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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
258+ 1.58% |
$19.3K - $21.7K
|
16.6K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
253+ 9.41% |
$19K - $21.3K
|
2.94K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
251New |
$18.8K - $21.1K
|
251
$23.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
251New |
$18.8K - $21.1K
|
251
$23.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
250+ 1.04% |
$18.7K - $21K
|
24.2K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
241New |
$18.1K - $20.3K
|
241
$22.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
237+ 28.52% |
$17.8K - $19.9K
|
1.07K
$99.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
232+ 4.79% |
$17.4K - $19.5K
|
5.07K
$472K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
227New |
$17K - $19.1K
|
227
$21.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
222New |
$16.6K - $18.7K
|
222
$20.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
200+ 6.18% |
$15K - $16.8K
|
3.44K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
199New |
$14.9K - $16.7K
|
199
$18.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
199+ 0.5% |
$14.9K - $16.7K
|
39.6K
$3.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
194+ 35.53% |
$14.5K - $16.3K
|
740
$68.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
193+ 76.59% |
$14.5K - $16.2K
|
445
$41.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
192+ 2.46% |
$14.4K - $16.1K
|
7.98K
$743K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
186+ 4.9% |
$13.9K - $15.6K
|
3.98K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
182New |
$13.6K - $15.3K
|
182
$16.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
174+ 6.59% |
$13K - $14.6K
|
2.82K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
173+ 2.63% |
$13K - $14.5K
|
6.75K
$629K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
170+ 2.44% |
$12.7K - $14.3K
|
7.15K
$666K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
169+ 1.59% |
$12.7K - $14.2K
|
10.8K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
163+ 4.61% |
$12.2K - $13.7K
|
3.7K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
163+ 4.21% |
$12.2K - $13.7K
|
4.03K
$375K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
161+ 5.51% |
$12.1K - $13.5K
|
3.08K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
158+ 0.34% |
$11.8K - $13.3K
|
46.5K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
157+ 0.9% |
$11.8K - $13.2K
|
17.6K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
154+ 3.11% |
$11.5K - $12.9K
|
5.1K
$475K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
146+ 260.71% |
$10.9K - $12.3K
|
202
$18.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139+ 1.62% |
$10.4K - $11.7K
|
8.74K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
139+ 1.95% |
$10.4K - $11.7K
|
7.28K
$678K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
135New |
$10.1K - $11.3K
|
135
$12.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
130+ 0.76% |
$9.75K - $10.9K
|
17.2K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
129+ 1.74% |
$9.67K - $10.8K
|
7.54K
$702K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
123New |
$9.22K - $10.3K
|
123
$11.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
116+ 1.72% |
$8.7K - $9.75K
|
6.85K
$638K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
112+ 0.67% |
$8.4K - $9.41K
|
16.8K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
112+ 1.07% |
$8.4K - $9.41K
|
10.6K
$986K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
107+ 1.57% |
$8.02K - $8.99K
|
6.91K
$644K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
105+ 1.0% |
$7.87K - $8.82K
|
10.6K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
104+ 15.69% |
$7.8K - $8.74K
|
767
$71.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
101+ 0.78% |
$7.57K - $8.49K
|
13K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
BUY
|
- |
100+ 1.8% |
$7.5K - $8.4K
|
5.65K
$526K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
97+ 1.56% |
$7.27K - $8.15K
|
6.32K
$588K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
96+ 2.08% |
$7.2K - $8.07K
|
4.72K
$440K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 14.58% |
$6.82K - $7.65K
|
715
$66.6K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
90+ 0.81% |
$6.75K - $7.56K
|
11.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
90New |
$6.75K - $7.56K
|
90
$8.38K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
90+ 0.34% |
$6.75K - $7.56K
|
26.9K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87+ 2.41% |
$6.52K - $7.31K
|
3.7K
$344K
|