Purchases and Sales Made in Q2 2024 in Sempra Energy (SRE)

SRE Quotes by TradingView

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
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
652
+ 2.17%
$43.3K - $51.1K
30.7K $2.67M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
641
New
$42.6K - $50.3K
641 $55.7K
Aug 06, 2024 Q2 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
629
+ 11.19%
$41.8K - $49.3K
6.25K $544K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
625
+ 20.05%
$41.5K - $49K
3.74K $325K
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
624
+ 3.56%
$41.4K - $48.9K
18.1K $1.58M
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
620
+ 18.76%
$41.2K - $48.6K
3.93K $341K
Jul 03, 2024 Q2 2024
Moody National Bank Trust Division

BUY
 -
611
+ 2.91%
$40.6K - $47.9K
21.6K $1.88M
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
604
+ 18.86%
$40.1K - $47.4K
3.81K $331K
Jul 31, 2024 Q2 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
600
+ 1666.67%
$39.8K - $47K
636 $55.3K
Jul 15, 2024 Q2 2024
Advisor Resource Council

BUY
 -
597
+ 2.51%
$39.6K - $46.8K
24.4K $2.12M
Jul 09, 2024 Q2 2024
Fulton Bank, N.A.

BUY
 -
583
+ 11.93%
$38.7K - $45.7K
5.47K $475K
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
572
+ 8.36%
$38K - $44.8K
7.41K $645K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
556
+ 15.4%
$36.9K - $43.6K
4.17K $362K
Jul 29, 2024 Q2 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
555
+ 100.0%
$36.9K - $43.5K
1.11K $96.5K
Jul 30, 2024 Q2 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
545
+ 8.77%
$36.2K - $42.7K
6.76K $588K
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
535
+ 16.68%
$35.5K - $41.9K
3.74K $325K
Jul 12, 2024 Q2 2024
Congress Park Capital LLC

BUY
 -
530
+ 17.97%
$35.2K - $41.6K
3.48K $303K
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

BUY
 -
526
+ 6.72%
$34.9K - $41.2K
8.35K $726K
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
518
+ 0.74%
$34.4K - $40.6K
70.1K $6.1M
Aug 01, 2024 Q2 2024
Oregon Public Employees Retirement Fund

BUY
 -
510
+ 0.95%
$33.9K - $40K
54.3K $4.73M
Aug 13, 2024 Q2 2024
Pitcairn CO

Jenkintown, PA
BUY
 -
510
+ 14.42%
$33.9K - $40K
4.05K $352K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
507
New
$33.7K - $39.7K
507 $44.1K
Jul 12, 2024 Q2 2024
Ignite Planners, LLC

BUY
 -
504
+ 4.99%
$33.5K - $39.5K
10.6K $922K
Jul 25, 2024 Q2 2024
Spirit Of America Management Corp

BUY
 -
500
+ 4.88%
$33.2K - $39.2K
10.8K $935K
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
493
+ 13.71%
$32.7K - $38.7K
4.09K $356K
Aug 14, 2024 Q2 2024
Norinchukin Bank, The

Tokyo, M0
BUY
 -
474
+ 2.13%
$31.5K - $37.2K
22.7K $1.98M
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
462
+ 2.16%
$30.7K - $36.2K
21.9K $1.9M
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
460
+ 0.9%
$30.5K - $36.1K
51.4K $4.47M
Jul 26, 2024 Q2 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
460
+ 7.52%
$30.5K - $36.1K
6.58K $572K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
458
New
$30.4K - $35.9K
458 $39.8K
Aug 14, 2024 Q2 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
457
+ 2.37%
$30.3K - $35.8K
19.8K $1.72M
Aug 09, 2024 Q2 2024
Sierra Summit Advisors LLC

Incline Village, NV
BUY
 -
451
+ 11.64%
$30K - $35.4K
4.32K $376K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
437
+ 0.12%
$29K - $34.3K
350K $30.5M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
432
New
$28.7K - $33.9K
432 $37.6K
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
430
+ 67.61%
$28.6K - $33.7K
1.07K $92.7K
Aug 02, 2024 Q2 2024
South State Corp

BUY
 -
423
+ 900.0%
$28.1K - $33.2K
470 $40.9K
Aug 05, 2024 Q2 2024
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
422
+ 14.65%
$28K - $33.1K
3.3K $287K
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
422
+ 1.45%
$28K - $33.1K
29.4K $2.56M
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
413
+ 6.55%
$27.4K - $32.4K
6.72K $585K
Aug 14, 2024 Q2 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
409
+ 11.65%
$27.2K - $32.1K
3.92K $341K
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
402
+ 3.83%
$26.7K - $31.5K
10.9K $947K
Aug 08, 2024 Q2 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
400
+ 80.97%
$26.6K - $31.4K
894 $77.7K
Jul 15, 2024 Q2 2024
Sequoia Financial Advisors, LLC

BUY
 -
399
+ 6.32%
$26.5K - $31.3K
6.71K $583K
Jul 18, 2024 Q2 2024
Assenagon Asset Management S.A.

BUY
 -
397
+ 2.7%
$26.4K - $31.1K
15.1K $1.31M
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
394
New
$26.2K - $30.9K
394 $34.3K
Jul 09, 2024 Q2 2024
Marion Wealth Management

BUY
 -
392
+ 3.07%
$26K - $30.7K
13.2K $1.14M
Aug 13, 2024 Q2 2024
Eventide Asset Management, LLC

Boston, MA
BUY
 -
388
+ 0.49%
$25.8K - $30.4K
78.9K $6.86M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
386
+ 0.33%
$25.6K - $30.3K
118K $10.2M
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
384
+ 3.65%
$25.5K - $30.1K
10.9K $947K

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