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 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.15K+ 108.83% |
$336K - $394K
|
9.89K
$913K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.13KNew |
$335K - $393K
|
5.13K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.03KNew |
$329K - $385K
|
5.03K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5KNew |
$326K - $382K
|
5K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.97K+ 16.26% |
$325K - $380K
|
35.5K
$3.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.96K+ 15.99% |
$324K - $379K
|
36K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.82K+ 17.76% |
$315K - $369K
|
32K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.81K+ 35.54% |
$314K - $368K
|
18.3K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
4.78KNew |
$312K - $365K
|
4.78K
$441K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.72KNew |
$308K - $361K
|
4.72K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.61KNew |
$301K - $352K
|
4.61K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.54KNew |
$296K - $347K
|
4.54K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.41KNew |
$288K - $337K
|
4.41K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
4.27KNew |
$278K - $326K
|
4.27K
$394K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
4.26KNew |
$278K - $326K
|
4.26K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.22K+ 6.38% |
$276K - $323K
|
70.4K
$6.5M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.22KNew |
$275K - $322K
|
4.22K
$389K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.2KNew |
$274K - $322K
|
4.2K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.19KNew |
$274K - $321K
|
4.19K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
4.18KNew |
$273K - $320K
|
4.18K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
4.17K+ 5.28% |
$272K - $319K
|
83.2K
$7.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
4.12KNew |
$269K - $315K
|
4.12K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.05KNew |
$264K - $310K
|
4.05K
$374K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4KNew |
$261K - $306K
|
4K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.95KNew |
$258K - $302K
|
3.95K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.9KNew |
$255K - $298K
|
3.9K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3.86K+ 386400.0% |
$252K - $296K
|
3.87K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.86KNew |
$252K - $295K
|
3.86K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.86KNew |
$252K - $295K
|
3.86K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.81K+ 5.57% |
$248K - $291K
|
72.1K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.8K+ 0.81% |
$248K - $290K
|
474K
$43.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.77KNew |
$246K - $288K
|
3.77K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.67K+ 19.14% |
$240K - $281K
|
22.9K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.55K+ 51.12% |
$232K - $272K
|
10.5K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.52KNew |
$229K - $269K
|
3.52K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.5KNew |
$228K - $268K
|
3.5K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.43K+ 10.64% |
$224K - $262K
|
35.7K
$3.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.38KNew |
$221K - $258K
|
3.38K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.33K+ 28.43% |
$218K - $255K
|
15.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.27KNew |
$213K - $250K
|
3.27K
$302K
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
3.26KNew |
$213K - $249K
|
3.26K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
3.25KNew |
$212K - $249K
|
3.25K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.16KNew |
$206K - $242K
|
3.16K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.16KNew |
$206K - $241K
|
3.16K
$291K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.1KNew |
$202K - $237K
|
3.1K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.06KNew |
$200K - $234K
|
3.06K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.06K+ 8.99% |
$200K - $234K
|
37.1K
$3.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.05K+ 38.46% |
$199K - $233K
|
11K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
3.03KNew |
$198K - $232K
|
3.03K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3KNew |
$196K - $229K
|
3K
$277K
|