Purchases and Sales Made in Q3 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q3 2024. 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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.78% |
$2.17K - $2.44K
|
3.74K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
28+ 0.62% |
$2.1K - $2.35K
|
4.57K
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27+ 0.49% |
$2.02K - $2.27K
|
5.53K
$387K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
26+ 27.08% |
$1.95K - $2.19K
|
122
$8.55K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
26+ 0.91% |
$1.95K - $2.19K
|
2.88K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
26+ 0.81% |
$1.95K - $2.19K
|
3.25K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25+ 0.25% |
$1.87K - $2.1K
|
10K
$703K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 10.87% |
$1.87K - $2.1K
|
255
$17.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
24+ 0.4% |
$1.8K - $2.02K
|
6.02K
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
23+ 0.28% |
$1.72K - $1.93K
|
8.35K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
23+ 0.83% |
$1.72K - $1.93K
|
2.8K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
22+ 0.82% |
$1.65K - $1.85K
|
2.7K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 1.22% |
$1.5K - $1.68K
|
1.66K
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
20+ 0.73% |
$1.5K - $1.68K
|
2.77K
$194K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.3% |
$1.42K - $1.6K
|
6.26K
$439K
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
16+ 0.61% |
$1.2K - $1.34K
|
2.62K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 45.45% |
$1.12K - $1.26K
|
48
$3.36K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
15+ 1.07% |
$1.12K - $1.26K
|
1.42K
$99.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 0.17% |
$1.05K - $1.18K
|
8.09K
$567K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 7.49% |
$1.05K - $1.18K
|
201
$14.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13+ 0.14% |
$975 - $1.09K
|
9.31K
$652K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
13+ 0.2% |
$975 - $1.09K
|
6.39K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12+ 0.56% |
$900 - $1.01K
|
2.16K
$151K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 1.34% |
$900 - $1.01K
|
905
$63.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11+ 0.01% |
$825 - $924
|
199K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
11+ 0.2% |
$825 - $924
|
5.64K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11+ 0.2% |
$825 - $924
|
5.43K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$825 - $924
|
11
$771
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.37% |
$825 - $924
|
2.98K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
10+ 0.36% |
$750 - $840
|
2.82K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
9+ 0.13% |
$675 - $756
|
6.81K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9New |
$675 - $756
|
9
$631
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.85% |
$675 - $756
|
1.07K
$74.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 0.44% |
$600 - $672
|
1.82K
$127K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 0.4% |
$600 - $672
|
2.02K
$141K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$600 - $672
|
8
$560
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8+ 40.0% |
$600 - $672
|
28
$1.96K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 80.0% |
$600 - $672
|
18
$1.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7+ 0.25% |
$525 - $588
|
2.76K
$193K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7+ 0.13% |
$525 - $588
|
5.39K
$378K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.18% |
$450 - $504
|
3.41K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 8.82% |
$450 - $504
|
74
$5.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 7.14% |
$450 - $504
|
90
$6.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 7.69% |
$450 - $504
|
84
$5.89K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 1.79% |
$450 - $504
|
342
$24K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 1.08% |
$450 - $504
|
559
$39.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5New |
$375 - $420
|
5
$350
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$375 - $420
|
5
$350
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.39% |
$375 - $420
|
214
$15K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.74% |
$375 - $420
|
683
$47.9K
|