Purchases and Sales Made in Q3 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q3 2023. 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 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.26K+ 53.16% |
$424K - $952K
|
18K
$1.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6.16K+ 97.52% |
$418K - $936K
|
12.5K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6.16K+ 100.03% |
$418K - $936K
|
12.3K
$1.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.13K+ 72.83% |
$415K - $931K
|
14.5K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.11K+ 163.53% |
$414K - $928K
|
9.84K
$807K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.1K+ 100.0% |
$413K - $927K
|
12.2K
$1M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
6.02K+ 100.0% |
$408K - $915K
|
12K
$987K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6K+ 106.67% |
$407K - $912K
|
11.6K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.98KNew |
$405K - $909K
|
5.98K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.97K+ 24.56% |
$404K - $907K
|
30.3K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
5.92KNew |
$401K - $899K
|
5.92K
$485K
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
5.8K+ 100.0% |
$393K - $882K
|
11.6K
$951K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
5.69K+ 103.79% |
$386K - $865K
|
11.2K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.63KNew |
$382K - $856K
|
5.63K
$462K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.58K+ 127.26% |
$378K - $848K
|
9.97K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.58K+ 70.91% |
$378K - $848K
|
13.5K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.58K+ 120.28% |
$378K - $847K
|
10.2K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
5.57K+ 101.53% |
$378K - $847K
|
11.1K
$907K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.55K+ 121.0% |
$376K - $844K
|
10.1K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.55K+ 87.31% |
$376K - $843K
|
11.9K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.52K+ 213.83% |
$374K - $839K
|
8.1K
$664K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5.47K+ 101.62% |
$371K - $831K
|
10.9K
$890K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
5.45K+ 98.73% |
$369K - $828K
|
11K
$899K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.34K+ 68.86% |
$362K - $811K
|
13.1K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.22KNew |
$354K - $793K
|
5.22K
$428K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
5.17K+ 105.99% |
$350K - $785K
|
10K
$823K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.17K+ 100.0% |
$350K - $785K
|
10.3K
$847K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.16K+ 97.49% |
$350K - $784K
|
10.5K
$857K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
5.16KNew |
$350K - $784K
|
5.16K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.15K+ 101.48% |
$349K - $782K
|
10.2K
$837K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5.06K+ 99.98% |
$343K - $769K
|
10.1K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.01K+ 100.0% |
$340K - $762K
|
10K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.9K+ 119.59% |
$332K - $745K
|
9K
$738K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.87KNew |
$330K - $741K
|
4.87K
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.87K+ 62.55% |
$330K - $739K
|
12.6K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
4.8K+ 100.0% |
$325K - $729K
|
9.6K
$787K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 87.54% |
$325K - $729K
|
10.3K
$843K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.74K+ 100.0% |
$322K - $721K
|
9.49K
$778K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.73KNew |
$320K - $718K
|
4.73K
$387K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.72K+ 99.14% |
$320K - $717K
|
9.48K
$777K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.72K+ 99.14% |
$320K - $717K
|
9.48K
$777K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.66K+ 86.09% |
$316K - $708K
|
10.1K
$826K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.66K+ 149.34% |
$316K - $708K
|
7.78K
$638K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.61KNew |
$312K - $700K
|
4.61K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 2678.7% |
$307K - $688K
|
4.7K
$385K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.49K+ 94.13% |
$304K - $682K
|
9.25K
$758K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.46K+ 137.49% |
$302K - $677K
|
7.7K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
4.42K+ 155.02% |
$299K - $671K
|
7.27K
$596K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.41KNew |
$299K - $669K
|
4.41K
$361K
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$298K - $669K
|
8.8K
$721K
|