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 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
540+ 100.0% |
$36.6K - $82.1K
|
1.08K
$75.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
525+ 99.62% |
$35.6K - $79.8K
|
1.05K
$73.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
520+ 101.76% |
$35.2K - $79K
|
1.03K
$72.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
505+ 87.52% |
$34.2K - $76.7K
|
1.08K
$75.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
505+ 100.0% |
$34.2K - $76.7K
|
1.01K
$70.7K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
487+ 523.66% |
$33K - $74K
|
580
$40.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
470+ 112.71% |
$31.9K - $71.4K
|
887
$62.1K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
470+ 112.71% |
$31.9K - $71.4K
|
887
$62.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
467+ 112.8% |
$31.6K - $71K
|
881
$61.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
467+ 94.34% |
$31.6K - $71K
|
962
$67.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
453+ 101.34% |
$30.7K - $68.8K
|
900
$63K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
439+ 137.62% |
$29.8K - $66.7K
|
758
$53.1K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
432+ 82.29% |
$29.3K - $65.6K
|
957
$67K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
420+ 100.0% |
$28.5K - $63.8K
|
840
$58.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
407+ 259.24% |
$27.6K - $61.8K
|
564
$39.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
400+ 100.0% |
$27.1K - $60.8K
|
800
$56K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
400+ 53.48% |
$27.1K - $60.8K
|
1.15K
$80.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
392+ 106.23% |
$26.6K - $59.6K
|
761
$53.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
391+ 26.08% |
$26.5K - $59.4K
|
1.89K
$132K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
389+ 46.36% |
$26.4K - $59.1K
|
1.23K
$86K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
381+ 72.3% |
$25.8K - $57.9K
|
908
$63.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
374New |
$25.3K - $56.8K
|
374
$26.2K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
365+ 100.0% |
$24.7K - $55.5K
|
730
$51.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
350+ 100.0% |
$23.7K - $53.2K
|
700
$49K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
350+ 100.0% |
$23.7K - $53.2K
|
700
$49K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
350+ 38.89% |
$23.7K - $53.2K
|
1.25K
$87.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
340+ 106.92% |
$23K - $51.7K
|
658
$46.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
330+ 100.0% |
$22.4K - $50.1K
|
660
$46.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
321+ 100.94% |
$21.8K - $48.8K
|
639
$44.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
315+ 11.31% |
$21.3K - $47.9K
|
3.1K
$217K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
300+ 100.0% |
$20.3K - $45.6K
|
600
$42K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
292+ 100.0% |
$19.8K - $44.4K
|
584
$40.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
289+ 100.0% |
$19.6K - $43.9K
|
578
$40.5K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
285+ 6.98% |
$19.3K - $43.3K
|
4.37K
$306K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
279+ 100.0% |
$18.9K - $42.4K
|
558
$39.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
262+ 92.25% |
$17.8K - $39.8K
|
546
$38.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
252New |
$17.1K - $38.3K
|
252
$17.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
249+ 100.0% |
$16.9K - $37.8K
|
498
$34.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
236New |
$16K - $35.9K
|
236
$16.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
235+ 103.98% |
$15.9K - $35.7K
|
461
$32.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
232+ 100.0% |
$15.7K - $35.3K
|
464
$32.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
230New |
$15.6K - $34.9K
|
230
$16.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
229+ 100.0% |
$15.5K - $34.8K
|
458
$32.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
217+ 119.89% |
$14.7K - $33K
|
398
$27.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 100.0% |
$13.6K - $30.4K
|
400
$28K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200+ 100.0% |
$13.6K - $30.4K
|
400
$28K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
195+ 100.0% |
$13.2K - $29.6K
|
390
$27.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
194+ 100.0% |
$13.1K - $29.5K
|
388
$27.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
190+ 100.0% |
$12.9K - $28.9K
|
380
$26.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
190+ 85.59% |
$12.9K - $28.9K
|
412
$28.8K
|