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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
150+ 25.91% |
$9.96K - $11.8K
|
729
$63.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
150+ 0.12% |
$9.96K - $11.8K
|
122K
$10.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
147+ 4.03% |
$9.76K - $11.5K
|
3.79K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
146New |
$9.7K - $11.4K
|
146
$12.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
144+ 400.0% |
$9.56K - $11.3K
|
180
$15.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
144+ 4.46% |
$9.56K - $11.3K
|
3.37K
$293K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
137+ 3.53% |
$9.1K - $10.7K
|
4.02K
$349K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
136+ 2.81% |
$9.03K - $10.7K
|
4.98K
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
134+ 2.77% |
$8.9K - $10.5K
|
4.96K
$432K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
131+ 2.76% |
$8.7K - $10.3K
|
4.88K
$425K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
130New |
$8.63K - $10.2K
|
130
$11.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
128New |
$8.5K - $10K
|
128
$11.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
127+ 1.62% |
$8.43K - $9.96K
|
7.95K
$691K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
123+ 2.0% |
$8.17K - $9.64K
|
6.27K
$545K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
116+ 2.7% |
$7.7K - $9.09K
|
4.42K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
111+ 2.46% |
$7.37K - $8.7K
|
4.63K
$402K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
111+ 17.73% |
$7.37K - $8.7K
|
737
$64.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
108+ 13.6% |
$7.17K - $8.47K
|
902
$78.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
103+ 1.11% |
$6.84K - $8.08K
|
9.4K
$817K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
100+ 0.91% |
$6.64K - $7.84K
|
11.1K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
96+ 0.86% |
$6.38K - $7.53K
|
11.2K
$977K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
95+ 1.43% |
$6.31K - $7.45K
|
6.74K
$586K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
90New |
$5.98K - $7.06K
|
90
$7.83K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
88New |
$5.84K - $6.9K
|
88
$7.65K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
84+ 10.73% |
$5.58K - $6.59K
|
867
$75.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
83+ 1.6% |
$5.51K - $6.51K
|
5.27K
$458K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
75+ 0.88% |
$4.98K - $5.88K
|
8.6K
$748K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
72+ 194.59% |
$4.78K - $5.64K
|
109
$9.48K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
71+ 17.49% |
$4.72K - $5.57K
|
477
$41.5K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
71+ 1.05% |
$4.72K - $5.57K
|
6.86K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
67+ 33.5% |
$4.45K - $5.25K
|
267
$23.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
64+ 7.08% |
$4.25K - $5.02K
|
968
$84.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
56+ 0.87% |
$3.72K - $4.39K
|
6.52K
$567K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 15.41% |
$3.65K - $4.31K
|
412
$35.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
52+ 1.4% |
$3.45K - $4.08K
|
3.77K
$328K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
52+ 3.47% |
$3.45K - $4.08K
|
1.55K
$135K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 0.94% |
$3.39K - $4K
|
5.5K
$478K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 5.51% |
$3.39K - $4K
|
977
$85K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
50+ 1.26% |
$3.32K - $3.92K
|
4.02K
$350K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
50+ 4.61% |
$3.32K - $3.92K
|
1.13K
$98.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
50New |
$3.32K - $3.92K
|
50
$4.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
48+ 133.33% |
$3.19K - $3.76K
|
84
$7.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
44+ 1.26% |
$2.92K - $3.45K
|
3.54K
$307K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
40New |
$2.66K - $3.14K
|
40
$3.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 0.66% |
$2.66K - $3.14K
|
6.09K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
39+ 0.91% |
$2.59K - $3.06K
|
4.34K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
38+ 0.17% |
$2.52K - $2.98K
|
21.9K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 0.61% |
$2.52K - $2.98K
|
6.24K
$543K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
38+ 0.71% |
$2.52K - $2.98K
|
5.39K
$468K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
37+ 39.36% |
$2.46K - $2.9K
|
131
$11.4K
|