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 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
517+ 5.72% |
$38.8K - $43.4K
|
9.55K
$889K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
515+ 15.27% |
$38.6K - $43.3K
|
3.89K
$362K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
503+ 4.98% |
$37.7K - $42.3K
|
10.6K
$987K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500+ 19.16% |
$37.5K - $42K
|
3.11K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
500+ 0.37% |
$37.5K - $42K
|
135K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
500+ 8.24% |
$37.5K - $42K
|
6.57K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
493+ 1.95% |
$37K - $41.4K
|
25.7K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
493+ 0.96% |
$37K - $41.4K
|
51.8K
$4.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
472+ 4.83% |
$35.4K - $39.7K
|
10.3K
$955K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
467+ 2.22% |
$35K - $39.2K
|
21.5K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
466+ 1.27% |
$34.9K - $39.2K
|
37.2K
$3.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
466+ 2.66% |
$34.9K - $39.2K
|
18K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
458+ 3.35% |
$34.3K - $38.5K
|
14.1K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
445+ 0.49% |
$33.4K - $37.4K
|
91.7K
$8.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
442+ 1.81% |
$33.1K - $37.1K
|
24.9K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
434+ 3.45% |
$32.5K - $36.5K
|
13K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
414+ 1.38% |
$31K - $34.8K
|
30.5K
$2.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
414+ 3.15% |
$31K - $34.8K
|
13.6K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
405+ 0.12% |
$30.4K - $34K
|
330K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.38% |
$30K - $33.6K
|
105K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
392+ 1.87% |
$29.4K - $32.9K
|
21.3K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
388New |
$29.1K - $32.6K
|
388
$36.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
383+ 5.93% |
$28.7K - $32.2K
|
6.85K
$637K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
375+ 7.76% |
$28.1K - $31.5K
|
5.21K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
368+ 3.92% |
$27.6K - $30.9K
|
9.77K
$909K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
355New |
$26.6K - $29.8K
|
355
$33.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
353+ 3.19% |
$26.5K - $29.7K
|
11.4K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
351+ 0.11% |
$26.3K - $29.5K
|
332K
$30.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
342+ 6.86% |
$25.6K - $28.7K
|
5.33K
$496K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
337+ 53.15% |
$25.3K - $28.3K
|
971
$90.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 0.43% |
$25.2K - $28.2K
|
79.1K
$7.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
334New |
$25K - $28.1K
|
334
$31.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
318+ 5.89% |
$23.8K - $26.7K
|
5.72K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
312+ 4.65% |
$23.4K - $26.2K
|
7.02K
$654K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
306+ 4.55% |
$22.9K - $25.7K
|
7.03K
$655K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
306+ 2.1% |
$22.9K - $25.7K
|
14.9K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
305+ 0.74% |
$22.9K - $25.6K
|
41.4K
$3.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
305+ 179.41% |
$22.9K - $25.6K
|
475
$44.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
300+ 6.01% |
$22.5K - $25.2K
|
5.29K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
289+ 1.06% |
$21.7K - $24.3K
|
27.6K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
287+ 3.11% |
$21.5K - $24.1K
|
9.53K
$887K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
286+ 2.58% |
$21.4K - $24K
|
11.4K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
285+ 180.38% |
$21.4K - $24K
|
443
$41.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
285+ 10.7% |
$21.4K - $24K
|
2.95K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
281+ 1.02% |
$21.1K - $23.6K
|
28K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
281+ 2.54% |
$21.1K - $23.6K
|
11.3K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
276+ 3.85% |
$20.7K - $23.2K
|
7.45K
$693K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
270+ 250.0% |
$20.2K - $22.7K
|
378
$35.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
265+ 4.58% |
$19.9K - $22.3K
|
6.05K
$564K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
265+ 6.59% |
$19.9K - $22.3K
|
4.28K
$399K
|