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 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.66K+ 109.36% |
$180K - $405K
|
5.1K
$418K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.65K+ 108.16% |
$180K - $403K
|
5.1K
$419K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.64K+ 105.01% |
$179K - $401K
|
5.15K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.63K+ 103.1% |
$178K - $399K
|
5.18K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.6K+ 100.0% |
$176K - $395K
|
5.2K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.59K+ 104.87% |
$175K - $393K
|
5.05K
$415K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 117.89% |
$174K - $391K
|
4.75K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
2.57K+ 100.0% |
$174K - $390K
|
5.13K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.55K+ 100.0% |
$173K - $387K
|
5.1K
$419K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55K+ 117.98% |
$173K - $387K
|
4.7K
$386K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.54K+ 100.79% |
$172K - $385K
|
5.05K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 100.68% |
$171K - $383K
|
5.02K
$412K
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.49K+ 120.14% |
$169K - $379K
|
4.57K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.49K+ 167.63% |
$169K - $379K
|
3.98K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.48K+ 77.92% |
$168K - $377K
|
5.67K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.48K+ 64.69% |
$168K - $377K
|
6.32K
$519K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.47K+ 88.82% |
$167K - $375K
|
5.25K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 100.0% |
$166K - $373K
|
4.91K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.45K+ 81.27% |
$166K - $372K
|
5.47K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.45K+ 85.14% |
$166K - $372K
|
5.32K
$437K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.42K+ 100.17% |
$164K - $368K
|
4.83K
$397K
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.4K+ 16.1% |
$163K - $365K
|
17.3K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
2.39K+ 104.79% |
$162K - $363K
|
4.66K
$383K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.38K+ 100.0% |
$161K - $362K
|
4.77K
$391K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 101.32% |
$161K - $362K
|
4.74K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.38K+ 100.04% |
$161K - $361K
|
4.75K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.35K+ 17.51% |
$159K - $358K
|
15.8K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.32K+ 137.58% |
$157K - $353K
|
4.01K
$329K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.32K+ 109.13% |
$157K - $353K
|
4.45K
$365K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.32K+ 100.74% |
$157K - $352K
|
4.61K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.3K+ 100.0% |
$156K - $349K
|
4.6K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.3K+ 100.0% |
$156K - $349K
|
4.6K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.3K+ 101.55% |
$156K - $349K
|
4.56K
$375K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.3K+ 107.93% |
$156K - $349K
|
4.43K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.3K+ 99.96% |
$156K - $349K
|
4.59K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.29K+ 113.71% |
$155K - $348K
|
4.3K
$353K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 91.58% |
$155K - $347K
|
4.78K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.28K+ 115.85% |
$155K - $346K
|
4.25K
$349K
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.27K+ 100.0% |
$154K - $345K
|
4.54K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.25K+ 100.0% |
$152K - $342K
|
4.5K
$369K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.25K+ 89.84% |
$152K - $341K
|
4.75K
$390K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.17K+ 110.26% |
$147K - $330K
|
4.14K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.17K+ 89.15% |
$147K - $330K
|
4.6K
$378K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.16K+ 102.56% |
$146K - $328K
|
4.27K
$350K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.16K+ 129.5% |
$146K - $328K
|
3.83K
$314K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.16K+ 1486.21% |
$146K - $327K
|
2.3K
$189K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.13K+ 100.0% |
$144K - $324K
|
4.26K
$350K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 94.28% |
$143K - $321K
|
4.35K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.09K+ 74.2% |
$142K - $318K
|
4.92K
$404K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.06K+ 100.05% |
$139K - $313K
|
4.11K
$338K
|