Latest Institutional Purchases of Sempra Energy (SRE)
This list provides information on the latest institutional transactions involving Sempra Energy (SRE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
167+ 100.0% |
$11.3K - $25.4K
|
334
$27.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
152+ 100.0% |
$10.3K - $23.1K
|
304
$25K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
150New |
$10.2K - $22.8K
|
150
$12.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
147+ 100.0% |
$9.96K - $22.3K
|
294
$24.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
128New |
$8.67K - $19.4K
|
128
$10.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
127+ 100.0% |
$8.61K - $19.3K
|
254
$20.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
120+ 100.0% |
$8.13K - $18.2K
|
240
$19.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109+ 218.0% |
$7.39K - $16.6K
|
159
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100+ 65.79% |
$6.78K - $15.2K
|
252
$20.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
100+ 34.72% |
$6.78K - $15.2K
|
388
$31.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
99+ 100.0% |
$6.71K - $15K
|
198
$16.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
98+ 74.24% |
$6.64K - $14.9K
|
230
$18.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
91+ 100.0% |
$6.17K - $13.8K
|
182
$15K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77+ 101.32% |
$5.22K - $11.7K
|
153
$12.6K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
76+ 100.0% |
$5.15K - $11.5K
|
152
$12.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69+ 100.0% |
$4.68K - $10.5K
|
138
$11.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
53+ 100.0% |
$3.59K - $8.05K
|
106
$8.71K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 100.0% |
$3.39K - $7.6K
|
100
$8.22K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$3.39K - $7.6K
|
50
$4.11K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
33+ 100.0% |
$2.24K - $5.01K
|
66
$5.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
32+ 100.0% |
$2.17K - $4.86K
|
64
$5.26K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
32+ 34.04% |
$2.17K - $4.86K
|
126
$10.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
29+ 100.0% |
$1.97K - $4.41K
|
58
$4.77K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26New |
$1.76K - $3.95K
|
26
$2.14K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
26+ 100.0% |
$1.76K - $3.95K
|
52
$4.27K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 100.0% |
$1.69K - $3.8K
|
50
$4.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20+ 100.0% |
$1.36K - $3.04K
|
40
$3.29K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18New |
$1.22K - $2.74K
|
18
$1.48K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
18New |
$1.22K - $2.74K
|
18
$1.48K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$1.22K - $2.74K
|
18
$1.48K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
16New |
$1.08K - $2.43K
|
16
$1.32K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
9+ 100.0% |
$610 - $1.37K
|
18
$1.48K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$542 - $1.22K
|
8
$658
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7+ 100.0% |
$474 - $1.06K
|
14
$1.15K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 100.0% |
$203 - $456
|
6
$493
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 100.0% |
$136 - $304
|
4
$329
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
113KNew |
$16.2M - $17.9M
|
113K
$9.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
73K+ 2.56% |
$10.5M - $11.5M
|
2.92M
$240M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
56.7KNew |
$8.14M - $8.96M
|
56.7K
$4.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
37.7KNew |
$5.41M - $5.96M
|
37.7K
$3.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
28.9KNew |
$4.15M - $4.57M
|
28.9K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.7K+ 7.06% |
$3.12M - $3.43M
|
329K
$27.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.23KNew |
$1.18M - $1.3M
|
8.23K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.78KNew |
$1.12M - $1.23M
|
7.78K
$640K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.91KNew |
$991K - $1.09M
|
6.91K
$568K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.33KNew |
$908K - $999K
|
6.33K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.14KNew |
$881K - $970K
|
6.14K
$505K
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
5.29KNew |
$759K - $835K
|
5.29K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.7K+ 96.29% |
$388K - $427K
|
5.51K
$453K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.56KNew |
$367K - $404K
|
2.56K
$210K
|
|