Latest Institutional Transactions on Sempra Energy (SRE)
This table provides information on the latest institutional transactions involving Sempra Energy (SRE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
25+ 0.46% |
$1.7K - $2.19K
|
5.45K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-89K- 12.02% |
$6.04M - $7.8M
|
652K
$45.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-343K- 96.23% |
$23.2M - $30M
|
13.4K
$937K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-389- 6.81% |
$26.4K - $34.1K
|
5.32K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.4K+ 8.4% |
$911K - $1.18M
|
173K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.88K+ 8087.5% |
$263K - $340K
|
3.93K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 7.13% |
$5.16K - $6.66K
|
1.14K
$79.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
774New |
$52.5K - $67.9K
|
774
$54K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
14.2KNew |
$963K - $1.24M
|
14.2K
$990K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
108+ 5400.0% |
$7.33K - $9.47K
|
110
$7.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-48- 0.28% |
$3.26K - $4.21K
|
17.2K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
246K+ 1283.74% |
$16.7M - $21.6M
|
265K
$18.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 16.23% |
$77.1K - $99.7K
|
5.87K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
530New |
$36K - $46.5K
|
530
$37K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
64.1K+ 22.93% |
$4.35M - $5.62M
|
344K
$24M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.26K- 24.15% |
$85.8K - $111K
|
3.97K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 16.73% |
$61.1K - $78.9K
|
4.48K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 11.11% |
$204 - $263
|
24
$1.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.67K+ 461.96% |
$588K - $760K
|
10.5K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-677- 16.79% |
$45.9K - $59.4K
|
3.36K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
492+ 5.86% |
$33.4K - $43.1K
|
8.88K
$619K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.55% |
$67.9 - $87.7
|
182
$12.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-30K- 60.79% |
$2.04M - $2.63M
|
19.4K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-280- 26.19% |
$19K - $24.5K
|
789
$55K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-1.11K- 36.13% |
$75.4K - $97.4K
|
1.96K
$137K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 3.21% |
$12.1K - $15.6K
|
5.72K
$399K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
201+ 2.45% |
$13.6K - $17.6K
|
8.41K
$587K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-13.6K- 99.9% |
$926K - $1.2M
|
13
$906
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-97- 18.62% |
$6.58K - $8.5K
|
424
$29.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$67.9 - $87.7
|
1
$69.7
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.61K- 3.77% |
$109K - $141K
|
41K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.63K+ 11.57% |
$111K - $143K
|
15.7K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.07K+ 39.61% |
$72.5K - $93.6K
|
3.76K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-419- 8.08% |
$28.4K - $36.7K
|
4.76K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 9.35% |
$679 - $877
|
97
$6.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-800- 13.11% |
$54.3K - $70.1K
|
5.3K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
530+ 3.96% |
$36K - $46.5K
|
13.9K
$970K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 0.08% |
$407 - $526
|
7.59K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-303- 60.84% |
$20.6K - $26.6K
|
195
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-407- 2.12% |
$27.6K - $35.7K
|
18.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
5K+ 9.75% |
$339K - $438K
|
56.3K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 0.75% |
$339 - $438
|
671
$46.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-16.1K- 11.68% |
$1.09M - $1.41M
|
121K
$8.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
156+ 5.1% |
$10.6K - $13.7K
|
3.21K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
93+ 320.69% |
$6.31K - $8.15K
|
122
$8.51K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
142New |
$9.63K - $12.4K
|
142
$9.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.38KNew |
$365K - $472K
|
5.38K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 65.06% |
$139K - $179K
|
5.19K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-295- 2.81% |
$20K - $25.9K
|
10.2K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
26.7KNew |
$1.81M - $2.34M
|
26.7K
$1.86M
|