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 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
611+ 23.81% |
$15K - $107K
|
3.18K
$276K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
585+ 6.6% |
$14.3K - $103K
|
9.45K
$820K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
584+ 22.58% |
$14.3K - $103K
|
3.17K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
561+ 23.15% |
$13.7K - $98.5K
|
2.98K
$259K
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
552+ 7.8% |
$13.5K - $97K
|
7.63K
$662K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
550+ 32.84% |
$13.5K - $96.6K
|
2.23K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
548+ 23.21% |
$13.4K - $96.3K
|
2.91K
$253K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
544+ 6.48% |
$13.3K - $95.6K
|
8.94K
$776K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
542+ 33.62% |
$13.3K - $95.2K
|
2.15K
$187K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
531+ 3.71% |
$13K - $93.3K
|
14.8K
$1.29M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
526+ 4.9% |
$12.9K - $92.4K
|
11.3K
$978K
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
522+ 8.84% |
$12.8K - $91.7K
|
6.43K
$558K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
508+ 5.68% |
$12.4K - $89.2K
|
9.45K
$820K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
500New |
$12.2K - $87.8K
|
500
$43.4K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
499+ 78.83% |
$12.2K - $87.6K
|
1.13K
$98.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
497+ 23.8% |
$12.2K - $87.3K
|
2.59K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
493+ 2347.62% |
$12.1K - $86.6K
|
514
$44.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
478+ 8.18% |
$11.7K - $84K
|
6.32K
$548K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
468+ 15.92% |
$11.5K - $82.2K
|
3.41K
$296K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
463+ 18.49% |
$11.3K - $81.3K
|
2.97K
$258K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
452+ 23.65% |
$11.1K - $79.4K
|
2.36K
$205K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
451+ 7.48% |
$11K - $79.2K
|
6.48K
$563K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
421+ 2.76% |
$10.3K - $73.9K
|
15.7K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
413+ 5.82% |
$10.1K - $72.5K
|
7.51K
$652K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
398+ 0.54% |
$9.74K - $69.9K
|
73.9K
$6.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
395+ 4.31% |
$9.67K - $69.4K
|
9.55K
$829K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
395New |
$9.67K - $69.4K
|
395
$34.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
391+ 5.91% |
$9.57K - $68.7K
|
7.01K
$609K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
386+ 4.57% |
$9.45K - $67.8K
|
8.84K
$767K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
374+ 4.74% |
$9.15K - $65.7K
|
8.26K
$717K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
372+ 2066.67% |
$9.1K - $65.3K
|
390
$33.9K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
369+ 12.14% |
$9.03K - $64.8K
|
3.41K
$296K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
352+ 8.58% |
$8.61K - $61.8K
|
4.46K
$387K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
350+ 10.76% |
$8.56K - $61.5K
|
3.6K
$313K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
339+ 0.43% |
$8.3K - $59.5K
|
79.7K
$6.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
336+ 3.03% |
$8.22K - $59K
|
11.4K
$991K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 8.25% |
$8.15K - $58.5K
|
4.37K
$379K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
325+ 0.71% |
$7.95K - $57.1K
|
46.4K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
316+ 4.27% |
$7.73K - $55.5K
|
7.72K
$671K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
305+ 7.55% |
$7.46K - $53.6K
|
4.35K
$377K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
304+ 8.19% |
$7.44K - $53.4K
|
4.02K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.53% |
$7.34K - $52.7K
|
56.4K
$4.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
299+ 5.94% |
$7.32K - $52.5K
|
5.33K
$463K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
295+ 1.02% |
$7.22K - $51.8K
|
29.2K
$2.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
287+ 4.67% |
$7.02K - $50.4K
|
6.43K
$558K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
286+ 11.11% |
$7K - $50.2K
|
2.86K
$248K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
285+ 18.84% |
$6.97K - $50.1K
|
1.8K
$156K
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
279+ 4.88% |
$6.83K - $49K
|
5.99K
$520K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
277+ 1.46% |
$6.78K - $48.7K
|
19.2K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
276+ 0.63% |
$6.75K - $48.5K
|
44.3K
$3.85M
|