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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.88% |
$225 - $252
|
342
$28.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 5.88% |
$225 - $252
|
54
$4.54K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$225 - $252
|
4.33K
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.33% |
$225 - $252
|
921
$77.5K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 2.31% |
$225 - $252
|
133
$11.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 1.96% |
$150 - $168
|
104
$8.75K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2+ 0.07% |
$150 - $168
|
2.81K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.03% |
$150 - $168
|
7.62K
$641K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.84% |
$150 - $168
|
240
$20.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.46% |
$150 - $168
|
439
$36.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2+ 0.07% |
$150 - $168
|
2.76K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.32% |
$150 - $168
|
634
$53.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2+ 0.05% |
$150 - $168
|
4.33K
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$75 - $84
|
1
$84.1
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1+ 0.03% |
$75 - $84
|
2.9K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 1.1% |
$75 - $84
|
90
$7.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.24% |
$75 - $84
|
411
$34.6K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 11.11% |
$75 - $84
|
8
$673
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 1.35% |
$150 - $168
|
146
$12.3K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-3- 3.41% |
$225 - $252
|
85
$7.15K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.04% |
$300 - $336
|
9.16K
$770K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-5- 0.01% |
$375 - $420
|
47K
$3.95M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 0.23% |
$450 - $504
|
2.57K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.72% |
$525 - $588
|
970
$81.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7- 0.25% |
$525 - $588
|
2.84K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.26% |
$600 - $672
|
3.07K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-8- 0.19% |
$600 - $672
|
4.18K
$351K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9- 0.13% |
$675 - $756
|
7.15K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10- 0.37% |
$750 - $840
|
2.71K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 0.07% |
$750 - $840
|
13.7K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 7.6% |
$975 - $1.09K
|
158
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-14- 6.93% |
$1.05K - $1.18K
|
188
$15.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-18- 0.27% |
$1.35K - $1.51K
|
6.74K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.38% |
$1.42K - $1.6K
|
4.92K
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.11% |
$1.5K - $1.68K
|
17.8K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 0.42% |
$1.72K - $1.93K
|
5.5K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23- 0.3% |
$1.72K - $1.93K
|
7.58K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.41% |
$1.87K - $2.1K
|
6.1K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 0.52% |
$1.95K - $2.19K
|
4.96K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-26- 0.68% |
$1.95K - $2.19K
|
3.8K
$320K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-27- 0.05% |
$2.02K - $2.27K
|
57.4K
$4.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-28- 1.21% |
$2.1K - $2.35K
|
2.29K
$192K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-33- 0.67% |
$2.47K - $2.77K
|
4.88K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 1.0% |
$2.47K - $2.77K
|
3.27K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-33- 3.94% |
$2.47K - $2.77K
|
805
$67.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-34- 5.35% |
$2.55K - $2.86K
|
602
$50.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-35- 0.44% |
$2.62K - $2.94K
|
7.91K
$666K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 0.7% |
$2.77K - $3.11K
|
5.24K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-43- 1.52% |
$3.22K - $3.61K
|
2.79K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-43- 0.06% |
$3.22K - $3.61K
|
76.7K
$6.45M
|