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 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
217+ 3.48% |
$14.2K - $16.6K
|
6.45K
$600K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
213+ 0.3% |
$13.9K - $16.3K
|
71.7K
$6.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
209+ 0.19% |
$13.6K - $16K
|
110K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
201+ 0.7% |
$13.1K - $15.4K
|
28.9K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
200+ 4.35% |
$13.1K - $15.3K
|
4.8K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
184+ 2.94% |
$12K - $14.1K
|
6.44K
$600K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
173+ 2.84% |
$11.3K - $13.2K
|
6.26K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
173+ 13.06% |
$11.3K - $13.2K
|
1.5K
$139K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
161+ 2.46% |
$10.5K - $12.3K
|
6.71K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
161+ 5.36% |
$10.5K - $12.3K
|
3.16K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
157+ 17.82% |
$10.2K - $12K
|
1.04K
$96.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
156+ 93.98% |
$10.2K - $11.9K
|
322
$30K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
154+ 34.53% |
$10.1K - $11.8K
|
600
$55.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
152+ 3.7% |
$9.92K - $11.6K
|
4.26K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Presima Inc.
|
BUY
|
- |
150+ 2.78% |
$9.79K - $11.5K
|
5.55K
$517K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
150+ 0.81% |
$9.79K - $11.5K
|
18.6K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
147+ 0.39% |
$9.59K - $11.2K
|
38.2K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
146+ 7.55% |
$9.53K - $11.2K
|
2.08K
$194K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
140+ 1.39% |
$9.14K - $10.7K
|
10.2K
$948K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
134+ 4.47% |
$8.75K - $10.2K
|
3.13K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
125+ 2.76% |
$8.16K - $9.56K
|
4.66K
$434K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
124+ 3.2% |
$8.09K - $9.48K
|
4K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120New |
$7.83K - $9.18K
|
120
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
120+ 109.09% |
$7.83K - $9.18K
|
230
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
119+ 2.11% |
$7.77K - $9.1K
|
5.76K
$536K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
118New |
$7.7K - $9.03K
|
118
$11K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
105+ 2.03% |
$6.85K - $8.03K
|
5.28K
$492K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102+ 2.02% |
$6.66K - $7.8K
|
5.16K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
100New |
$6.53K - $7.65K
|
100
$9.31K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
98New |
$6.4K - $7.5K
|
98
$9.13K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
96New |
$6.27K - $7.34K
|
96
$8.94K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
95New |
$6.2K - $7.27K
|
95
$8.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
92+ 1533.33% |
$6K - $7.04K
|
98
$9.13K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
92+ 0.85% |
$6K - $7.04K
|
10.9K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
92+ 85.19% |
$6K - $7.04K
|
200
$18.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
89+ 37.71% |
$5.81K - $6.81K
|
325
$30.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
87+ 140.32% |
$5.68K - $6.65K
|
149
$13.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
81+ 101.25% |
$5.29K - $6.2K
|
161
$15K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
80New |
$5.22K - $6.12K
|
80
$7.45K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
80+ 200.0% |
$5.22K - $6.12K
|
120
$11.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80+ 39.6% |
$5.22K - $6.12K
|
282
$26.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
80+ 2.08% |
$5.22K - $6.12K
|
3.93K
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
79New |
$5.16K - $6.04K
|
79
$7.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
78New |
$5.09K - $5.97K
|
78
$7.26K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
76New |
$4.96K - $5.81K
|
76
$7.08K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
76New |
$4.96K - $5.81K
|
76
$7.08K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75New |
$4.9K - $5.74K
|
75
$6.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
74+ 3.62% |
$4.83K - $5.66K
|
2.12K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
73+ 1.52% |
$4.76K - $5.58K
|
4.89K
$455K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 15.4% |
$4.63K - $5.43K
|
532
$49.5K
|