Purchases and Sales Made in Q4 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 0.5% |
$2.1K - $2.51K
|
3.01K
$262K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
14New |
$1.96K - $2.34K
|
14
$1.22K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
14+ 2.88% |
$1.96K - $2.34K
|
500
$43.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
12+ 0.79% |
$1.68K - $2.01K
|
1.54K
$134K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11+ 0.24% |
$1.54K - $1.84K
|
4.59K
$400K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.81% |
$1.54K - $1.84K
|
1.38K
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
11+ 0.73% |
$1.54K - $1.84K
|
1.51K
$132K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11New |
$1.54K - $1.84K
|
11
$958
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 0.73% |
$1.4K - $1.67K
|
1.37K
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
10+ 0.14% |
$1.4K - $1.67K
|
7.29K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$1.26K - $1.51K
|
9
$784
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8New |
$1.12K - $1.34K
|
8
$697
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.37% |
$1.12K - $1.34K
|
2.16K
$188K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7+ 0.65% |
$978 - $1.17K
|
1.08K
$94K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
7+ 0.27% |
$978 - $1.17K
|
2.56K
$223K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.18% |
$978 - $1.17K
|
4K
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
6+ 0.44% |
$838 - $1K
|
1.36K
$118K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.17% |
$838 - $1K
|
3.44K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6New |
$838 - $1K
|
6
$523
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 1.0% |
$699 - $836
|
504
$43.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.09% |
$699 - $836
|
5.33K
$464K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.58% |
$699 - $836
|
872
$76K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 4.17% |
$699 - $836
|
125
$10.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$559 - $669
|
1.5K
$131K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4+ 0.13% |
$559 - $669
|
3.03K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$559 - $669
|
4
$349
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 2.15% |
$559 - $669
|
190
$16.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 4.35% |
$559 - $669
|
96
$8.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.39% |
$559 - $669
|
1.02K
$88.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
4+ 0.19% |
$559 - $669
|
2.06K
$179K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4New |
$559 - $669
|
4
$349
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4+ 0.25% |
$559 - $669
|
1.58K
$137K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$419 - $502
|
3
$261
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3+ 0.22% |
$419 - $502
|
1.35K
$118K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 3.75% |
$419 - $502
|
83
$7.23K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 3.66% |
$419 - $502
|
85
$7.41K
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3+ 0.05% |
$419 - $502
|
6.1K
$532K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.18% |
$279 - $335
|
1.13K
$98.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.64% |
$279 - $335
|
314
$27.4K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 40.0% |
$279 - $335
|
7
$610
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.07% |
$279 - $335
|
2.82K
$246K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.61% |
$279 - $335
|
328
$28.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.05% |
$140 - $167
|
2.06K
$179K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$140 - $167
|
1.15K
$100K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.7% |
$140 - $167
|
38
$3.31K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.05% |
$140 - $167
|
2.12K
$185K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$140 - $167
|
2.67K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.05% |
$140 - $167
|
1.92K
$168K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2- 0.01% |
$279 - $335
|
14.4K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.08% |
$279 - $335
|
2.43K
$211K
|