Purchases and Sales Made in Q3 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15New |
$367 - $2.63K
|
15
$1.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.57% |
$343 - $2.46K
|
2.46K
$214K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 2.47% |
$343 - $2.46K
|
581
$50.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.44% |
$343 - $2.46K
|
3.21K
$278K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
12+ 1.57% |
$294 - $2.11K
|
775
$67.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12+ 0.71% |
$294 - $2.11K
|
1.69K
$147K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
12+ 1.57% |
$294 - $2.11K
|
775
$67.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
12+ 0.67% |
$294 - $2.11K
|
1.81K
$157K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
12+ 54.55% |
$294 - $2.11K
|
34
$2.95K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
12+ 0.43% |
$294 - $2.11K
|
2.82K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11+ 0.71% |
$269 - $1.93K
|
1.57K
$136K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
11+ 0.73% |
$269 - $1.93K
|
1.53K
$132K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 5.26% |
$245 - $1.76K
|
200
$17.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$245 - $1.76K
|
10
$868
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 1.12% |
$220 - $1.58K
|
813
$70.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.02% |
$196 - $1.41K
|
45.1K
$3.91M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8+ 0.31% |
$196 - $1.41K
|
2.56K
$222K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
8New |
$196 - $1.41K
|
8
$694
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$122 - $878
|
5
$434
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.26% |
$122 - $878
|
1.89K
$164K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$122 - $878
|
1.5K
$130K
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5+ 0.16% |
$122 - $878
|
3.09K
$268K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
5New |
$122 - $878
|
5
$434
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$122 - $878
|
1.87K
$162K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 5.49% |
$122 - $878
|
96
$8.33K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 25.0% |
$97.9 - $703
|
20
$1.74K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.4% |
$97.9 - $703
|
1.02K
$88.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.78% |
$97.9 - $703
|
514
$44.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 1.72% |
$97.9 - $703
|
236
$20.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.81% |
$97.9 - $703
|
499
$43.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.3% |
$97.9 - $703
|
1.35K
$117K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.4% |
$73.4 - $527
|
751
$65.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.02% |
$73.4 - $527
|
14.4K
$1.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.62% |
$48.9 - $351
|
326
$28.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$48.9 - $351
|
1.47K
$127K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.16% |
$48.9 - $351
|
1.24K
$108K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.76% |
$48.9 - $351
|
266
$23.1K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$48.9 - $351
|
5
$434
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
1+ 0.0% |
$24.5 - $176
|
358K
$31M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$24.5 - $176
|
1.15K
$99.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.03% |
$24.5 - $176
|
3.02K
$262K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.04% |
$24.5 - $176
|
50
$4.34K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 0.5% |
$24.5 - $176
|
201
$17.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.32% |
$24.5 - $176
|
312
$27.1K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$24.5 - $176
|
8.05K
$699K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.05% |
$24.5 - $176
|
1.91K
$166K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2- 4.44% |
$48.9 - $351
|
43
$3.73K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 2.44% |
$48.9 - $351
|
80
$6.94K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.06% |
$48.9 - $351
|
186
$16.1K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.77% |
$48.9 - $351
|
258
$22.4K
|