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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3- 0.01% |
$419 - $502
|
25.8K
$2.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.29% |
$419 - $502
|
1.03K
$89.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 15.0% |
$419 - $502
|
17
$1.48K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 0.32% |
$559 - $669
|
1.24K
$108K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-4- 0.14% |
$559 - $669
|
2.85K
$249K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 2.71% |
$978 - $1.17K
|
251
$21.9K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7- 0.09% |
$978 - $1.17K
|
8.05K
$701K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 7.29% |
$978 - $1.17K
|
89
$7.75K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-7- 0.31% |
$978 - $1.17K
|
2.29K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-9- 18.0% |
$1.26K - $1.51K
|
41
$3.57K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-10- 0.74% |
$1.4K - $1.67K
|
1.35K
$117K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-10- 0.41% |
$1.4K - $1.67K
|
2.43K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-11- 14.67% |
$1.54K - $1.84K
|
64
$5.58K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-12- 1.55% |
$1.68K - $2.01K
|
763
$66.5K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-12- 1.55% |
$1.68K - $2.01K
|
763
$66.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-13- 0.07% |
$1.82K - $2.17K
|
17.8K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13- 0.16% |
$1.82K - $2.17K
|
8.14K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-14- 34.15% |
$1.96K - $2.34K
|
27
$2.35K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15- 0.76% |
$2.1K - $2.51K
|
1.95K
$170K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-15- 0.1% |
$2.1K - $2.51K
|
15.3K
$1.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16- 0.65% |
$2.24K - $2.68K
|
2.44K
$213K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-17- 3.04% |
$2.38K - $2.84K
|
542
$47.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18- 20.69% |
$2.52K - $3.01K
|
69
$6.01K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18- 0.42% |
$2.52K - $3.01K
|
4.24K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-19- 0.14% |
$2.66K - $3.18K
|
13.6K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-19- 0.21% |
$2.66K - $3.18K
|
8.98K
$783K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-20- 0.78% |
$2.79K - $3.35K
|
2.53K
$221K
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-20- 0.01% |
$2.79K - $3.35K
|
201K
$17.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-20- 0.26% |
$2.79K - $3.35K
|
7.61K
$663K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-20- 0.96% |
$2.79K - $3.35K
|
2.07K
$180K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 0.93% |
$2.93K - $3.51K
|
2.24K
$195K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-22- 0.77% |
$3.07K - $3.68K
|
2.85K
$249K
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-23- 0.03% |
$3.21K - $3.85K
|
66K
$5.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23- 0.34% |
$3.21K - $3.85K
|
6.8K
$592K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 0.49% |
$3.49K - $4.18K
|
5.1K
$444K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-25- 6.39% |
$3.49K - $4.18K
|
366
$31.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26- 1.43% |
$3.63K - $4.35K
|
1.8K
$157K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-28- 0.88% |
$3.91K - $4.68K
|
3.14K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-29- 1.3% |
$4.05K - $4.85K
|
2.2K
$191K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-30- 11.54% |
$4.19K - $5.02K
|
230
$20K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 12.35% |
$4.19K - $5.02K
|
213
$18.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31- 86.11% |
$4.33K - $5.19K
|
5
$436
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.58% |
$4.47K - $5.35K
|
5.48K
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 9.34% |
$4.75K - $5.69K
|
330
$28.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-36- 9.33% |
$5.03K - $6.02K
|
350
$30.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-37- 6.05% |
$5.17K - $6.19K
|
575
$50.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37- 0.58% |
$5.17K - $6.19K
|
6.39K
$557K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-38- 1.09% |
$5.31K - $6.36K
|
3.45K
$300K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-44- 66.67% |
$6.15K - $7.36K
|
22
$1.92K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-48- 3.5% |
$6.71K - $8.03K
|
1.33K
$115K
|