Purchases and Sales Made in Q3 2023 in Sempra Energy (SRE)

SRE Quotes by TradingView

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 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
3.34K
New
$227K - $508K
3.34K $274K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
3.34K
+ 114.51%
$226K - $507K
6.26K $513K
Oct 20, 2023 Q3 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
3.33K
+ 113.66%
$226K - $506K
6.26K $513K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.3K
+ 106.27%
$224K - $502K
6.41K $526K
Nov 14, 2023 Q3 2023
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
3.29K
+ 116.87%
$223K - $500K
6.11K $500K
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
3.28K
+ 100.74%
$223K - $499K
6.54K $536K
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
3.27K
+ 94.84%
$222K - $497K
6.72K $551K
Oct 12, 2023 Q3 2023
Centre Asset Management, LLC

BUY
 -
3.25K
+ 96.87%
$220K - $494K
6.6K $541K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
3.24K
+ 106.24%
$219K - $492K
6.28K $515K
Oct 10, 2023 Q3 2023
Lvm Capital Management LTD

BUY
 -
3.23K
+ 100.0%
$219K - $491K
6.47K $530K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.21K
New
$217K - $487K
3.21K $263K
Nov 14, 2023 Q3 2023
Hodges Capital Management Inc.

BUY
 -
3.2K
New
$217K - $486K
3.2K $262K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.19K
New
$216K - $485K
3.19K $261K
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
3.19K
+ 99.44%
$216K - $484K
6.39K $524K
Nov 14, 2023 Q3 2023
Worldquant Millennium Advisors LLC

New York, NY
BUY
 -
3.12K
New
$211K - $474K
3.12K $256K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
3.11K
New
$211K - $472K
3.11K $255K
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
3.11K
+ 100.0%
$211K - $472K
6.21K $509K
Nov 13, 2023 Q3 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
3.09K
+ 60.74%
$209K - $469K
8.17K $670K
Oct 31, 2023 Q3 2023
Opus Capital Group, LLC

BUY
 -
3.07K
+ 104.67%
$208K - $467K
6.01K $493K
Nov 16, 2023 Q3 2023
Chesapeake Wealth Management

BUY
 -
3.06K
+ 133.1%
$207K - $464K
5.35K $439K
Nov 21, 2023 Q3 2023
Oak Grove Capital LLC

North Hampton, NH
BUY
 -
3.05K
+ 60.4%
$207K - $463K
8.1K $664K
Oct 19, 2023 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
3.03K
+ 114.06%
$206K - $461K
5.69K $467K
Jan 16, 2024 Q3 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
3.03K
+ 114.06%
$206K - $461K
5.69K $467K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
3.02K
+ 80.65%
$205K - $459K
6.77K $555K
Nov 03, 2023 Q3 2023
Searle & Co.

BUY
 -
3K
+ 100.0%
$203K - $456K
6K $492K
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3K
+ 101.56%
$203K - $456K
5.95K $488K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
2.99K
+ 81.18%
$203K - $455K
6.68K $548K
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
2.99K
+ 100.0%
$202K - $454K
5.98K $490K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.98K
+ 100.95%
$202K - $452K
5.93K $486K
Oct 20, 2023 Q3 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
2.96K
+ 100.1%
$201K - $450K
5.93K $486K
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
2.96K
+ 100.54%
$201K - $450K
5.9K $484K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
2.96K
+ 94.44%
$200K - $449K
6.08K $499K
Nov 09, 2023 Q3 2023
Prudent Man Advisors, LLC

BUY
 -
2.94K
+ 93.78%
$199K - $446K
6.07K $498K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.94K
+ 105.57%
$199K - $446K
5.72K $469K
Oct 23, 2023 Q3 2023
Cigna Investments Inc

Bloomfield, CT
BUY
 -
2.93K
+ 77.28%
$198K - $445K
6.71K $550K
Oct 12, 2023 Q3 2023
Heartland Bank & Trust CO

BUY
 -
2.92K
+ 103.55%
$198K - $444K
5.74K $471K
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
2.87K
+ 131.5%
$194K - $436K
5.05K $414K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
2.87K
+ 100.0%
$194K - $435K
5.73K $470K
Nov 14, 2023 Q3 2023
Nippon Life Global Investors Americas, Inc.

BUY
 -
2.86K
+ 41.21%
$194K - $435K
9.8K $803K
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
2.86K
+ 129.22%
$194K - $434K
5.07K $415K
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
2.84K
+ 85.02%
$192K - $431K
6.17K $506K
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
2.82K
+ 99.79%
$191K - $428K
5.64K $463K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
2.81K
+ 72.11%
$190K - $427K
6.7K $549K
Oct 17, 2023 Q3 2023
Cross Staff Investments Inc

BUY
 -
2.8K
+ 100.0%
$190K - $425K
5.6K $459K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
2.79K
+ 137.61%
$189K - $424K
4.81K $395K
Oct 10, 2023 Q3 2023
Weatherly Asset Management L. P.

BUY
 -
2.75K
+ 100.0%
$186K - $417K
5.49K $450K
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
2.69K
+ 100.07%
$183K - $409K
5.38K $441K
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2.68K
+ 179.28%
$182K - $408K
4.18K $343K
Nov 03, 2023 Q3 2023
Neumann Capital Management, LLC

BUY
 -
2.67K
+ 99.96%
$181K - $406K
5.35K $438K

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