Purchases and Sales Made in Q4 2021 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
2.03KNew |
$243K - $269K
|
2.03K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.02KNew |
$241K - $267K
|
2.02K
$141K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2KNew |
$240K - $265K
|
2K
$140K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2K+ 30.66% |
$239K - $265K
|
8.52K
$597K
|
|
|
Feb 07, 2022
Q4 2021
|
Opus Investment Management Inc
|
BUY
|
- |
2K+ 35.09% |
$239K - $265K
|
7.7K
$539K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.97KNew |
$236K - $261K
|
1.97K
$138K
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$235K - $260K
|
1.97K
$138K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.95KNew |
$234K - $258K
|
1.95K
$137K
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.94KNew |
$232K - $256K
|
1.94K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.93K+ 18.57% |
$231K - $256K
|
12.3K
$865K
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.81KNew |
$217K - $239K
|
1.81K
$127K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.79K+ 8.04% |
$214K - $237K
|
24.1K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.78K+ 91.29% |
$213K - $236K
|
3.73K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.73KNew |
$207K - $229K
|
1.73K
$121K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.72K+ 4.29% |
$206K - $227K
|
41.8K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.71KNew |
$204K - $226K
|
1.71K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.7K+ 6.63% |
$203K - $225K
|
27.4K
$1.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.68KNew |
$202K - $223K
|
1.68K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.64KNew |
$197K - $217K
|
1.64K
$115K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.63KNew |
$195K - $216K
|
1.63K
$114K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.63K+ 98.85% |
$195K - $216K
|
3.28K
$230K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.62KNew |
$193K - $214K
|
1.62K
$113K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$193K - $213K
|
1.61K
$113K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.61KNew |
$193K - $213K
|
1.61K
$113K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$192K - $213K
|
1.61K
$113K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.58K+ 7.88% |
$189K - $209K
|
21.6K
$1.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.57KNew |
$188K - $208K
|
1.57K
$110K
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.57KNew |
$188K - $208K
|
1.57K
$110K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.56KNew |
$187K - $207K
|
1.56K
$110K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.56KNew |
$186K - $206K
|
1.56K
$109K
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
1.55KNew |
$186K - $205K
|
1.55K
$109K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.55KNew |
$186K - $205K
|
1.55K
$109K
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.55KNew |
$185K - $205K
|
1.55K
$109K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.54KNew |
$185K - $204K
|
1.54K
$108K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.54KNew |
$184K - $203K
|
1.54K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$107K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$106K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.52KNew |
$181K - $201K
|
1.52K
$106K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.5K+ 44.03% |
$180K - $199K
|
4.91K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.5KNew |
$179K - $198K
|
1.5K
$105K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 2.84% |
$179K - $198K
|
54.3K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
1.48K+ 1.16% |
$177K - $196K
|
129K
$9.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.47K+ 39.72% |
$176K - $195K
|
5.19K
$363K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.47K+ 50.88% |
$176K - $195K
|
4.36K
$306K
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.45K+ 16.82% |
$174K - $192K
|
10.1K
$707K
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.43KNew |
$171K - $189K
|
1.43K
$100K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 3.49% |
$169K - $186K
|
41.8K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.39K+ 4.21% |
$166K - $183K
|
34.3K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.34KNew |
$160K - $177K
|
1.34K
$94K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.32K+ 65.42% |
$158K - $174K
|
3.33K
$233K
|