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 |
|---|---|---|---|---|---|---|---|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 2.44% |
$48.9 - $351
|
80
$6.38K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2- 50.0% |
$48.9 - $351
|
2
$160
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3- 25.0% |
$73.4 - $527
|
9
$718
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$73.4 - $527
|
2.44K
$195K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4- 0.2% |
$97.9 - $703
|
1.95K
$156K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 4.76% |
$122 - $878
|
100
$7.98K
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-5- 0.17% |
$122 - $878
|
3.01K
$240K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.28% |
$147 - $1.05K
|
2.12K
$169K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7- 0.27% |
$171 - $1.23K
|
2.63K
$210K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7- 0.15% |
$171 - $1.23K
|
4.8K
$383K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 1.84% |
$171 - $1.23K
|
373
$29.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-8- 6.5% |
$196 - $1.41K
|
115
$9.18K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-9- 10.71% |
$220 - $1.58K
|
75
$5.99K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 6.12% |
$220 - $1.58K
|
138
$11K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10- 0.72% |
$245 - $1.76K
|
1.38K
$110K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10- 1.86% |
$245 - $1.76K
|
527
$42.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.02% |
$294 - $2.11K
|
66.1K
$5.27M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 1.8% |
$294 - $2.11K
|
654
$52.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-16- 1.17% |
$392 - $2.81K
|
1.35K
$108K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.95% |
$416 - $2.99K
|
1.77K
$141K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 0.24% |
$416 - $2.99K
|
7.09K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17- 29.31% |
$416 - $2.99K
|
41
$3.27K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-22- 18.97% |
$538 - $3.86K
|
94
$7.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22- 0.42% |
$538 - $3.86K
|
5.18K
$413K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-22- 18.97% |
$538 - $3.86K
|
94
$7.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-28- 0.75% |
$685 - $4.92K
|
3.72K
$297K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-30- 0.7% |
$734 - $5.27K
|
4.26K
$340K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-31- 0.48% |
$759 - $5.45K
|
6.48K
$517K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-33- 70.21% |
$808 - $5.8K
|
14
$1.12K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-35Closed |
$856 - $6.15K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-40- 1.44% |
$979 - $7.03K
|
2.75K
$219K
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 0.97% |
$979 - $7.03K
|
4.09K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-41- 0.27% |
$1K - $7.2K
|
15K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-43- 8.45% |
$1.05K - $7.55K
|
466
$37.2K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 66.67% |
$1.08K - $7.73K
|
22
$1.76K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 20.0% |
$1.22K - $8.78K
|
200
$16K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-52- 7.83% |
$1.27K - $9.13K
|
612
$48.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-64- 1.8% |
$1.57K - $11.2K
|
3.49K
$278K
|
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-65- 1.0% |
$1.59K - $11.4K
|
6.41K
$511K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-65- 75.58% |
$1.59K - $11.4K
|
21
$1.68K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-68- 3.4% |
$1.66K - $11.9K
|
1.93K
$154K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-72- 2.48% |
$1.76K - $12.6K
|
2.83K
$226K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-74- 3.2% |
$1.81K - $13K
|
2.24K
$179K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 1.44% |
$1.84K - $13.2K
|
5.13K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-75- 0.23% |
$1.84K - $13.2K
|
32.6K
$2.61M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-81- 2.63% |
$1.98K - $14.2K
|
3K
$239K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-81- 2.63% |
$1.98K - $14.2K
|
3K
$239K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-83- 3.61% |
$2.03K - $14.6K
|
2.21K
$177K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-85- 1.79% |
$2.08K - $14.9K
|
4.66K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-86- 49.71% |
$2.1K - $15.1K
|
87
$6.94K
|