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 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
271+ 6.16% |
$6.63K - $47.6K
|
4.67K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
258+ 13.28% |
$6.31K - $45.3K
|
2.2K
$191K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
248+ 2.92% |
$6.07K - $43.6K
|
8.74K
$758K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
247+ 10.67% |
$6.04K - $43.4K
|
2.56K
$222K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
244+ 5.61% |
$5.97K - $42.9K
|
4.59K
$398K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
242+ 38.72% |
$5.92K - $42.5K
|
867
$75.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
236New |
$5.77K - $41.5K
|
236
$20.5K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
236+ 5.42% |
$5.77K - $41.5K
|
4.59K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
232+ 15.8% |
$5.68K - $40.8K
|
1.7K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
231+ 6.87% |
$5.65K - $40.6K
|
3.6K
$312K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
228+ 7.4% |
$5.58K - $40K
|
3.31K
$287K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
225+ 13.0% |
$5.51K - $39.5K
|
1.96K
$170K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
217+ 16.21% |
$5.31K - $38.1K
|
1.56K
$135K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
213+ 6.07% |
$5.21K - $37.4K
|
3.72K
$323K
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
203+ 0.19% |
$4.97K - $35.7K
|
104K
$9.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
203+ 4.09% |
$4.97K - $35.7K
|
5.17K
$449K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.24% |
$4.89K - $35.1K
|
85.1K
$7.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
200New |
$4.89K - $35.1K
|
200
$17.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.01% |
$4.89K - $35.1K
|
20.1K
$1.74M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
199+ 6.81% |
$4.87K - $35K
|
3.12K
$271K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
198+ 440.0% |
$4.85K - $34.8K
|
243
$21.1K
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
197+ 13.42% |
$4.82K - $34.6K
|
1.67K
$145K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
192+ 8.29% |
$4.7K - $33.7K
|
2.51K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
185+ 6.88% |
$4.53K - $32.5K
|
2.88K
$250K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
175+ 8.54% |
$4.28K - $30.7K
|
2.22K
$193K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
166+ 9.21% |
$4.06K - $29.2K
|
1.97K
$171K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
158+ 8.08% |
$3.87K - $27.8K
|
2.11K
$184K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
153+ 1.02% |
$3.74K - $26.9K
|
15.1K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
147New |
$3.6K - $25.8K
|
147
$12.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
128+ 4.34% |
$3.13K - $22.5K
|
3.08K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
126New |
$3.08K - $22.1K
|
126
$10.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
124+ 2.36% |
$3.03K - $21.8K
|
5.39K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
124+ 6.73% |
$3.03K - $21.8K
|
1.97K
$171K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
116+ 10.05% |
$2.84K - $20.4K
|
1.27K
$110K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
114+ 1.46% |
$2.79K - $20K
|
7.94K
$690K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
111+ 0.82% |
$2.72K - $19.5K
|
13.6K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
110+ 6.96% |
$2.69K - $19.3K
|
1.69K
$147K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
98+ 1.97% |
$2.4K - $17.2K
|
5.08K
$441K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
87+ 0.45% |
$2.13K - $15.3K
|
19.2K
$1.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
86+ 0.68% |
$2.1K - $15.1K
|
12.7K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
86+ 0.69% |
$2.1K - $15.1K
|
12.5K
$1.09M
|
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
84+ 1.76% |
$2.06K - $14.8K
|
4.85K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
83New |
$2.03K - $14.6K
|
83
$7.21K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80+ 15.3% |
$1.96K - $14.1K
|
603
$52.3K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
76New |
$1.86K - $13.3K
|
76
$6.6K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
75+ 5.38% |
$1.84K - $13.2K
|
1.47K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
72+ 3.12% |
$1.76K - $12.6K
|
2.38K
$207K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
63+ 0.35% |
$1.54K - $11.1K
|
17.9K
$1.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
57+ 5.62% |
$1.39K - $10K
|
1.07K
$93.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
55+ 0.28% |
$1.35K - $9.66K
|
19.6K
$1.7M
|