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 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.82K+ 1888.61% |
$286K - $321K
|
4.02K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.8K+ 9.34% |
$285K - $319K
|
44.4K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.7KNew |
$277K - $311K
|
3.7K
$264K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.69K+ 17.11% |
$277K - $310K
|
25.3K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.64KNew |
$273K - $306K
|
3.64K
$260K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.6KNew |
$270K - $303K
|
3.6K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
3.6KNew |
$270K - $303K
|
3.6K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.58KNew |
$268K - $301K
|
3.58K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.58KNew |
$268K - $301K
|
3.58K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$262K - $294K
|
3.5K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.49K+ 594.89% |
$262K - $293K
|
4.08K
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.46K+ 119.48% |
$259K - $291K
|
6.36K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.33KNew |
$249K - $280K
|
3.33K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.29KNew |
$247K - $276K
|
3.29K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.25K+ 9.31% |
$244K - $273K
|
38.2K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.24KNew |
$243K - $272K
|
3.24K
$231K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.23K+ 23.65% |
$242K - $271K
|
16.9K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.1KNew |
$232K - $260K
|
3.1K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 55.58% |
$231K - $259K
|
8.64K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.07K+ 3.49% |
$230K - $258K
|
91.2K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.97KNew |
$223K - $250K
|
2.97K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.97K+ 12.19% |
$223K - $250K
|
27.3K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.97KNew |
$223K - $250K
|
2.97K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.95KNew |
$221K - $248K
|
2.95K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.95KNew |
$221K - $248K
|
2.95K
$211K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.94KNew |
$221K - $247K
|
2.94K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.92K+ 7.61% |
$219K - $245K
|
41.3K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.92KNew |
$219K - $245K
|
2.92K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.9KNew |
$217K - $243K
|
2.9K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.89K+ 396.43% |
$217K - $243K
|
3.62K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.89K+ 6.4% |
$217K - $243K
|
48K
$3.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
2.89KNew |
$216K - $243K
|
2.89K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.86KNew |
$214K - $240K
|
2.86K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 9.0% |
$213K - $239K
|
34.4K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.84KNew |
$213K - $239K
|
2.84K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.83KNew |
$212K - $238K
|
2.83K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.78KNew |
$208K - $233K
|
2.78K
$198K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 23.45% |
$206K - $231K
|
14.5K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.74K+ 1.24% |
$205K - $230K
|
223K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.73K+ 65.85% |
$205K - $229K
|
6.88K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.72KNew |
$204K - $229K
|
2.72K
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.7KNew |
$202K - $227K
|
2.7K
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.69K+ 17.82% |
$202K - $226K
|
17.8K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.66KNew |
$199K - $223K
|
2.66K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.64KNew |
$198K - $222K
|
2.64K
$188K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.62KNew |
$196K - $220K
|
2.62K
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.6KNew |
$195K - $218K
|
2.6K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
2.58KNew |
$193K - $217K
|
2.58K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.56KNew |
$192K - $215K
|
2.56K
$183K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.56K+ 20.39% |
$192K - $215K
|
15.1K
$1.08M
|