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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
166+ 2.12% |
$19.9K - $22K
|
7.99K
$560K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
160+ 5.42% |
$19.1K - $21.2K
|
3.11K
$218K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
160New |
$19.1K - $21.2K
|
160
$11.2K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
157New |
$18.8K - $20.8K
|
157
$11K
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
156+ 5.72% |
$18.7K - $20.6K
|
2.88K
$202K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
150New |
$17.9K - $19.8K
|
150
$10.5K
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
146+ 5.51% |
$17.5K - $19.3K
|
2.8K
$196K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
146+ 10.64% |
$17.5K - $19.3K
|
1.52K
$106K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
137+ 4.86% |
$16.4K - $18.1K
|
2.96K
$207K
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
135+ 4.2% |
$16.2K - $17.9K
|
3.35K
$234K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
134+ 6.1% |
$16K - $17.7K
|
2.33K
$163K
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
130+ 7.21% |
$15.6K - $17.2K
|
1.93K
$135K
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
127New |
$15.2K - $16.8K
|
127
$8.9K
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
124+ 9.37% |
$14.8K - $16.4K
|
1.45K
$101K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
123+ 136.67% |
$14.7K - $16.3K
|
213
$14.9K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
121New |
$14.5K - $16K
|
121
$8.48K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
115+ 13.29% |
$13.8K - $15.2K
|
980
$68.7K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
105+ 1.19% |
$12.6K - $13.9K
|
8.92K
$625K
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
105+ 0.91% |
$12.6K - $13.9K
|
11.7K
$816K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$12K - $13.2K
|
100
$7.01K
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.5% |
$12K - $13.2K
|
20K
$1.4M
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
100+ 666.67% |
$12K - $13.2K
|
115
$8.06K
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.17% |
$12K - $13.2K
|
58K
$4.06M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
96+ 3.96% |
$11.5K - $12.7K
|
2.52K
$177K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
95+ 3.93% |
$11.4K - $12.6K
|
2.51K
$176K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$10.8K - $11.9K
|
90
$6.31K
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
86New |
$10.3K - $11.4K
|
86
$6.03K
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
85New |
$10.2K - $11.2K
|
85
$5.96K
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
82+ 1.84% |
$9.81K - $10.8K
|
4.53K
$317K
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
80New |
$9.57K - $10.6K
|
80
$5.6K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 1.94% |
$9.57K - $10.6K
|
4.2K
$294K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
79+ 0.21% |
$9.45K - $10.5K
|
37.8K
$2.65M
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
76New |
$9.09K - $10.1K
|
76
$5.32K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
72+ 0.45% |
$8.62K - $9.52K
|
15.9K
$1.11M
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
66+ 0.46% |
$7.9K - $8.73K
|
14.4K
$1.01M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65New |
$7.78K - $8.6K
|
65
$4.55K
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
62New |
$7.42K - $8.2K
|
62
$4.34K
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
61+ 2.45% |
$7.3K - $8.07K
|
2.55K
$179K
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
60New |
$7.18K - $7.94K
|
60
$4.2K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
60+ 1.25% |
$7.18K - $7.94K
|
4.84K
$339K
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
58+ 1.72% |
$6.94K - $7.67K
|
3.42K
$240K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 45.83% |
$6.58K - $7.28K
|
175
$12.3K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
55New |
$6.58K - $7.28K
|
55
$3.85K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.1% |
$6.22K - $6.88K
|
2.52K
$177K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50+ 1.74% |
$5.98K - $6.61K
|
2.93K
$205K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48+ 1.51% |
$5.74K - $6.35K
|
3.23K
$226K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
48+ 20.0% |
$5.74K - $6.35K
|
288
$20.2K
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
48+ 1.0% |
$5.74K - $6.35K
|
4.87K
$341K
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
48+ 1.23% |
$5.74K - $6.35K
|
3.96K
$277K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48+ 4.07% |
$5.74K - $6.35K
|
1.23K
$86K
|