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
|
Lindbrook Capital, LLC
|
BUY
|
- |
379+ 19.59% |
$25.2K - $29.7K
|
2.31K
$201K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
359+ 9.27% |
$23.8K - $28.1K
|
4.23K
$368K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
355+ 6.53% |
$23.6K - $27.8K
|
5.79K
$503K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350+ 147.68% |
$23.2K - $27.4K
|
587
$51K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
350+ 4.09% |
$23.2K - $27.4K
|
8.9K
$774K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
343+ 13.49% |
$22.8K - $26.9K
|
2.89K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
308+ 5.15% |
$20.5K - $24.1K
|
6.29K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
297+ 3.45% |
$19.7K - $23.3K
|
8.9K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
294+ 112.64% |
$19.5K - $23K
|
555
$48.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
292+ 2.87% |
$19.4K - $22.9K
|
10.5K
$911K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
288+ 1.2% |
$19.1K - $22.6K
|
24.3K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
286+ 2.86% |
$19K - $22.4K
|
10.3K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
285+ 4.34% |
$18.9K - $22.3K
|
6.86K
$596K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
281+ 1.35% |
$18.7K - $22K
|
21.1K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
276+ 4.72% |
$18.3K - $21.6K
|
6.13K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
254+ 4.11% |
$16.9K - $19.9K
|
6.44K
$560K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
250+ 2.63% |
$16.6K - $19.6K
|
9.74K
$847K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
249+ 97.65% |
$16.5K - $19.5K
|
504
$43.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
242+ 12.07% |
$16.1K - $19K
|
2.25K
$195K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
238+ 0.62% |
$15.8K - $18.7K
|
38.4K
$3.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
235+ 1.45% |
$15.6K - $18.4K
|
16.4K
$1.43M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
231+ 4.34% |
$15.3K - $18.1K
|
5.56K
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
228+ 3.28% |
$15.1K - $17.9K
|
7.17K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
228New |
$15.1K - $17.9K
|
228
$19.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
225+ 1.04% |
$14.9K - $17.6K
|
21.8K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
221+ 6.0% |
$14.7K - $17.3K
|
3.91K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
218+ 1.13% |
$14.5K - $17.1K
|
19.5K
$1.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
218+ 2.7% |
$14.5K - $17.1K
|
8.29K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
211+ 0.99% |
$14K - $16.5K
|
21.4K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
210+ 5.45% |
$13.9K - $16.5K
|
4.06K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
208New |
$13.8K - $16.3K
|
208
$18.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
206+ 2.78% |
$13.7K - $16.2K
|
7.61K
$661K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
202+ 0.77% |
$13.4K - $15.8K
|
26.5K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
202+ 3.98% |
$13.4K - $15.8K
|
5.28K
$459K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
200+ 4.85% |
$13.3K - $15.7K
|
4.33K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
190New |
$12.6K - $14.9K
|
190
$16.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
188New |
$12.5K - $14.7K
|
188
$16.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
188+ 2.09% |
$12.5K - $14.7K
|
9.16K
$797K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
180+ 7.41% |
$12K - $14.1K
|
2.61K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
179+ 0.39% |
$11.9K - $14K
|
46.4K
$4.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Scp Investment, LP
|
BUY
|
- |
172+ 3.72% |
$11.4K - $13.5K
|
4.8K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
170+ 141.67% |
$11.3K - $13.3K
|
290
$25.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
169+ 0.85% |
$11.2K - $13.2K
|
20.1K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
165New |
$11K - $12.9K
|
165
$14.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
159+ 2.95% |
$10.6K - $12.5K
|
5.55K
$483K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
156New |
$10.4K - $12.2K
|
156
$13.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
155+ 4.35% |
$10.3K - $12.2K
|
3.72K
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
154+ 3.82% |
$10.2K - $12.1K
|
4.18K
$364K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
152+ 1.23% |
$10.1K - $11.9K
|
12.6K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151+ 1.67% |
$10K - $11.8K
|
9.19K
$799K
|