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 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-48- 3.5% |
$6.71K - $8.03K
|
1.33K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-49- 77.78% |
$6.85K - $8.2K
|
14
$1.19K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-50- 0.53% |
$6.99K - $8.36K
|
9.36K
$798K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-50- 2.39% |
$6.99K - $8.36K
|
2.04K
$174K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.78% |
$6.99K - $8.36K
|
2.76K
$235K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
SELL
|
- |
-50- 0.15% |
$6.99K - $8.36K
|
34.3K
$2.93M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-50- 1.03% |
$6.99K - $8.36K
|
4.8K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-50- 0.54% |
$6.99K - $8.36K
|
9.25K
$788K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-54- 4.55% |
$7.55K - $9.03K
|
1.13K
$96.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-55- 16.47% |
$7.69K - $9.2K
|
279
$23.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57- 1.79% |
$7.97K - $9.53K
|
3.12K
$266K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-60- 0.71% |
$8.38K - $10K
|
8.34K
$710K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-60- 1.19% |
$8.38K - $10K
|
4.96K
$423K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-62- 0.7% |
$8.66K - $10.4K
|
8.75K
$745K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-62- 2.26% |
$8.66K - $10.4K
|
2.68K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-62- 3.43% |
$8.66K - $10.4K
|
1.75K
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-63- 68.48% |
$8.8K - $10.5K
|
29
$2.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-67- 22.26% |
$9.36K - $11.2K
|
234
$19.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-71- 3.06% |
$9.92K - $11.9K
|
2.25K
$191K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-74- 2.52% |
$10.3K - $12.4K
|
2.86K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-76- 3.94% |
$10.6K - $12.7K
|
1.86K
$158K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-78- 3.61% |
$10.9K - $13K
|
2.09K
$178K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-87- 9.14% |
$12.2K - $14.6K
|
865
$73.7K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-94- 0.26% |
$13.1K - $15.7K
|
36.4K
$3.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-96- 2.05% |
$13.4K - $16.1K
|
4.59K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-98- 2.14% |
$13.7K - $16.4K
|
4.49K
$383K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-98- 3.11% |
$13.7K - $16.4K
|
3.05K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-100- -0.0% |
$14K - $16.7K
|
2.8M
$238M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-100- 0.79% |
$14K - $16.7K
|
12.6K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 7.14% |
$14K - $16.7K
|
1.3K
$111K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-102- 77.27% |
$14.3K - $17.1K
|
30
$2.56K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-103- 6.96% |
$14.4K - $17.2K
|
1.38K
$117K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-105- 83.33% |
$14.7K - $17.6K
|
21
$1.79K
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-110- 3.07% |
$15.4K - $18.4K
|
3.48K
$296K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-120- 3.88% |
$16.8K - $20.1K
|
2.98K
$253K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-121- 3.45% |
$16.9K - $20.2K
|
3.39K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-125- 0.24% |
$17.5K - $20.9K
|
51K
$4.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-127- 7.51% |
$17.7K - $21.2K
|
1.56K
$133K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-130- 1.47% |
$18.2K - $21.7K
|
8.71K
$742K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-131- 1.69% |
$18.3K - $21.9K
|
7.64K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-138- 3.45% |
$19.3K - $23.1K
|
3.86K
$329K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-139- 6.45% |
$19.4K - $23.3K
|
2.02K
$172K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-141- 24.27% |
$19.7K - $23.6K
|
440
$37.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-144- 6.23% |
$20.1K - $24.1K
|
2.17K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-144- 1.97% |
$20.1K - $24.1K
|
7.15K
$609K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-145- 12.44% |
$20.3K - $24.3K
|
1.02K
$87K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-145- 12.44% |
$20.3K - $24.3K
|
1.02K
$87K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-169- 1.41% |
$23.6K - $28.3K
|
11.8K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-180- 1.44% |
$25.2K - $30.1K
|
12.3K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-190- 2.08% |
$26.6K - $31.8K
|
8.94K
$762K
|