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 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.39KNew |
$195K - $233K
|
1.39K
$96.8K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.39KNew |
$194K - $232K
|
1.39K
$96.5K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.37KNew |
$191K - $229K
|
1.37K
$95.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.36KNew |
$190K - $228K
|
1.36K
$94.5K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.36K+ 15.24% |
$190K - $227K
|
10.3K
$713K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.34KNew |
$188K - $224K
|
1.34K
$93.2K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.34KNew |
$187K - $224K
|
1.34K
$93K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$186K - $222K
|
1.33K
$92.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.32KNew |
$185K - $221K
|
1.32K
$92K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.32KNew |
$184K - $221K
|
1.32K
$91.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.32KNew |
$184K - $220K
|
1.32K
$91.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.31K+ 45.35% |
$183K - $219K
|
4.19K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
1.31KNew |
$182K - $218K
|
1.31K
$90.7K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.27K+ 0.34% |
$177K - $212K
|
377K
$26.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.26K+ 0.95% |
$176K - $211K
|
134K
$9.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.26KNew |
$176K - $211K
|
1.26K
$87.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.23K+ 2.63% |
$172K - $206K
|
48.1K
$3.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.2K+ 1.01% |
$168K - $201K
|
121K
$8.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 11.83% |
$167K - $200K
|
11.3K
$785K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15K+ 2.76% |
$161K - $193K
|
43K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.14K+ 6.6% |
$159K - $191K
|
18.4K
$1.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.13K+ 4.79% |
$158K - $189K
|
24.7K
$1.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.13KNew |
$158K - $189K
|
1.13K
$78.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.11K+ 4.75% |
$156K - $186K
|
24.6K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
1.1K+ 2.36% |
$154K - $184K
|
47.7K
$3.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.09KNew |
$152K - $183K
|
1.09K
$75.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.06KNew |
$149K - $178K
|
1.06K
$73.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.06K+ 5.65% |
$148K - $177K
|
19.8K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.05K+ 16.27% |
$147K - $176K
|
7.53K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 7.73% |
$143K - $171K
|
14.3K
$991K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.02K+ 11.69% |
$143K - $171K
|
9.76K
$678K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
992+ 34.53% |
$139K - $166K
|
3.87K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
984+ 58.22% |
$138K - $165K
|
2.67K
$186K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
974+ 1.2% |
$136K - $163K
|
82.1K
$5.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
954+ 5.0% |
$133K - $160K
|
20K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
941+ 42.5% |
$131K - $157K
|
3.16K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
925New |
$129K - $155K
|
925
$64.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
908New |
$127K - $152K
|
908
$63.1K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
902+ 26.47% |
$126K - $151K
|
4.31K
$299K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
884+ 8.14% |
$124K - $148K
|
11.7K
$816K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
872+ 11.95% |
$122K - $146K
|
8.17K
$567K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
871New |
$122K - $146K
|
871
$60.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
865+ 0.9% |
$121K - $145K
|
96.8K
$6.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
864+ 4.38% |
$121K - $145K
|
20.6K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
839+ 69.34% |
$117K - $140K
|
2.05K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
831+ 42.38% |
$116K - $139K
|
2.79K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
827+ 7.68% |
$116K - $138K
|
11.6K
$806K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
821+ 0.86% |
$115K - $137K
|
96.6K
$6.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
821+ 0.86% |
$115K - $137K
|
96.6K
$6.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
819+ 24.76% |
$114K - $137K
|
4.13K
$287K
|