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 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.36KNew |
$295K - $662K
|
4.36K
$363K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.36K+ 99.61% |
$295K - $662K
|
8.74K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.34K+ 97.51% |
$294K - $660K
|
8.8K
$733K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.33K+ 99.31% |
$293K - $658K
|
8.69K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.32K+ 116.65% |
$293K - $657K
|
8.03K
$669K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.2K+ 100.05% |
$285K - $639K
|
8.41K
$700K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
4.2K+ 105.26% |
$285K - $638K
|
8.19K
$682K
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.15K+ 100.0% |
$281K - $631K
|
8.31K
$692K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.15K+ 162.19% |
$281K - $631K
|
6.71K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.14K+ 97.32% |
$281K - $630K
|
8.4K
$700K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.1K+ 100.0% |
$278K - $623K
|
8.2K
$683K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 72.22% |
$275K - $616K
|
9.66K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.05K+ 95.29% |
$274K - $615K
|
8.3K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.04K+ 60.01% |
$274K - $613K
|
10.8K
$896K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.03KNew |
$273K - $613K
|
4.03K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.01K+ 62.02% |
$272K - $610K
|
10.5K
$873K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.01K+ 99.95% |
$272K - $609K
|
8.02K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.96K+ 100.66% |
$268K - $602K
|
7.9K
$658K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.94K+ 66.93% |
$267K - $598K
|
9.82K
$818K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.85K+ 99.12% |
$261K - $585K
|
7.73K
$644K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.84KNew |
$260K - $583K
|
3.84K
$319K
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.83K+ 194.42% |
$260K - $582K
|
5.8K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.83K+ 83.66% |
$259K - $581K
|
8.4K
$699K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.8KNew |
$258K - $577K
|
3.8K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.78K+ 113.03% |
$256K - $575K
|
7.13K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.77KNew |
$256K - $573K
|
3.77K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.74K+ 134.42% |
$253K - $568K
|
6.52K
$543K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.74K+ 59.42% |
$253K - $568K
|
10K
$835K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.73K+ 59.37% |
$253K - $567K
|
10K
$835K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
3.72K+ 99.25% |
$252K - $565K
|
7.47K
$622K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.71KNew |
$252K - $564K
|
3.71K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.7KNew |
$251K - $562K
|
3.7K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.68K+ 109.0% |
$249K - $559K
|
7.06K
$588K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.63K+ 147.24% |
$246K - $551K
|
6.09K
$507K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.61KNew |
$244K - $548K
|
3.61K
$300K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.59K+ 123.53% |
$243K - $546K
|
6.5K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.55K+ 99.55% |
$241K - $540K
|
7.12K
$593K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.55K+ 99.38% |
$240K - $539K
|
7.12K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.53K+ 91.58% |
$239K - $537K
|
7.39K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.47KNew |
$235K - $527K
|
3.47K
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 124.54% |
$234K - $525K
|
6.23K
$519K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.43K+ 113.76% |
$233K - $521K
|
6.45K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 107.25% |
$233K - $521K
|
6.63K
$552K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.42K+ 66.97% |
$232K - $520K
|
8.53K
$711K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.4K+ 100.0% |
$230K - $516K
|
6.8K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.4K+ 118.61% |
$230K - $516K
|
6.26K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
3.39K+ 99.3% |
$230K - $516K
|
6.81K
$567K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.38K+ 100.0% |
$229K - $513K
|
6.75K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.35K+ 3.38% |
$227K - $508K
|
102K
$8.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.34K+ 92.76% |
$227K - $508K
|
6.95K
$579K
|