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 02, 2022
Q3 2022
|
Tobam
|
BUY
|
- |
1.37KNew |
$33.4K - $240K
|
1.37K
$109K
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.36KNew |
$33.4K - $240K
|
1.36K
$109K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.36KNew |
$33.4K - $240K
|
1.36K
$109K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.36KNew |
$33.3K - $239K
|
1.36K
$109K
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.36KNew |
$33.2K - $238K
|
1.36K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.31K+ 36.8% |
$32.1K - $230K
|
4.88K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.3K+ 17.18% |
$31.9K - $229K
|
8.9K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.3K+ 10.26% |
$31.8K - $228K
|
14K
$1.11M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.28K+ 5.47% |
$31.2K - $224K
|
24.6K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.24K+ 3.28% |
$30.3K - $218K
|
39.1K
$3.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.24K+ 19.96% |
$30.3K - $218K
|
7.45K
$595K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.23K+ 1.06% |
$30.1K - $216K
|
117K
$9.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 9.13% |
$29.5K - $212K
|
14.4K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.2K+ 88.33% |
$29.3K - $210K
|
2.55K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.18K+ 41.76% |
$28.9K - $207K
|
4.01K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.13K+ 11.38% |
$27.6K - $198K
|
11K
$880K
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.1K+ 3.08% |
$26.9K - $193K
|
36.9K
$2.94M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 25.79% |
$26.7K - $192K
|
5.33K
$425K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.08K+ 2.37% |
$26.5K - $190K
|
46.8K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 847.15% |
$25.5K - $183K
|
1.17K
$93K
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.04K+ 71.47% |
$25.4K - $182K
|
2.49K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.03K+ 129.92% |
$25.2K - $181K
|
1.82K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.01K+ 19.97% |
$24.7K - $178K
|
6.07K
$485K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1K+ 14.03% |
$24.5K - $176K
|
8.15K
$650K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
935+ 37.44% |
$22.9K - $164K
|
3.43K
$274K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
900New |
$22K - $158K
|
900
$71.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
899+ 11.97% |
$22K - $158K
|
8.41K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
883+ 77.87% |
$21.6K - $155K
|
2.02K
$161K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
870+ 55.45% |
$21.3K - $153K
|
2.44K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
857+ 136.03% |
$21K - $151K
|
1.49K
$119K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
857+ 7.43% |
$21K - $151K
|
12.4K
$988K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
829+ 40.56% |
$20.3K - $146K
|
2.87K
$229K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
818New |
$20K - $144K
|
818
$65.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
777New |
$19K - $136K
|
777
$62K
|
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
757+ 1.55% |
$18.5K - $133K
|
49.7K
$3.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
744+ 13.55% |
$18.2K - $131K
|
6.24K
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
739+ 13.48% |
$18.1K - $130K
|
6.22K
$497K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
734+ 7.25% |
$18K - $129K
|
10.9K
$866K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
729+ 93.22% |
$17.8K - $128K
|
1.51K
$121K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
727+ 7.28% |
$17.8K - $128K
|
10.7K
$855K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
719+ 60.47% |
$17.6K - $126K
|
1.91K
$152K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
716+ 18.06% |
$17.5K - $126K
|
4.68K
$374K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
704+ 1.62% |
$17.2K - $124K
|
44.2K
$3.52M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
696+ 2.87% |
$17K - $122K
|
25K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
678+ 538.1% |
$16.6K - $119K
|
804
$64.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
BUY
|
- |
669New |
$16.4K - $118K
|
669
$53.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
666+ 15.85% |
$16.3K - $117K
|
4.87K
$389K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
654+ 15.3% |
$16K - $115K
|
4.93K
$393K
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
647+ 0.72% |
$15.8K - $114K
|
90.2K
$7.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
619+ 19.99% |
$15.1K - $109K
|
3.72K
$297K
|