Purchases and Sales Made in Q4 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2023. 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 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75New |
$4.9K - $5.74K
|
75
$6.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
74+ 3.62% |
$4.83K - $5.66K
|
2.12K
$178K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
73+ 1.52% |
$4.76K - $5.58K
|
4.89K
$411K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 15.4% |
$4.63K - $5.43K
|
532
$44.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
70+ 51.85% |
$4.57K - $5.35K
|
205
$17.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
68New |
$4.44K - $5.2K
|
68
$5.72K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
68+ 12.19% |
$4.44K - $5.2K
|
626
$52.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 6.38% |
$4.44K - $5.2K
|
1.13K
$95.4K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
60+ 0.59% |
$3.92K - $4.59K
|
10.3K
$864K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.0% |
$3.85K - $4.51K
|
61.2M
$5.14B
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
57+ 0.29% |
$3.72K - $4.36K
|
19.9K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
54New |
$3.52K - $4.13K
|
54
$4.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
53+ 1.77% |
$3.46K - $4.05K
|
3.05K
$257K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
50New |
$3.26K - $3.82K
|
50
$4.21K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
50+ 1.26% |
$3.26K - $3.82K
|
4.03K
$339K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
49+ 0.82% |
$3.2K - $3.75K
|
6K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
48New |
$3.13K - $3.67K
|
48
$4.04K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
47+ 0.22% |
$3.07K - $3.6K
|
21.8K
$1.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
47+ 0.38% |
$3.07K - $3.6K
|
12.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
46New |
$3K - $3.52K
|
46
$3.87K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
43+ 0.49% |
$2.81K - $3.29K
|
8.78K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
41+ 2.54% |
$2.68K - $3.14K
|
1.66K
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40New |
$2.61K - $3.06K
|
40
$3.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
37New |
$2.41K - $2.83K
|
37
$3.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
36+ 0.43% |
$2.35K - $2.75K
|
8.44K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 0.84% |
$2.35K - $2.75K
|
4.3K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
35New |
$2.28K - $2.68K
|
35
$2.94K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35+ 5.48% |
$2.28K - $2.68K
|
674
$56.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
34+ 0.25% |
$2.22K - $2.6K
|
13.5K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
32+ 17.78% |
$2.09K - $2.45K
|
212
$17.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
30+ 136.36% |
$1.96K - $2.29K
|
52
$4.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30+ 6.47% |
$1.96K - $2.29K
|
494
$41.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.67% |
$1.89K - $2.22K
|
4.38K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
27+ 675.0% |
$1.76K - $2.07K
|
31
$2.61K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26New |
$1.7K - $1.99K
|
26
$2.19K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26New |
$1.7K - $1.99K
|
26
$2.19K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
26+ 0.59% |
$1.7K - $1.99K
|
4.43K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
26New |
$1.7K - $1.99K
|
26
$2.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25+ 33.33% |
$1.63K - $1.91K
|
100
$8.41K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
25+ 0.15% |
$1.63K - $1.91K
|
17.1K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24New |
$1.57K - $1.84K
|
24
$2.02K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
24+ 0.63% |
$1.57K - $1.84K
|
3.85K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
23+ 6.15% |
$1.5K - $1.76K
|
397
$33.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
22+ 0.0% |
$1.44K - $1.68K
|
1.49M
$126M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
21New |
$1.37K - $1.61K
|
21
$1.77K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
21+ 0.3% |
$1.37K - $1.61K
|
7.08K
$595K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 10.93% |
$1.31K - $1.53K
|
203
$17.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20New |
$1.31K - $1.53K
|
20
$1.68K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 34.62% |
$1.17K - $1.38K
|
70
$5.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 8.7% |
$1.04K - $1.22K
|
200
$16.8K
|