
$121K - $143K
|
30.1K
$2.62M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.81K+ 237.43% |
$120K - $142K
|
2.58K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.81K+ 4.18% |
$120K - $142K
|
45K
$3.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.8K+ 165.2% |
$120K - $141K
|
2.9K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 13.7% |
$118K - $139K
|
14.7K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.75K+ 34.65% |
$116K - $137K
|
6.8K
$592K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.69KNew |
$112K - $132K
|
1.69K
$147K
|