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 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$101K - $113K
|
1.35K
$96.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 26.66% |
$101K - $113K
|
6.39K
$456K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 10.9% |
$100K - $112K
|
13.6K
$969K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.33K+ 37.75% |
$99.7K - $112K
|
4.85K
$346K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.3K+ 12.09% |
$97.5K - $109K
|
12.1K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.3K+ 8.19% |
$97.2K - $109K
|
17.1K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 11.34% |
$96.6K - $108K
|
12.7K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 8.56% |
$90.6K - $102K
|
15.3K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16K+ 109.1% |
$87.2K - $97.7K
|
2.23K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.13K+ 0.41% |
$84.7K - $95K
|
277K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.13K+ 0.29% |
$84.5K - $94.7K
|
392K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.12K+ 0.59% |
$84.3K - $94.5K
|
192K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.09K+ 24.71% |
$81.9K - $91.8K
|
5.51K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.09K+ 39.57% |
$81.9K - $91.8K
|
3.85K
$275K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.09K+ 17.99% |
$81.3K - $91.2K
|
7.12K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.06KNew |
$79.1K - $88.7K
|
1.06K
$75.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.05K+ 3.99% |
$78.4K - $87.9K
|
27.2K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.03KNew |
$77.5K - $86.9K
|
1.03K
$73.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 6.75% |
$75K - $84.1K
|
15.8K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
972New |
$72.9K - $81.7K
|
972
$69.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
966New |
$72.4K - $81.2K
|
966
$68.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
962+ 7.66% |
$72.1K - $80.8K
|
13.5K
$965K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
951+ 9.71% |
$71.3K - $79.9K
|
10.7K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
913+ 2.27% |
$68.4K - $76.7K
|
41.2K
$2.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
908+ 5.81% |
$68.1K - $76.3K
|
16.5K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
885+ 33.6% |
$66.3K - $74.4K
|
3.52K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
872+ 7.08% |
$65.4K - $73.3K
|
13.2K
$941K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
864+ 8.58% |
$64.8K - $72.6K
|
10.9K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
863+ 6.19% |
$64.7K - $72.5K
|
14.8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
838+ 14.93% |
$62.8K - $70.4K
|
6.45K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
832+ 3.46% |
$62.4K - $69.9K
|
24.9K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
830+ 2.16% |
$62.2K - $69.8K
|
39.3K
$2.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
822+ 9.49% |
$61.6K - $69.1K
|
9.48K
$677K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
822+ 10.72% |
$61.6K - $69.1K
|
8.49K
$606K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
805+ 14.81% |
$60.4K - $67.7K
|
6.24K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
799+ 18.48% |
$59.9K - $67.1K
|
5.12K
$366K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
764New |
$57.3K - $64.2K
|
764
$54.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
756+ 4.71% |
$56.7K - $63.5K
|
16.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
754New |
$56.5K - $63.4K
|
754
$53.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
750+ 6.82% |
$56.2K - $63K
|
11.8K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
744+ 11.9% |
$55.8K - $62.5K
|
7K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
729+ 6.41% |
$54.7K - $61.3K
|
12.1K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
711+ 9.02% |
$53.3K - $59.8K
|
8.59K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
705+ 15.95% |
$52.9K - $59.2K
|
5.13K
$366K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
687+ 1.25% |
$51.5K - $57.7K
|
55.5K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
686+ 1.68% |
$51.4K - $57.7K
|
41.5K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
677+ 6.63% |
$50.8K - $56.9K
|
10.9K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
675+ 10.21% |
$50.6K - $56.7K
|
7.28K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
674+ 18.78% |
$50.5K - $56.6K
|
4.26K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
640+ 6.97% |
$48K - $53.8K
|
9.83K
$701K
|