Purchases and Sales Made in Q3 2021 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
170New |
$21K - $23.2K
|
170
$15.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
170+ 100.59% |
$21K - $23.2K
|
339
$31.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
167+ 14.32% |
$20.6K - $22.8K
|
1.33K
$124K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
166+ 0.79% |
$20.5K - $22.7K
|
21.3K
$1.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
166+ 0.79% |
$20.5K - $22.7K
|
21.3K
$1.98M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
165+ 10.07% |
$20.4K - $22.6K
|
1.8K
$168K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
163+ 7.94% |
$20.2K - $22.3K
|
2.22K
$206K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
160+ 5.42% |
$19.8K - $21.9K
|
3.11K
$290K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
156+ 6.81% |
$19.3K - $21.3K
|
2.45K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
156+ 0.57% |
$19.3K - $21.3K
|
27.4K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
154+ 2.01% |
$19K - $21.1K
|
7.83K
$729K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
150New |
$18.5K - $20.5K
|
150
$14K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
144+ 0.72% |
$17.8K - $19.7K
|
20.3K
$1.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
143+ 27.77% |
$17.7K - $19.6K
|
658
$61.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
129+ 4.57% |
$15.9K - $17.6K
|
2.95K
$275K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
126+ 5.08% |
$15.6K - $17.2K
|
2.61K
$243K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
120New |
$14.8K - $16.4K
|
120
$11.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
114New |
$14.1K - $15.6K
|
114
$10.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
107+ 5.54% |
$13.2K - $14.6K
|
2.04K
$190K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
103New |
$12.7K - $14.1K
|
103
$9.59K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
101+ 1.1% |
$12.5K - $13.8K
|
9.32K
$868K
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
100+ 2.96% |
$12.4K - $13.7K
|
3.48K
$324K
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
BUY
|
- |
99+ 4.15% |
$12.2K - $13.5K
|
2.49K
$232K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
99+ 7.05% |
$12.2K - $13.5K
|
1.5K
$140K
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
96+ 1.46% |
$11.9K - $13.1K
|
6.69K
$623K
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
92+ 0.15% |
$11.4K - $12.6K
|
61.1K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
88+ 0.38% |
$10.9K - $12K
|
23.5K
$2.19M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 7.09% |
$10.5K - $11.6K
|
1.28K
$120K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
85+ 54.84% |
$10.5K - $11.6K
|
240
$22.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83+ 2.99% |
$10.3K - $11.4K
|
2.86K
$266K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
82+ 3.88% |
$10.1K - $11.2K
|
2.2K
$205K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
82+ 5.07% |
$10.1K - $11.2K
|
1.7K
$158K
|
|
|
Oct 29, 2021
Q3 2021
|
Twin Capital Management Inc
|
BUY
|
- |
80+ 1.06% |
$9.89K - $10.9K
|
7.62K
$710K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
75+ 0.38% |
$9.27K - $10.3K
|
20K
$1.86M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
75+ 90.36% |
$9.27K - $10.3K
|
158
$14.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
73+ 13.37% |
$9.02K - $9.98K
|
619
$57.6K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
71+ 4.02% |
$8.78K - $9.71K
|
1.84K
$171K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
68New |
$8.41K - $9.3K
|
68
$6.33K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 3.91% |
$8.04K - $8.89K
|
1.73K
$161K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
58New |
$7.17K - $7.93K
|
58
$5.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$6.3K - $6.97K
|
51
$4.75K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50+ 2.03% |
$6.18K - $6.84K
|
2.51K
$234K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
50+ 2.47% |
$6.18K - $6.84K
|
2.08K
$194K
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
45+ 0.57% |
$5.56K - $6.15K
|
7.98K
$743K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 2.71% |
$5.56K - $6.15K
|
1.71K
$159K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.73% |
$5.56K - $6.15K
|
6.25K
$582K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 6.88% |
$5.32K - $5.88K
|
668
$62.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 9.46% |
$4.94K - $5.47K
|
463
$43.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 11.8% |
$4.7K - $5.2K
|
360
$33.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
36+ 3.33% |
$4.45K - $4.92K
|
1.12K
$104K
|