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 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
13KNew |
$880K - $1.97M
|
13K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
13K+ 98.21% |
$878K - $1.97M
|
26.2K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
12.9K+ 99.98% |
$876K - $1.97M
|
25.9K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
12.8K+ 95.5% |
$866K - $1.94M
|
26.2K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.7K+ 120.74% |
$860K - $1.93M
|
23.2K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
12.6K+ 123.24% |
$854K - $1.92M
|
22.8K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.4K+ 716.72% |
$842K - $1.89M
|
14.2K
$1.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
12.4K+ 131.87% |
$840K - $1.88M
|
21.8K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
12.3K+ 89.9% |
$835K - $1.87M
|
26K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
12.2K+ 99.03% |
$825K - $1.85M
|
24.5K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 109.28% |
$822K - $1.84M
|
23.2K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
12K+ 100.0% |
$812K - $1.82M
|
24K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
11.9K+ 100.0% |
$808K - $1.81M
|
23.8K
$1.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
11.8K+ 100.0% |
$803K - $1.8M
|
23.7K
$1.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
11.8K+ 121.98% |
$801K - $1.8M
|
21.5K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
11.8K+ 57.33% |
$799K - $1.79M
|
32.3K
$2.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
11.4K+ 101.44% |
$774K - $1.73M
|
22.7K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.4K+ 51.4% |
$770K - $1.73M
|
33.4K
$2.75M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.4K+ 51.4% |
$770K - $1.73M
|
33.4K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.3K+ 148.82% |
$765K - $1.72M
|
18.9K
$1.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
11.2KNew |
$759K - $1.7M
|
11.2K
$922K
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
11.2K+ 100.0% |
$759K - $1.7M
|
22.4K
$1.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.1K+ 79.17% |
$753K - $1.69M
|
25.2K
$2.07M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11.1K+ 714.48% |
$749K - $1.68M
|
12.6K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
11K+ 86.86% |
$745K - $1.67M
|
23.6K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8KNew |
$734K - $1.65M
|
10.8K
$891K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8K+ 102.83% |
$732K - $1.64M
|
21.3K
$1.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10.8KNew |
$730K - $1.64M
|
10.8K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10.7K+ 100.31% |
$727K - $1.63M
|
21.4K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.7K+ 69.31% |
$726K - $1.63M
|
26.2K
$2.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10.7K+ 100.4% |
$723K - $1.62M
|
21.3K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.7K+ 97.16% |
$723K - $1.62M
|
21.6K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10.5K+ 103.77% |
$715K - $1.6M
|
20.7K
$1.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Quaero Capital S.A.
|
BUY
|
- |
10.5K+ 68.6% |
$714K - $1.6M
|
25.9K
$2.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
10.5K+ 100.0% |
$712K - $1.6M
|
21K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5K+ 100.53% |
$709K - $1.59M
|
20.9K
$1.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 103.69% |
$704K - $1.58M
|
20.4K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.4K+ 113.86% |
$703K - $1.58M
|
19.5K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
10.4K+ 97.83% |
$703K - $1.58M
|
21K
$1.73M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10.2K+ 90.42% |
$692K - $1.55M
|
21.5K
$1.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.2K+ 118.61% |
$691K - $1.55M
|
18.8K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.1K+ 111.57% |
$686K - $1.54M
|
19.2K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
10.1K+ 109.97% |
$685K - $1.54M
|
19.3K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.1K+ 102.97% |
$684K - $1.53M
|
19.9K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.95K+ 380.02% |
$674K - $1.51M
|
12.6K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9.94K+ 100.13% |
$673K - $1.51M
|
19.9K
$1.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.93K+ 86.63% |
$673K - $1.51M
|
21.4K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.78K+ 110.79% |
$663K - $1.49M
|
18.6K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.71K+ 109.37% |
$658K - $1.48M
|
18.6K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
BUY
|
- |
9.7K+ 100.0% |
$657K - $1.47M
|
19.4K
$1.6M
|