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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-87- 0.39% |
$2.13K - $15.3K
|
22.4K
$1.79M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-88- 77.19% |
$2.15K - $15.5K
|
26
$2.07K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-96- 3.55% |
$2.35K - $16.9K
|
2.61K
$208K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-100- 1.44% |
$2.45K - $17.6K
|
6.84K
$546K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100- 78.13% |
$2.45K - $17.6K
|
28
$2.23K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-103- 0.2% |
$2.52K - $18.1K
|
51.1K
$4.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-103- 3.39% |
$2.52K - $18.1K
|
2.93K
$234K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-104- 3.84% |
$2.54K - $18.3K
|
2.6K
$208K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-105- 1.6% |
$2.57K - $18.4K
|
6.47K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-115- 1.51% |
$2.81K - $20.2K
|
7.49K
$598K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-119- 8.15% |
$2.91K - $20.9K
|
1.34K
$107K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-120- 7.61% |
$2.94K - $21.1K
|
1.46K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-121- 0.06% |
$2.96K - $21.3K
|
206K
$16.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-131- 8.82% |
$3.21K - $23K
|
1.36K
$108K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-132- 1.24% |
$3.23K - $23.2K
|
10.6K
$842K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-132- 16.24% |
$3.23K - $23.2K
|
681
$54.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-139- 8.19% |
$3.4K - $24.4K
|
1.56K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-145- 18.47% |
$3.55K - $25.5K
|
640
$51.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-151- 4.76% |
$3.69K - $26.5K
|
3.02K
$241K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-156- 0.19% |
$3.82K - $27.4K
|
82.6K
$6.59M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-159- 1.13% |
$3.89K - $27.9K
|
14K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-160- 4.99% |
$3.92K - $28.1K
|
3.05K
$243K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-177- 5.84% |
$4.33K - $31.1K
|
2.85K
$228K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-188- 74.9% |
$4.6K - $33K
|
63
$5.03K
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-190- 0.82% |
$4.65K - $33.4K
|
22.9K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-190- 1.03% |
$4.65K - $33.4K
|
18.3K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-195- 0.94% |
$4.77K - $34.3K
|
20.6K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-200- 4.92% |
$4.89K - $35.1K
|
3.87K
$308K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-210- 13.27% |
$5.14K - $36.9K
|
1.37K
$110K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-217- 42.89% |
$5.31K - $38.1K
|
289
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-219- 1.16% |
$5.36K - $38.5K
|
18.7K
$1.49M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-219- 1.16% |
$5.36K - $38.5K
|
18.7K
$1.49M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-222- 9.16% |
$5.43K - $39K
|
2.2K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-226- 3.94% |
$5.53K - $39.7K
|
5.51K
$440K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-226- 10.66% |
$5.53K - $39.7K
|
1.9K
$151K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-230- 36.51% |
$5.63K - $40.4K
|
400
$31.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-240- 4.98% |
$5.87K - $42.2K
|
4.58K
$366K
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-249- 0.44% |
$6.09K - $43.7K
|
56.3K
$4.49M
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-250- 15.26% |
$6.12K - $43.9K
|
1.39K
$111K
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-255- 10.87% |
$6.24K - $44.8K
|
2.09K
$167K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-273- 10.21% |
$6.68K - $48K
|
2.4K
$192K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-275- 0.49% |
$6.73K - $48.3K
|
55.8K
$4.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-276- 21.36% |
$6.75K - $48.5K
|
1.02K
$81.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-288- 0.96% |
$7.05K - $50.6K
|
29.8K
$2.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-298- 0.34% |
$7.29K - $52.3K
|
87.5K
$6.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-300- 10.53% |
$7.34K - $52.7K
|
2.55K
$203K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-308- 18.4% |
$7.54K - $54.1K
|
1.37K
$109K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-309- 7.17% |
$7.56K - $54.3K
|
4K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-310- 70.29% |
$7.59K - $54.5K
|
131
$10.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-323- 13.4% |
$7.9K - $56.7K
|
2.09K
$167K
|