Purchases and Sales Made in Q3 2023 in Sempra Energy (SRE)

SRE Quotes by TradingView

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
Jun 28, 2024 Q3 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
50
+ 100.0%
$3.39K - $7.6K
100 $8.2K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
50
New
$3.39K - $7.6K
50 $4.1K
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
48
+ 342.86%
$3.25K - $7.29K
62 $5.08K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
44
+ 7.53%
$2.98K - $6.69K
628 $51.5K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

BUY
 -
43
New
$2.91K - $6.53K
43 $3.53K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
40
New
$2.71K - $6.08K
40 $3.28K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
33
+ 100.0%
$2.24K - $5.01K
66 $5.41K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
33
+ 100.0%
$2.24K - $5.01K
66 $5.41K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
32
+ 34.04%
$2.17K - $4.86K
126 $10.3K
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
32
+ 34.04%
$2.17K - $4.86K
126 $10.3K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
30
+ 100.0%
$2.03K - $4.56K
60 $4.92K
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

BUY
 -
30
+ 111.11%
$2.03K - $4.56K
57 $4.67K
Nov 15, 2023 Q3 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
29
+ 100.0%
$1.97K - $4.41K
58 $4.75K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
28
+ 116.67%
$1.9K - $4.25K
52 $4.26K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
28
+ 100.0%
$1.9K - $4.25K
56 $4.59K
Oct 25, 2023 Q3 2023
Old Second National Bank Of Aurora

BUY
 -
26
+ 100.0%
$1.76K - $3.95K
52 $4.26K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
26
+ 100.0%
$1.76K - $3.95K
52 $4.26K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
26
New
$1.76K - $3.95K
26 $2.13K
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
25
+ 71.43%
$1.69K - $3.8K
60 $4.92K
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
25
+ 100.0%
$1.69K - $3.8K
50 $4.1K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
22
+ 100.0%
$1.49K - $3.34K
44 $3.61K
Nov 14, 2023 Q3 2023
Bollard Group LLC

Boston, MA
BUY
 -
20
+ 100.0%
$1.36K - $3.04K
40 $3.28K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
19
+ 100.0%
$1.29K - $2.89K
38 $3.12K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
18
New
$1.22K - $2.74K
18 $1.48K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
18
New
$1.22K - $2.74K
18 $1.48K
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
18
New
$1.22K - $2.74K
18 $1.48K
Oct 19, 2023 Q3 2023
West End Advisors, LLC

BUY
 -
16
New
$1.08K - $2.43K
16 $1.31K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
16
New
$1.08K - $2.43K
16 $1.31K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
14
+ 100.0%
$949 - $2.13K
28 $2.3K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
14
+ 175.0%
$949 - $2.13K
22 $1.8K
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
9
+ 100.0%
$610 - $1.37K
18 $1.48K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
8
New
$542 - $1.22K
8 $656
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
8
+ 100.0%
$542 - $1.22K
16 $1.31K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
7
+ 100.0%
$474 - $1.06K
14 $1.15K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
6
+ 100.0%
$407 - $912
12 $984
Oct 23, 2023 Q3 2023
Tfc Financial Management

BUY
 -
6
+ 37.5%
$407 - $912
22 $1.8K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
6
New
$407 - $912
6 $492
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
4
+ 100.0%
$271 - $608
8 $656
Nov 13, 2023 Q3 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
4
New
$271 - $608
4 $328
Nov 13, 2023 Q3 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
4
+ 100.0%
$271 - $608
8 $656
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
3
+ 100.0%
$203 - $456
6 $492
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2
+ 100.0%
$136 - $304
4 $328
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
2
+ 100.0%
$136 - $304
4 $328
Oct 30, 2023 Q3 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
1
+ 100.0%
$67.8 - $152
2 $164
Nov 27, 2023 Q3 2023
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-3
Closed
$203 - $456
0 $0
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-6
- 0.79%
$407 - $912
758 $62.1K
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

SELL
 -
-32
- 86.49%
$2.17K - $4.86K
5 $410
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-49
Closed
$3.32K - $7.45K
0 $0
Nov 14, 2023 Q3 2023
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-208
- 6.11%
$14.1K - $31.6K
3.2K $262K

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