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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.33KNew |
$335K - $368K
|
2.33K
$191K
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.72KNew |
$247K - $272K
|
1.72K
$141K
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.64KNew |
$236K - $259K
|
1.64K
$135K
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
499+ 12.41% |
$71.6K - $78.8K
|
4.52K
$370K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
315New |
$45.2K - $49.8K
|
315
$25.8K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
211New |
$30.3K - $33.3K
|
211
$17.3K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
123+ 3.04% |
$17.7K - $19.4K
|
4.17K
$342K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
95+ 4.72% |
$13.6K - $15K
|
2.11K
$173K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
88+ 4.28% |
$12.6K - $13.9K
|
2.15K
$176K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
70New |
$10K - $11.1K
|
70
$5.74K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
47+ 0.58% |
$6.75K - $7.43K
|
8.2K
$672K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
15New |
$2.15K - $2.37K
|
15
$1.23K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$1.44K - $1.58K
|
10
$820
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 21.05% |
$1.15K - $1.26K
|
46
$3.77K
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$144 - $158
|
1
$82
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$144 - $158
|
615
$50.4K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
78.9K+ 14.76% |
$11M - $12.8M
|
614K
$50.3M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.66KNew |
$511K - $593K
|
3.66K
$300K
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.79KNew |
$390K - $452K
|
2.79K
$229K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$346K - $402K
|
2.48K
$203K
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.83KNew |
$255K - $296K
|
1.83K
$150K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.76KNew |
$245K - $285K
|
1.76K
$144K
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.51K+ 1.56% |
$210K - $244K
|
98.1K
$8.04M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.36KNew |
$190K - $221K
|
1.36K
$112K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.34KNew |
$186K - $216K
|
1.34K
$109K
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
900New |
$126K - $146K
|
900
$73.8K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
543New |
$75.9K - $88K
|
543
$44.5K
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
498+ 22.87% |
$69.6K - $80.7K
|
2.68K
$219K
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
473+ 23.5% |
$66.1K - $76.6K
|
2.49K
$204K
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
462+ 3.47% |
$64.5K - $74.9K
|
13.8K
$1.13M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
318+ 16.81% |
$44.4K - $51.5K
|
2.21K
$181K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
49New |
$6.84K - $7.94K
|
49
$4.02K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
30+ 2.24% |
$4.19K - $4.86K
|
1.37K
$112K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$2.93K - $3.4K
|
21
$1.72K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14New |
$1.96K - $2.27K
|
14
$1.15K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$1.68K - $1.94K
|
12
$984
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$838 - $972
|
6
$492
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$140 - $162
|
1
$82
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.86MNew |
$400M - $478M
|
2.86M
$234M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
114K+ 11.24% |
$15.9M - $19M
|
1.12M
$92.2M
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
105KNew |
$14.6M - $17.5M
|
105K
$8.59M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
22.6KNew |
$3.15M - $3.77M
|
22.6K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.74K+ 2.23% |
$1.36M - $1.63M
|
447K
$36.6M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.52KNew |
$1.33M - $1.59M
|
9.52K
$780K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.89KNew |
$963K - $1.15M
|
6.89K
$565K
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.86KNew |
$819K - $980K
|
5.86K
$480K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.21KNew |
$727K - $871K
|
5.21K
$427K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.81KNew |
$393K - $471K
|
2.81K
$231K
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.62KNew |
$367K - $439K
|
2.62K
$215K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.37KNew |
$331K - $396K
|
2.37K
$194K
|