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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
54+ 4.77% |
$1.32K - $9.49K
|
1.19K
$103K
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
52+ 2.6% |
$1.27K - $9.13K
|
2.06K
$178K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
52+ 1.32% |
$1.27K - $9.13K
|
3.99K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
51+ 3.72% |
$1.25K - $8.96K
|
1.42K
$123K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
51+ 16.29% |
$1.25K - $8.96K
|
364
$31.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
50+ 1.81% |
$1.22K - $8.78K
|
2.81K
$244K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.6% |
$1.22K - $8.78K
|
8.34K
$724K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
48New |
$1.17K - $8.43K
|
48
$4.17K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
48+ 1.39% |
$1.17K - $8.43K
|
3.51K
$305K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 4.04% |
$1.15K - $8.26K
|
1.21K
$105K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
47+ 127.03% |
$1.15K - $8.26K
|
84
$7.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
43+ 48.31% |
$1.05K - $7.55K
|
132
$11.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
41+ 2.6% |
$1K - $7.2K
|
1.62K
$141K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
40+ 0.77% |
$979 - $7.03K
|
5.26K
$457K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40+ 8.21% |
$979 - $7.03K
|
527
$45.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
37+ 1.31% |
$905 - $6.5K
|
2.86K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36+ 1.77% |
$881 - $6.32K
|
2.07K
$179K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 1.46% |
$856 - $6.15K
|
2.43K
$211K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.69% |
$832 - $5.97K
|
4.96K
$430K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 1.09% |
$832 - $5.97K
|
3.16K
$274K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
33+ 9.12% |
$808 - $5.8K
|
395
$34.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
31+ 0.09% |
$759 - $5.45K
|
33.6K
$2.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
31+ 620.0% |
$759 - $5.45K
|
36
$3.13K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
30+ 8.31% |
$734 - $5.27K
|
391
$33.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
29+ 1.43% |
$710 - $5.09K
|
2.05K
$178K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
29+ 4.76% |
$710 - $5.09K
|
638
$55.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
28+ 0.37% |
$685 - $4.92K
|
7.67K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
27+ 1.18% |
$661 - $4.74K
|
2.31K
$201K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 5.23% |
$661 - $4.74K
|
543
$47.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
26+ 1.45% |
$636 - $4.57K
|
1.82K
$158K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.29% |
$636 - $4.57K
|
2.04K
$177K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
25+ 2.91% |
$612 - $4.39K
|
885
$76.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
24New |
$587 - $4.22K
|
24
$2.08K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
24+ 0.94% |
$587 - $4.22K
|
2.57K
$223K
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
23+ 0.65% |
$563 - $4.04K
|
3.59K
$311K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.77% |
$538 - $3.86K
|
2.89K
$251K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
22+ 0.5% |
$538 - $3.86K
|
4.39K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
21+ 0.77% |
$514 - $3.69K
|
2.77K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.76% |
$489 - $3.51K
|
2.64K
$229K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 32.79% |
$489 - $3.51K
|
81
$7.03K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
19+ 0.21% |
$465 - $3.34K
|
9K
$781K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 0.04% |
$465 - $3.34K
|
45.3K
$3.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 24.32% |
$440 - $3.16K
|
92
$7.99K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.55% |
$416 - $2.99K
|
3.12K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17+ 154.55% |
$416 - $2.99K
|
28
$2.43K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
16+ 47.06% |
$392 - $2.81K
|
50
$4.34K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 22.39% |
$367 - $2.63K
|
82
$7.12K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 150.0% |
$367 - $2.63K
|
25
$2.17K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 2.17% |
$367 - $2.63K
|
705
$61.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15+ 1.05% |
$367 - $2.63K
|
1.44K
$125K
|