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 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-62- 1.42% |
$4.65K - $5.21K
|
4.29K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-68- 1.29% |
$5.1K - $5.71K
|
5.2K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 1.41% |
$5.25K - $5.88K
|
4.89K
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-72- 0.05% |
$5.4K - $6.05K
|
143K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-73- 0.36% |
$5.47K - $6.13K
|
20.1K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-75- 0.91% |
$5.62K - $6.3K
|
8.21K
$774K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-77- 13.73% |
$5.77K - $6.47K
|
484
$45.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-80- 0.15% |
$6K - $6.72K
|
54.3K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-80- 1.17% |
$6K - $6.72K
|
6.78K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-92- 4.31% |
$6.9K - $7.73K
|
2.04K
$192K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-95- 2.21% |
$7.12K - $7.98K
|
4.21K
$397K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 1.03% |
$7.5K - $8.4K
|
9.64K
$909K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 50.0% |
$7.5K - $8.4K
|
100
$9.43K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-104- 53.06% |
$7.8K - $8.74K
|
92
$8.67K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-104- 17.81% |
$7.8K - $8.74K
|
480
$45.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-104- 2.59% |
$7.8K - $8.74K
|
3.92K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-105- 17.53% |
$7.87K - $8.82K
|
494
$46.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-115- 0.23% |
$8.62K - $9.66K
|
50.8K
$4.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-120- 2.39% |
$9K - $10.1K
|
4.91K
$462K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-120- 4.3% |
$9K - $10.1K
|
2.67K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-122- 1.15% |
$9.15K - $10.3K
|
10.5K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-140- 0.4% |
$10.5K - $11.8K
|
34.6K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-140- 2.52% |
$10.5K - $11.8K
|
5.42K
$511K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-146- 4.91% |
$10.9K - $12.3K
|
2.83K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-154- 85.56% |
$11.5K - $12.9K
|
26
$2.45K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 1.62% |
$12.1K - $13.6K
|
9.86K
$930K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-163- 2.83% |
$12.2K - $13.7K
|
5.6K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-168- 0.23% |
$12.6K - $14.1K
|
71.8K
$6.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-174- 3.19% |
$13K - $14.6K
|
5.28K
$498K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-182- 1.17% |
$13.6K - $15.3K
|
15.3K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-183- 11.37% |
$13.7K - $15.4K
|
1.43K
$134K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-193- 2.88% |
$14.5K - $16.2K
|
6.51K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-196- 38.89% |
$14.7K - $16.5K
|
308
$29K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-197- 3.54% |
$14.8K - $16.6K
|
5.36K
$505K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.56% |
$15K - $16.8K
|
35.6K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-208- 5.3% |
$15.6K - $17.5K
|
3.72K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-210- 5.17% |
$15.7K - $17.6K
|
3.85K
$363K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-220- 9.09% |
$16.5K - $18.5K
|
2.2K
$207K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-220- 8.32% |
$16.5K - $18.5K
|
2.42K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-221- 4.8% |
$16.6K - $18.6K
|
4.38K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-224- 3.98% |
$16.8K - $18.8K
|
5.4K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-225- 0.35% |
$16.9K - $18.9K
|
64.6K
$6.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-229- 4.86% |
$17.2K - $19.2K
|
4.48K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-230- 1.47% |
$17.2K - $19.3K
|
15.4K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-246- 18.34% |
$18.4K - $20.7K
|
1.1K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-246- 3.62% |
$18.4K - $20.7K
|
6.55K
$617K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-249- 0.24% |
$18.7K - $20.9K
|
104K
$9.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-251- 43.8% |
$18.8K - $21.1K
|
322
$30.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-260- 53.72% |
$19.5K - $21.9K
|
224
$21.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-263- 0.34% |
$19.7K - $22.1K
|
76.6K
$7.22M
|