Purchases and Sales Made in Q4 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
234New |
$18.9K - $22.2K
|
234
$21.6K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
230New |
$18.6K - $21.8K
|
230
$21.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
228New |
$18.4K - $21.6K
|
228
$21K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 4.52% |
$18.3K - $21.4K
|
5.22K
$482K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
226New |
$18.3K - $21.4K
|
226
$20.9K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 0.82% |
$17.9K - $21K
|
27.1K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
216New |
$17.5K - $20.5K
|
216
$19.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
215+ 43.52% |
$17.4K - $20.4K
|
709
$65.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214+ 4.24% |
$17.3K - $20.3K
|
5.26K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
212+ 3.78% |
$17.1K - $20.1K
|
5.82K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
210+ 1.55% |
$17K - $19.9K
|
13.8K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
205+ 5.86% |
$16.6K - $19.4K
|
3.7K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
205+ 4.51% |
$16.6K - $19.4K
|
4.75K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
202+ 7.14% |
$16.3K - $19.1K
|
3.03K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$16.2K - $19K
|
200
$18.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
200New |
$16.2K - $19K
|
200
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
199+ 5.06% |
$16.1K - $18.9K
|
4.13K
$381K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
194+ 4.52% |
$15.7K - $18.4K
|
4.49K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
192+ 5.76% |
$15.5K - $18.2K
|
3.52K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
190+ 1.85% |
$15.4K - $18K
|
10.5K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
189+ 3.15% |
$15.3K - $17.9K
|
6.19K
$571K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
184+ 3.79% |
$14.9K - $17.4K
|
5.04K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
183+ 18.87% |
$14.8K - $17.3K
|
1.15K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
183+ 1.86% |
$14.8K - $17.3K
|
10K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
181New |
$14.6K - $17.2K
|
181
$16.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
180New |
$14.5K - $17.1K
|
180
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
179+ 3.79% |
$14.5K - $17K
|
4.9K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
175+ 3.58% |
$14.1K - $16.6K
|
5.07K
$468K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
171New |
$13.8K - $16.2K
|
171
$15.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
165+ 1.19% |
$13.3K - $15.6K
|
14.1K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
165+ 6.89% |
$13.3K - $15.6K
|
2.56K
$236K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
161+ 17.79% |
$13K - $15.3K
|
1.07K
$98.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 5.21% |
$12.8K - $15.1K
|
3.21K
$296K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
155+ 2.38% |
$12.5K - $14.7K
|
6.68K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
152+ 11.58% |
$12.3K - $14.4K
|
1.47K
$135K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
148+ 148.0% |
$12K - $14K
|
248
$22.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
148+ 120.33% |
$12K - $14K
|
271
$25K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
147+ 2.02% |
$11.9K - $13.9K
|
7.42K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
142+ 2.74% |
$11.5K - $13.5K
|
5.32K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
132+ 0.25% |
$10.7K - $12.5K
|
52.5K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
131New |
$10.6K - $12.4K
|
131
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
126+ 5.01% |
$10.2K - $11.9K
|
2.64K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
125+ 5.08% |
$10.1K - $11.8K
|
2.59K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
125+ 2.06% |
$10.1K - $11.8K
|
6.2K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
124+ 5.42% |
$10K - $11.8K
|
2.41K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 1.54% |
$10K - $11.8K
|
8.19K
$756K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$9.7K - $11.4K
|
120
$11.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
118+ 0.07% |
$9.54K - $11.2K
|
182K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
114+ 2.66% |
$9.21K - $10.8K
|
4.4K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
114New |
$9.21K - $10.8K
|
114
$10.5K
|