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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.04K+ 100.0% |
$70.5K - $158K
|
2.08K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 99.61% |
$69.9K - $157K
|
2.07K
$169K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.02K+ 100.0% |
$69.2K - $155K
|
2.04K
$167K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.02K+ 100.0% |
$69.2K - $155K
|
2.04K
$167K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.01K+ 21.89% |
$68.3K - $153K
|
5.61K
$460K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1K+ 100.0% |
$67.8K - $152K
|
2K
$164K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
980New |
$66.4K - $149K
|
980
$80.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
957New |
$64.9K - $145K
|
957
$78.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
925+ 100.0% |
$62.7K - $141K
|
1.85K
$152K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
909+ 102.25% |
$61.6K - $138K
|
1.8K
$147K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
908+ 100.0% |
$61.5K - $138K
|
1.82K
$149K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
908+ 100.0% |
$61.5K - $138K
|
1.82K
$149K
|
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
BUY
|
- |
900+ 100.0% |
$61K - $137K
|
1.8K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
898+ 87.52% |
$60.9K - $136K
|
1.92K
$158K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
872New |
$59.1K - $133K
|
872
$71.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
867+ 146.45% |
$58.8K - $132K
|
1.46K
$120K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
846+ 102.42% |
$57.3K - $129K
|
1.67K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
840+ 171.08% |
$56.9K - $128K
|
1.33K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
834+ 106.65% |
$56.5K - $127K
|
1.62K
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
818+ 100.0% |
$55.4K - $124K
|
1.64K
$134K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
817+ 100.0% |
$55.4K - $124K
|
1.63K
$134K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
804+ 144.09% |
$54.5K - $122K
|
1.36K
$112K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
800New |
$54.2K - $122K
|
800
$65.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
800+ 200.0% |
$54.2K - $122K
|
1.2K
$98.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
798+ 100.0% |
$54.1K - $121K
|
1.6K
$131K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
718+ 30.27% |
$48.7K - $109K
|
3.09K
$253K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
709New |
$48K - $108K
|
709
$58.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
706+ 48.36% |
$47.8K - $107K
|
2.17K
$178K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
700+ 100.0% |
$47.4K - $106K
|
1.4K
$115K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
697+ 110.99% |
$47.2K - $106K
|
1.33K
$109K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
691+ 100.0% |
$46.8K - $105K
|
1.38K
$113K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
678New |
$45.9K - $103K
|
678
$55.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
660+ 212.9% |
$44.7K - $100K
|
970
$79.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
637+ 100.0% |
$43.2K - $96.8K
|
1.27K
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
629+ 100.0% |
$42.6K - $95.6K
|
1.26K
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
610+ 67.03% |
$41.3K - $92.7K
|
1.52K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
595New |
$40.3K - $90.4K
|
595
$48.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
594+ 100.0% |
$40.3K - $90.3K
|
1.19K
$97.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
591+ 99.49% |
$40.1K - $89.8K
|
1.19K
$97.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
585+ 100.0% |
$39.6K - $88.9K
|
1.17K
$95.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
574+ 118.35% |
$38.9K - $87.2K
|
1.06K
$86.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
564+ 100.0% |
$38.2K - $85.7K
|
1.13K
$92.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
563+ 111.93% |
$38.2K - $85.5K
|
1.07K
$87.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
562+ 16.3% |
$38.1K - $85.4K
|
4.01K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
561+ 29.87% |
$38K - $85.2K
|
2.44K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
550+ 157.14% |
$37.3K - $83.6K
|
900
$73.8K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
550+ 100.0% |
$37.3K - $83.6K
|
1.1K
$90.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
547+ 21.99% |
$37.1K - $83.1K
|
3.03K
$249K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
542+ 100.0% |
$36.7K - $82.4K
|
1.08K
$88.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
540+ 100.0% |
$36.6K - $82.1K
|
1.08K
$88.5K
|