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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.05% |
$140 - $167
|
1.92K
$177K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2- 0.01% |
$279 - $335
|
14.4K
$1.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.08% |
$279 - $335
|
2.43K
$224K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.29% |
$419 - $502
|
1.03K
$94.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3- 0.01% |
$419 - $502
|
25.8K
$2.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 15.0% |
$419 - $502
|
17
$1.57K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 0.32% |
$559 - $669
|
1.24K
$114K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4- 0.14% |
$559 - $669
|
2.85K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-7- 0.31% |
$978 - $1.17K
|
2.29K
$211K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 2.71% |
$978 - $1.17K
|
251
$23.2K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 0.09% |
$978 - $1.17K
|
8.05K
$743K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 7.29% |
$978 - $1.17K
|
89
$8.21K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-9- 18.0% |
$1.26K - $1.51K
|
41
$3.78K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-10- 0.41% |
$1.4K - $1.67K
|
2.43K
$224K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-10- 0.74% |
$1.4K - $1.67K
|
1.35K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-11- 14.67% |
$1.54K - $1.84K
|
64
$5.91K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-12- 1.55% |
$1.68K - $2.01K
|
763
$70.4K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-12- 1.55% |
$1.68K - $2.01K
|
763
$70.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13- 0.16% |
$1.82K - $2.17K
|
8.14K
$751K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-13- 0.07% |
$1.82K - $2.17K
|
17.8K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14- 34.15% |
$1.96K - $2.34K
|
27
$2.49K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15- 0.76% |
$2.1K - $2.51K
|
1.95K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-15- 0.1% |
$2.1K - $2.51K
|
15.3K
$1.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16- 0.65% |
$2.24K - $2.68K
|
2.44K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-17- 3.04% |
$2.38K - $2.84K
|
542
$50K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18- 20.69% |
$2.52K - $3.01K
|
69
$6.37K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18- 0.42% |
$2.52K - $3.01K
|
4.24K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-19- 0.21% |
$2.66K - $3.18K
|
8.98K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-19- 0.14% |
$2.66K - $3.18K
|
13.6K
$1.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-20- 0.26% |
$2.79K - $3.35K
|
7.61K
$702K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-20- 0.96% |
$2.79K - $3.35K
|
2.07K
$191K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-20- 0.78% |
$2.79K - $3.35K
|
2.53K
$234K
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-20- 0.01% |
$2.79K - $3.35K
|
201K
$18.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 0.93% |
$2.93K - $3.51K
|
2.24K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-22- 0.77% |
$3.07K - $3.68K
|
2.85K
$263K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23- 0.34% |
$3.21K - $3.85K
|
6.8K
$627K
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-23- 0.03% |
$3.21K - $3.85K
|
66K
$6.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-25- 6.39% |
$3.49K - $4.18K
|
366
$33.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 0.49% |
$3.49K - $4.18K
|
5.1K
$471K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26- 1.43% |
$3.63K - $4.35K
|
1.8K
$166K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-28- 0.88% |
$3.91K - $4.68K
|
3.14K
$290K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-29- 1.3% |
$4.05K - $4.85K
|
2.2K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-30- 11.54% |
$4.19K - $5.02K
|
230
$21.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 12.35% |
$4.19K - $5.02K
|
213
$19.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31- 86.11% |
$4.33K - $5.19K
|
5
$461
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.58% |
$4.47K - $5.35K
|
5.48K
$506K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 9.34% |
$4.75K - $5.69K
|
330
$30.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-36- 9.33% |
$5.03K - $6.02K
|
350
$32.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-37- 6.05% |
$5.17K - $6.19K
|
575
$53.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37- 0.58% |
$5.17K - $6.19K
|
6.39K
$590K
|