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 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38- 1.28% |
$2.48K - $2.91K
|
2.93K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 2.01% |
$2.48K - $2.91K
|
1.85K
$156K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-39- 3.29% |
$2.55K - $2.98K
|
1.15K
$96.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-40- 1.32% |
$2.61K - $3.06K
|
2.99K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-41- 0.41% |
$2.68K - $3.14K
|
9.93K
$835K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-41- 0.92% |
$2.68K - $3.14K
|
4.42K
$371K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-43- 1.66% |
$2.81K - $3.29K
|
2.56K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-45- 2.18% |
$2.94K - $3.44K
|
2.02K
$170K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-51- 0.28% |
$3.33K - $3.9K
|
18.4K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-51- 1.35% |
$3.33K - $3.9K
|
3.73K
$313K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-57- 1.11% |
$3.72K - $4.36K
|
5.1K
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-59- 0.28% |
$3.85K - $4.51K
|
20.8K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-60- 2.0% |
$3.92K - $4.59K
|
2.94K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-61- 1.0% |
$3.98K - $4.67K
|
6.04K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-64- 0.15% |
$4.18K - $4.9K
|
43.8K
$3.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-70- 0.48% |
$4.57K - $5.35K
|
14.5K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-72- 30.0% |
$4.7K - $5.51K
|
168
$14.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-75- 39.27% |
$4.9K - $5.74K
|
116
$9.76K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-80- 10.96% |
$5.22K - $6.12K
|
650
$54.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-86- 0.41% |
$5.61K - $6.58K
|
20.9K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-87- 1.72% |
$5.68K - $6.65K
|
4.97K
$418K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-90- 1.72% |
$5.87K - $6.88K
|
5.13K
$431K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-91- 2.36% |
$5.94K - $6.96K
|
3.76K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-93- 0.07% |
$6.07K - $7.11K
|
130K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-97- 9.16% |
$6.33K - $7.42K
|
962
$80.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-97- 0.37% |
$6.33K - $7.42K
|
26.1K
$2.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-99- 1.5% |
$6.46K - $7.57K
|
6.5K
$547K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 33.33% |
$6.53K - $7.65K
|
200
$16.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-103- 1.32% |
$6.72K - $7.88K
|
7.67K
$645K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-120- 1.46% |
$7.83K - $9.18K
|
8.08K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-120- 12.37% |
$7.83K - $9.18K
|
850
$71.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-120- 1.09% |
$7.83K - $9.18K
|
10.9K
$912K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125- 0.58% |
$8.16K - $9.56K
|
21.5K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-125- 22.16% |
$8.16K - $9.56K
|
439
$36.9K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-125- 22.16% |
$8.16K - $9.56K
|
439
$36.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-127- 3.9% |
$8.29K - $9.71K
|
3.13K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-128- 3.79% |
$8.35K - $9.79K
|
3.25K
$273K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-128- 1.91% |
$8.35K - $9.79K
|
6.59K
$554K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-131- 0.23% |
$8.55K - $10K
|
57.9K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-132- 0.42% |
$8.62K - $10.1K
|
31.5K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-132- 14.54% |
$8.62K - $10.1K
|
776
$65.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-138- 3.1% |
$9.01K - $10.6K
|
4.31K
$362K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-139- 4.54% |
$9.07K - $10.6K
|
2.93K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-140- 2.17% |
$9.14K - $10.7K
|
6.31K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143- 2.5% |
$9.33K - $10.9K
|
5.57K
$469K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-143- 35.93% |
$9.33K - $10.9K
|
255
$21.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-144- 4.12% |
$9.4K - $11K
|
3.35K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-150- 4.84% |
$9.79K - $11.5K
|
2.95K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-154- 3.97% |
$10.1K - $11.8K
|
3.72K
$313K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-155- 1.63% |
$10.1K - $11.9K
|
9.33K
$785K
|