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 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.4K+ 95.88% |
$2.2M - $4.92M
|
66.2K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31.2K+ 99.48% |
$2.11M - $4.74M
|
62.5K
$5.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
31K+ 97.45% |
$2.1M - $4.71M
|
62.8K
$5.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.5K+ 120.12% |
$2.07M - $4.64M
|
55.9K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
29.3K+ 296.55% |
$1.99M - $4.45M
|
39.2K
$3.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29.1K+ 100.74% |
$1.97M - $4.42M
|
58K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
28.8K+ 101.62% |
$1.95M - $4.38M
|
57.2K
$4.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
28.2K+ 96.71% |
$1.91M - $4.29M
|
57.4K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
27.8K+ 67.13% |
$1.88M - $4.22M
|
69.1K
$5.66M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
27.6K+ 91.92% |
$1.87M - $4.2M
|
57.7K
$4.73M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.3K+ 112.69% |
$1.85M - $4.16M
|
51.6K
$4.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25.9K+ 99.47% |
$1.75M - $3.93M
|
51.9K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
25.7K+ 48.64% |
$1.74M - $3.91M
|
78.7K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
25.7K+ 286.52% |
$1.74M - $3.9M
|
34.7K
$2.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
25.5K+ 185.82% |
$1.73M - $3.88M
|
39.3K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
25.5KNew |
$1.73M - $3.87M
|
25.5K
$2.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25.4K+ 135.79% |
$1.72M - $3.86M
|
44.1K
$3.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
25.3K+ 24136.19% |
$1.72M - $3.85M
|
25.4K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.3K+ 114.26% |
$1.71M - $3.84M
|
47.4K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
25.1K+ 100.0% |
$1.7M - $3.82M
|
50.3K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
24.8K+ 152.06% |
$1.68M - $3.77M
|
41.2K
$3.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
24.6K+ 87.4% |
$1.67M - $3.74M
|
52.7K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
24.5K+ 221.48% |
$1.66M - $3.72M
|
35.6K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.4K+ 138.23% |
$1.66M - $3.71M
|
42.1K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.4KNew |
$1.66M - $3.71M
|
24.4K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
24.2K+ 1152.0% |
$1.64M - $3.68M
|
26.3K
$2.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
24.1K+ 98.37% |
$1.63M - $3.66M
|
48.6K
$3.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.1K+ 130.44% |
$1.63M - $3.66M
|
42.5K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
24K+ 100.0% |
$1.62M - $3.64M
|
47.9K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
23.7KNew |
$1.6M - $3.6M
|
23.7K
$1.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
23.5K+ 100.0% |
$1.59M - $3.57M
|
47K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
23.2KNew |
$1.57M - $3.52M
|
23.2K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
23.2KNew |
$1.57M - $3.52M
|
23.2K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
23K+ 814.9% |
$1.56M - $3.5M
|
25.8K
$2.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
22.9K+ 90.41% |
$1.55M - $3.48M
|
48.2K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
22.9K+ 2033.45% |
$1.55M - $3.47M
|
24K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.8K+ 90.84% |
$1.54M - $3.46M
|
47.8K
$3.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22.3K+ 100.74% |
$1.51M - $3.39M
|
44.5K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
22K+ 101.41% |
$1.49M - $3.34M
|
43.6K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
21.7K+ 103.61% |
$1.47M - $3.3M
|
42.7K
$3.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
21.7K+ 97.91% |
$1.47M - $3.3M
|
43.8K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
21.4K+ 100.0% |
$1.45M - $3.25M
|
42.8K
$3.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.3K+ 105.23% |
$1.44M - $3.23M
|
41.5K
$3.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
20.9K+ 130.64% |
$1.42M - $3.18M
|
36.9K
$3.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
20.8K+ 94.22% |
$1.41M - $3.16M
|
42.9K
$3.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
20.8K+ 99.84% |
$1.41M - $3.16M
|
41.6K
$3.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20.1K+ 100.21% |
$1.36M - $3.06M
|
40.2K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.9K+ 122.13% |
$1.35M - $3.02M
|
36.2K
$2.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.8K+ 632.29% |
$1.34M - $3M
|
22.9K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 112.28% |
$1.33M - $2.99M
|
37.2K
$3.05M
|