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 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
173+ 93.01% |
$11.7K - $26.3K
|
359
$29.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
168+ 100.0% |
$11.4K - $25.5K
|
336
$27.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
167+ 100.0% |
$11.3K - $25.4K
|
334
$27.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
158+ 100.0% |
$10.7K - $24K
|
316
$25.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
153+ 2.84% |
$10.4K - $23.2K
|
5.54K
$454K
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
152+ 100.0% |
$10.3K - $23.1K
|
304
$24.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
150New |
$10.2K - $22.8K
|
150
$12.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
147+ 100.0% |
$9.96K - $22.3K
|
294
$24.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
133+ 229.31% |
$9.01K - $20.2K
|
191
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
128New |
$8.67K - $19.4K
|
128
$10.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
127+ 100.0% |
$8.61K - $19.3K
|
254
$20.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 38.94% |
$8.47K - $19K
|
446
$36.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
125+ 1250.0% |
$8.47K - $19K
|
135
$11.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
125+ 100.0% |
$8.47K - $19K
|
250
$20.5K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
125+ 28.47% |
$8.47K - $19K
|
564
$46.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
123+ 39.3% |
$8.34K - $18.7K
|
436
$35.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
120+ 100.0% |
$8.13K - $18.2K
|
240
$19.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
120+ 100.0% |
$8.13K - $18.2K
|
240
$19.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
119+ 119.0% |
$8.06K - $18.1K
|
219
$18K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109+ 218.0% |
$7.39K - $16.6K
|
159
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
106+ 5300.0% |
$7.18K - $16.1K
|
108
$8.85K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
103+ 128.75% |
$6.98K - $15.7K
|
183
$15K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
102+ 102.0% |
$6.91K - $15.5K
|
202
$16.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
101+ 100.0% |
$6.84K - $15.3K
|
202
$16.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
100+ 100.0% |
$6.78K - $15.2K
|
200
$16.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
100+ 34.72% |
$6.78K - $15.2K
|
388
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 65.79% |
$6.78K - $15.2K
|
252
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
100+ 100.0% |
$6.78K - $15.2K
|
200
$16.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 50.0% |
$6.78K - $15.2K
|
300
$24.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
99+ 100.0% |
$6.71K - $15K
|
198
$16.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
98+ 74.24% |
$6.64K - $14.9K
|
230
$18.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
98New |
$6.64K - $14.9K
|
98
$8.03K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
95+ 111.76% |
$6.44K - $14.4K
|
180
$14.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
94+ 104.44% |
$6.37K - $14.3K
|
184
$15.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
91+ 100.0% |
$6.17K - $13.8K
|
182
$14.9K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
86+ 126.47% |
$5.83K - $13.1K
|
154
$12.6K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
84+ 97.67% |
$5.69K - $12.8K
|
170
$13.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
83+ 100.0% |
$5.62K - $12.6K
|
166
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
81+ 100.0% |
$5.49K - $12.3K
|
162
$13.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77+ 101.32% |
$5.22K - $11.7K
|
153
$12.5K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
76+ 100.0% |
$5.15K - $11.5K
|
152
$12.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
75+ 100.0% |
$5.08K - $11.4K
|
150
$12.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69+ 100.0% |
$4.68K - $10.5K
|
138
$11.3K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
65+ 100.0% |
$4.41K - $9.88K
|
130
$10.7K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65+ 100.0% |
$4.41K - $9.88K
|
130
$10.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59+ 71.08% |
$4K - $8.97K
|
142
$11.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
57+ 146.15% |
$3.86K - $8.66K
|
96
$7.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
54+ 100.0% |
$3.66K - $8.21K
|
108
$8.85K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
53+ 100.0% |
$3.59K - $8.05K
|
106
$8.69K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50+ 100.0% |
$3.39K - $7.6K
|
100
$8.2K
|