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
|
1 St Source Bank
|
BUY
|
- |
1.62K+ 100.0% |
$110K - $246K
|
3.24K
$266K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 100.0% |
$109K - $245K
|
3.23K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.61K+ 110.65% |
$109K - $245K
|
3.07K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.6K+ 99.5% |
$108K - $243K
|
3.21K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.6K+ 114.46% |
$108K - $243K
|
3K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 111.75% |
$108K - $243K
|
3.03K
$249K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
1.58K+ 101.54% |
$107K - $241K
|
3.14K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.58K+ 111.28% |
$107K - $240K
|
3K
$246K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.58K+ 75.99% |
$107K - $239K
|
3.65K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.56K+ 74.01% |
$106K - $237K
|
3.68K
$302K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
1.55K+ 99.61% |
$105K - $235K
|
3.1K
$255K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 106.48% |
$105K - $235K
|
2.99K
$246K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
1.54K+ 98.97% |
$104K - $234K
|
3.1K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.53KNew |
$104K - $233K
|
1.53K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.53K+ 100.86% |
$104K - $233K
|
3.05K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.53KNew |
$103K - $232K
|
1.53K
$125K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.53K+ 100.0% |
$103K - $232K
|
3.05K
$251K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.52K+ 58.97% |
$103K - $231K
|
4.1K
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.52K+ 100.0% |
$103K - $230K
|
3.03K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.5K+ 100.4% |
$102K - $229K
|
3K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 100.0% |
$102K - $228K
|
3K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.5KNew |
$102K - $228K
|
1.5K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.5K+ 100.0% |
$102K - $228K
|
3K
$246K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.49K+ 100.0% |
$101K - $227K
|
2.98K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.49K+ 107.2% |
$101K - $226K
|
2.88K
$236K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.48K+ 72.71% |
$101K - $225K
|
3.53K
$289K
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.48K+ 97.94% |
$100K - $224K
|
2.98K
$245K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.47K+ 102.59% |
$99.3K - $223K
|
2.89K
$237K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.44K+ 79.42% |
$97.8K - $219K
|
3.26K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.41K+ 47.97% |
$95.2K - $213K
|
4.33K
$356K
|
|
|
Oct 18, 2023
Q3 2023
|
Presima Inc.
|
BUY
|
- |
1.4K+ 35.0% |
$94.9K - $213K
|
5.4K
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.39K+ 88.33% |
$94.4K - $212K
|
2.97K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.35K+ 100.0% |
$91.5K - $205K
|
2.7K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$91.5K - $205K
|
1.35K
$111K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.29K+ 98.17% |
$87.2K - $196K
|
2.6K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.27K+ 31.75% |
$86K - $193K
|
5.27K
$432K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.22K+ 112.66% |
$82.6K - $185K
|
2.3K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.22K+ 112.66% |
$82.6K - $185K
|
2.3K
$189K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.2K+ 100.0% |
$81.3K - $182K
|
2.4K
$197K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.18K+ 56.18% |
$79.8K - $179K
|
3.28K
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.15K+ 99.91% |
$77.7K - $174K
|
2.3K
$188K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
1.14K+ 100.09% |
$77.3K - $173K
|
2.28K
$187K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1.1K+ 253.7% |
$74.3K - $167K
|
1.53K
$125K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09K+ 100.18% |
$73.9K - $166K
|
2.18K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.09K+ 128.18% |
$73.7K - $165K
|
1.94K
$159K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.08K+ 104.78% |
$72.9K - $163K
|
2.1K
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.07K+ 100.0% |
$72.6K - $163K
|
2.14K
$176K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.06K+ 93.73% |
$72K - $161K
|
2.2K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.06K+ 62.85% |
$71.8K - $161K
|
2.74K
$225K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.04K+ 126.85% |
$70.8K - $159K
|
1.87K
$153K
|