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 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
2.21K+ 14.69% |
$309K - $370K
|
17.3K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 37.63% |
$303K - $363K
|
7.93K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.17KNew |
$303K - $363K
|
2.17K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.1K+ 10.39% |
$293K - $351K
|
22.3K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.08KNew |
$291K - $348K
|
2.08K
$181K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.07K+ 15.93% |
$290K - $347K
|
15.1K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.02K+ 14.3% |
$283K - $338K
|
16.2K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.99KNew |
$278K - $333K
|
1.99K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.96KNew |
$274K - $329K
|
1.96K
$170K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
1.93K+ 43.84% |
$269K - $322K
|
6.32K
$548K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.9KNew |
$265K - $318K
|
1.9K
$165K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.87KNew |
$261K - $313K
|
1.87K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.85K+ 22.36% |
$258K - $309K
|
10.1K
$877K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.84KNew |
$257K - $307K
|
1.84K
$159K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
1.8KNew |
$251K - $300K
|
1.8K
$156K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.79K+ 0.97% |
$250K - $299K
|
186K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.79K+ 55.02% |
$249K - $299K
|
5.03K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.78KNew |
$249K - $298K
|
1.78K
$155K
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.75KNew |
$245K - $293K
|
1.75K
$152K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$241K - $289K
|
1.73K
$150K
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.7KNew |
$237K - $284K
|
1.7K
$147K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.7KNew |
$237K - $284K
|
1.7K
$147K
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.66KNew |
$232K - $278K
|
1.66K
$144K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.65K+ 10.73% |
$231K - $276K
|
17K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$230K - $276K
|
1.65K
$143K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.64K+ 0.53% |
$229K - $274K
|
308K
$26.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.63KNew |
$228K - $273K
|
1.63K
$142K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.63KNew |
$228K - $273K
|
1.63K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.61KNew |
$225K - $269K
|
1.61K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.6K+ 24.67% |
$223K - $267K
|
8.08K
$701K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.58K+ 31.11% |
$221K - $264K
|
6.66K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.57K+ 1.76% |
$220K - $263K
|
91K
$7.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.53KNew |
$213K - $255K
|
1.53K
$132K
|
|
|
Feb 15, 2023
Q4 2022
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.52KNew |
$212K - $254K
|
1.52K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.52K+ 102.15% |
$212K - $254K
|
3K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.51KNew |
$212K - $253K
|
1.51K
$131K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.5K+ 25.83% |
$209K - $250K
|
7.29K
$633K
|
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
BUY
|
- |
1.48KNew |
$207K - $248K
|
1.48K
$129K
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.48KNew |
$206K - $247K
|
1.48K
$128K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.47K+ 1.79% |
$205K - $246K
|
83.6K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.46KNew |
$205K - $245K
|
1.46K
$127K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$204K - $244K
|
1.46K
$127K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.46KNew |
$203K - $243K
|
1.46K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.45KNew |
$202K - $242K
|
1.45K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.44K+ 2.9% |
$202K - $241K
|
51.1K
$4.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.43KNew |
$200K - $240K
|
1.43K
$124K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.43KNew |
$200K - $240K
|
1.43K
$124K
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.43KNew |
$200K - $240K
|
1.43K
$124K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.4KNew |
$196K - $235K
|
1.4K
$122K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.39KNew |
$195K - $233K
|
1.39K
$121K
|