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
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-265- 4.86% |
$19.9K - $22.3K
|
5.18K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-271- 7.5% |
$20.3K - $22.8K
|
3.34K
$317K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-280- 7.41% |
$21K - $23.5K
|
3.5K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-283- 6.1% |
$21.2K - $23.8K
|
4.36K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-287- 4.56% |
$21.5K - $24.1K
|
6K
$568K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-287- 7.44% |
$21.5K - $24.1K
|
3.57K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-297- 1.36% |
$22.3K - $25K
|
21.6K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-298- 10.35% |
$22.3K - $25K
|
2.58K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-300- 4.71% |
$22.5K - $25.2K
|
6.07K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-303- 1.31% |
$22.7K - $25.5K
|
22.8K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-312- 18.62% |
$23.4K - $26.2K
|
1.36K
$129K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-320- 0.91% |
$24K - $26.9K
|
34.8K
$3.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-322- 6.52% |
$24.1K - $27.1K
|
4.62K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-332- 2.65% |
$24.9K - $27.9K
|
12.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-341- 0.31% |
$25.6K - $28.7K
|
109K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-342- 1.06% |
$25.6K - $28.7K
|
31.8K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-348- 6.36% |
$26.1K - $29.2K
|
5.12K
$485K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-350- 0.5% |
$26.2K - $29.4K
|
69.8K
$6.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-350- 14.58% |
$26.2K - $29.4K
|
2.05K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-350- 5.41% |
$26.2K - $29.4K
|
6.12K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-357- 3.18% |
$26.8K - $30K
|
10.9K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-376- 3.53% |
$28.2K - $31.6K
|
10.3K
$972K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-389- 3.26% |
$29.2K - $32.7K
|
11.6K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-412- 6.84% |
$30.9K - $34.6K
|
5.61K
$531K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-425- 10.38% |
$31.9K - $35.7K
|
3.67K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-442- 2.39% |
$33.1K - $37.1K
|
18.1K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-453- 2.07% |
$34K - $38.1K
|
21.4K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-474- 6.85% |
$35.5K - $39.8K
|
6.44K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-493- 5.79% |
$37K - $41.4K
|
8.02K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-508- 0.17% |
$38.1K - $42.7K
|
303K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-528- 2.61% |
$39.6K - $44.4K
|
19.7K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-535- 13.22% |
$40.1K - $45K
|
3.51K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-536- 2.58% |
$40.2K - $45K
|
20.2K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-539- 4.95% |
$40.4K - $45.3K
|
10.4K
$981K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-551- 17.75% |
$41.3K - $46.3K
|
2.55K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-581- 25.86% |
$43.6K - $48.8K
|
1.67K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-583- 7.34% |
$43.7K - $49K
|
7.37K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-587- 14.98% |
$44K - $49.3K
|
3.33K
$316K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-600- 34.19% |
$45K - $50.4K
|
1.16K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-674- 3.41% |
$50.5K - $56.6K
|
19.1K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-675- 1.85% |
$50.6K - $56.7K
|
35.9K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-676- 6.62% |
$50.7K - $56.8K
|
9.54K
$903K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-676- 21.11% |
$50.7K - $56.8K
|
2.53K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-677- 18.09% |
$50.8K - $56.9K
|
3.07K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-689- 0.44% |
$51.7K - $57.9K
|
156K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.21% |
$52.5K - $58.8K
|
31K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-727- 50.77% |
$54.5K - $61.1K
|
705
$66.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-742- 1.08% |
$55.6K - $62.4K
|
68.3K
$6.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-750- 1.28% |
$56.2K - $63K
|
57.9K
$5.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-756- 23.2% |
$56.7K - $63.5K
|
2.5K
$237K
|