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 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.26K+ 183.94% |
$627K - $1.41M
|
14.3K
$1.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
9.24K+ 100.22% |
$626K - $1.4M
|
18.5K
$1.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
9.15K+ 98.8% |
$620K - $1.39M
|
18.4K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
9.1K+ 114.04% |
$617K - $1.38M
|
17.1K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
9.1K+ 88.35% |
$617K - $1.38M
|
19.4K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
8.97K+ 92.83% |
$608K - $1.36M
|
18.6K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
8.8K+ 86.28% |
$597K - $1.34M
|
19K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.78K+ 44.66% |
$595K - $1.33M
|
28.5K
$2.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.78K+ 123.7% |
$595K - $1.33M
|
15.9K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.68K+ 100.0% |
$588K - $1.32M
|
17.4K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.33K+ 149.28% |
$564K - $1.27M
|
13.9K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
8.3K+ 189.32% |
$562K - $1.26M
|
12.7K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.28K+ 109.77% |
$561K - $1.26M
|
15.8K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.15K+ 118.6% |
$552K - $1.24M
|
15K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
8.13K+ 162.06% |
$551K - $1.24M
|
13.1K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
8.12K+ 51.89% |
$550K - $1.23M
|
23.8K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.1K+ 100.0% |
$549K - $1.23M
|
16.2K
$1.33M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.96K+ 76.0% |
$539K - $1.21M
|
18.4K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.93K+ 104.56% |
$537K - $1.2M
|
15.5K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.93K+ 70.44% |
$537K - $1.2M
|
19.2K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.92KNew |
$537K - $1.2M
|
7.92K
$652K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.87K+ 116.37% |
$533K - $1.2M
|
14.6K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.84K+ 157.59% |
$531K - $1.19M
|
12.8K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.74K+ 106.74% |
$524K - $1.18M
|
15K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.57KNew |
$513K - $1.15M
|
7.57K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.5K+ 177.66% |
$508K - $1.14M
|
11.7K
$965K
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
BUY
|
- |
7.33K+ 100.0% |
$497K - $1.11M
|
14.7K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.27KNew |
$493K - $1.1M
|
7.27K
$598K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
7.24K+ 51.28% |
$491K - $1.1M
|
21.4K
$1.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
7.18K+ 96.56% |
$487K - $1.09M
|
14.6K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.08KNew |
$480K - $1.08M
|
7.08K
$583K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7.05K+ 100.0% |
$478K - $1.07M
|
14.1K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.87KNew |
$466K - $1.04M
|
6.87K
$566K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
6.84KNew |
$463K - $1.04M
|
6.84K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.78K+ 96.16% |
$459K - $1.03M
|
13.8K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
6.77K+ 82.36% |
$459K - $1.03M
|
15K
$1.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
6.62K+ 95.68% |
$449K - $1.01M
|
13.5K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.62KNew |
$449K - $1.01M
|
6.62K
$545K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6.59K+ 96.33% |
$447K - $1M
|
13.4K
$1.11M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.58K+ 91.65% |
$446K - $1M
|
13.8K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
6.58K+ 138.95% |
$446K - $1M
|
11.3K
$932K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
6.47K+ 100.0% |
$439K - $983K
|
12.9K
$1.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
6.43K+ 99.78% |
$435K - $976K
|
12.9K
$1.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
6.4K+ 175.34% |
$434K - $972K
|
10.1K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.38KNew |
$433K - $970K
|
6.38K
$525K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.36K+ 191.89% |
$431K - $967K
|
9.68K
$796K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.36K+ 101.23% |
$431K - $966K
|
12.6K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
6.32K+ 109.01% |
$428K - $960K
|
12.1K
$997K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
6.31K+ 111.18% |
$428K - $959K
|
12K
$987K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.3K+ 110.02% |
$427K - $957K
|
12K
$990K
|