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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
364+ 1.7% |
$29.4K - $34.5K
|
21.8K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
360+ 12.24% |
$29.1K - $34.1K
|
3.3K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
351New |
$28.4K - $33.3K
|
351
$30.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
350+ 14.06% |
$28.3K - $33.2K
|
2.84K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
350+ 6.35% |
$28.3K - $33.2K
|
5.86K
$510K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
346+ 7.72% |
$28K - $32.8K
|
4.83K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
335+ 3.2% |
$27.1K - $31.7K
|
10.8K
$940K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
327New |
$26.4K - $31K
|
327
$28.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
325New |
$26.3K - $30.8K
|
325
$28.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
325+ 61.09% |
$26.3K - $30.8K
|
857
$74.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
312+ 3.06% |
$25.2K - $29.6K
|
10.5K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
308+ 8.53% |
$24.9K - $29.2K
|
3.92K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
303+ 42.98% |
$24.5K - $28.7K
|
1.01K
$87.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$26.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
300New |
$24.2K - $28.4K
|
300
$26.1K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
300+ 225.56% |
$24.2K - $28.4K
|
433
$37.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
292+ 9.53% |
$23.6K - $27.7K
|
3.36K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
289+ 39.05% |
$23.4K - $27.4K
|
1.03K
$89.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
270+ 0.47% |
$21.8K - $25.6K
|
57.7K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
261New |
$21.1K - $24.7K
|
261
$22.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
259+ 0.74% |
$20.9K - $24.5K
|
35.1K
$3.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
252+ 0.47% |
$20.4K - $23.9K
|
54K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
252+ 1.86% |
$20.4K - $23.9K
|
13.8K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
249+ 4.03% |
$20.1K - $23.6K
|
6.42K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
247+ 3.51% |
$20K - $23.4K
|
7.28K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
245+ 0.77% |
$19.8K - $23.2K
|
31.9K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
244+ 265.22% |
$19.7K - $23.1K
|
336
$29.3K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
230New |
$18.6K - $21.8K
|
230
$20K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
228New |
$18.4K - $21.6K
|
228
$19.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
226New |
$18.3K - $21.4K
|
226
$19.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 4.52% |
$18.3K - $21.4K
|
5.22K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 0.82% |
$17.9K - $21K
|
27.1K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
216New |
$17.5K - $20.5K
|
216
$18.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
215+ 43.52% |
$17.4K - $20.4K
|
709
$61.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214+ 4.24% |
$17.3K - $20.3K
|
5.26K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
212+ 3.78% |
$17.1K - $20.1K
|
5.82K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
210+ 1.55% |
$17K - $19.9K
|
13.8K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
205+ 4.51% |
$16.6K - $19.4K
|
4.75K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
205+ 5.86% |
$16.6K - $19.4K
|
3.7K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
202+ 7.14% |
$16.3K - $19.1K
|
3.03K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
200New |
$16.2K - $19K
|
200
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
200New |
$16.2K - $19K
|
200
$17.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
199+ 5.06% |
$16.1K - $18.9K
|
4.13K
$360K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
194+ 4.52% |
$15.7K - $18.4K
|
4.49K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
192+ 5.76% |
$15.5K - $18.2K
|
3.52K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
190+ 1.85% |
$15.4K - $18K
|
10.5K
$910K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
189+ 3.15% |
$15.3K - $17.9K
|
6.19K
$539K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
184+ 3.79% |
$14.9K - $17.4K
|
5.04K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
183+ 1.86% |
$14.8K - $17.3K
|
10K
$872K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
183+ 18.87% |
$14.8K - $17.3K
|
1.15K
$100K
|