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 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
2.02K+ 110.03% |
$137K - $307K
|
3.85K
$316K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
2.01K+ 101.41% |
$136K - $306K
|
4K
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.01K+ 117.05% |
$136K - $306K
|
3.73K
$306K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.01K+ 100.0% |
$136K - $305K
|
4.02K
$330K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.97K+ 100.0% |
$133K - $299K
|
3.93K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.96K+ 100.0% |
$133K - $297K
|
3.91K
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.95K+ 100.0% |
$132K - $296K
|
3.9K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.95K+ 120.0% |
$132K - $296K
|
3.58K
$293K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
1.94K+ 95.1% |
$131K - $295K
|
3.98K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.94K+ 100.0% |
$131K - $295K
|
3.88K
$318K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.94K+ 51.34% |
$131K - $294K
|
5.71K
$469K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 100.63% |
$131K - $294K
|
3.85K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
1.93K+ 100.0% |
$130K - $293K
|
3.85K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.92K+ 59.94% |
$130K - $292K
|
5.13K
$421K
|
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
1.9K+ 100.05% |
$129K - $289K
|
3.8K
$312K
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
BUY
|
- |
1.9K+ 100.05% |
$129K - $289K
|
3.8K
$312K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.9K+ 100.0% |
$129K - $289K
|
3.8K
$312K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.9K+ 89.6% |
$128K - $288K
|
4.01K
$329K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.88K+ 113.11% |
$127K - $286K
|
3.54K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.87K+ 32.04% |
$127K - $285K
|
7.72K
$634K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.87K+ 95.32% |
$127K - $284K
|
3.84K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.87K+ 100.0% |
$126K - $284K
|
3.73K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.86K+ 96.67% |
$126K - $282K
|
3.78K
$310K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.85K+ 100.27% |
$125K - $281K
|
3.69K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.82K+ 100.0% |
$124K - $277K
|
3.65K
$299K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.82K+ 66.74% |
$123K - $276K
|
4.54K
$373K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.8K+ 86.71% |
$122K - $274K
|
3.88K
$318K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.78K+ 123.41% |
$121K - $271K
|
3.23K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.78K+ 74.15% |
$120K - $270K
|
4.18K
$343K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.76K+ 108.49% |
$120K - $268K
|
3.39K
$278K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.75K+ 107.88% |
$119K - $266K
|
3.38K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.75K+ 100.0% |
$119K - $266K
|
3.5K
$287K
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.75K+ 100.0% |
$118K - $266K
|
3.5K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.74K+ 100.0% |
$118K - $264K
|
3.48K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
1.72K+ 57.7% |
$117K - $262K
|
4.71K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.72K+ 100.0% |
$117K - $262K
|
3.44K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.69K+ 95.6% |
$115K - $257K
|
3.47K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.69K+ 100.0% |
$114K - $257K
|
3.38K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.69K+ 100.0% |
$114K - $256K
|
3.37K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.69K+ 769.41% |
$114K - $256K
|
1.9K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.67K+ 103.41% |
$113K - $253K
|
3.28K
$269K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.67K+ 99.17% |
$113K - $253K
|
3.34K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.65K+ 58.86% |
$112K - $251K
|
4.46K
$366K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.65K+ 100.0% |
$112K - $251K
|
3.3K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.64K+ 100.0% |
$111K - $249K
|
3.28K
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.63K+ 99.82% |
$111K - $248K
|
3.27K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.63K+ 100.0% |
$110K - $248K
|
3.26K
$267K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.63K+ 110.08% |
$110K - $247K
|
3.11K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
1.63K+ 86.67% |
$110K - $247K
|
3.5K
$287K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.63K+ 52.4% |
$110K - $247K
|
4.73K
$388K
|