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
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.68KNew |
$111K - $131K
|
1.68K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.66K+ 8.96% |
$110K - $130K
|
20.2K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 37.14% |
$108K - $128K
|
6.02K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.61K+ 9.05% |
$107K - $126K
|
19.3K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.57K+ 17.35% |
$104K - $123K
|
10.6K
$925K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$99.6K - $118K
|
1.5K
$130K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 13.69% |
$97.9K - $116K
|
12.2K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.46K+ 5.58% |
$97.2K - $115K
|
27.7K
$2.41M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.42K+ 44.4% |
$94.5K - $112K
|
4.63K
$402K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.41K+ 17.86% |
$93.6K - $110K
|
9.3K
$809K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.41K+ 1.49% |
$93.6K - $110K
|
96.2K
$8.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.37K+ 14.1% |
$90.8K - $107K
|
11.1K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.36K+ 0.69% |
$90.5K - $107K
|
200K
$17.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.35K+ 15.38% |
$89.4K - $106K
|
10.1K
$878K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.32K+ 23.61% |
$87.7K - $104K
|
6.92K
$601K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.26K+ 25.42% |
$83.7K - $98.9K
|
6.22K
$541K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.22K+ 21.84% |
$81K - $95.6K
|
6.81K
$592K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.17K+ 16.9% |
$77.8K - $91.9K
|
8.11K
$705K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 9.06% |
$75.9K - $89.6K
|
13.8K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.13K+ 17.29% |
$75K - $88.6K
|
7.67K
$667K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 2.84% |
$73.8K - $87.2K
|
40.3K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.11K+ 20.71% |
$73.6K - $86.9K
|
6.46K
$562K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 14.66% |
$73.5K - $86.8K
|
8.66K
$753K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.09K+ 7.43% |
$72.3K - $85.4K
|
15.8K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.08K+ 4.41% |
$72K - $85K
|
25.6K
$2.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.04K+ 2.28% |
$68.7K - $81.1K
|
46.4K
$4.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.03K+ 29.29% |
$68.3K - $80.7K
|
4.54K
$395K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 21.22% |
$66.9K - $79K
|
5.76K
$501K
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1K+ 6.65% |
$66.4K - $78.4K
|
16K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
987+ 24.35% |
$65.5K - $77.4K
|
5.04K
$438K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
961+ 18.81% |
$63.8K - $75.3K
|
6.07K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
957+ 14.0% |
$63.6K - $75K
|
7.79K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
902+ 32.16% |
$59.9K - $70.7K
|
3.71K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
900+ 10.26% |
$59.8K - $70.6K
|
9.67K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
899+ 1.02% |
$59.7K - $70.5K
|
89.3K
$7.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
886+ 2.22% |
$58.8K - $69.5K
|
40.8K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
860+ 9.87% |
$57.1K - $67.4K
|
9.57K
$832K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
852+ 7.29% |
$56.6K - $66.8K
|
12.5K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
851+ 5.13% |
$56.5K - $66.7K
|
17.4K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
844+ 6.03% |
$56.1K - $66.2K
|
14.8K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
833+ 10.28% |
$55.3K - $65.3K
|
8.94K
$777K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
828+ 8.45% |
$55K - $64.9K
|
10.6K
$924K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
802New |
$53.3K - $62.9K
|
802
$69.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
795+ 26.66% |
$52.8K - $62.3K
|
3.78K
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
779+ 6.41% |
$51.7K - $61.1K
|
12.9K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
727+ 103.12% |
$48.3K - $57K
|
1.43K
$125K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
708+ 9.85% |
$47K - $55.5K
|
7.9K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
708+ 49.65% |
$47K - $55.5K
|
2.13K
$186K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
696+ 0.5% |
$46.2K - $54.6K
|
140K
$12.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
655+ 13.81% |
$43.5K - $51.4K
|
5.4K
$469K
|