Latest Institutional Sells of Sempra Energy (SRE)
This list provides information on the latest institutional transactions involving Sempra Energy (SRE) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-786Closed |
$90K - $106K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-462Closed |
$52.9K - $62.2K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-101Closed |
$11.6K - $13.6K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$11.5K - $13.5K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-52Closed |
$5.95K - $7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-25Closed |
$2.86K - $3.37K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-110KClosed |
$11.4M - $14.8M
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Eos Focused Equity Management, L.P.
|
SELL
|
- |
-39.8KClosed |
$4.13M - $5.37M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-18.5KClosed |
$1.92M - $2.49M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-8.2KClosed |
$850K - $1.11M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-8.2KClosed |
$850K - $1.11M
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.22KClosed |
$645K - $839K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-3.6KClosed |
$373K - $485K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-3.1KClosed |
$322K - $418K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$290K - $377K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.05KClosed |
$213K - $277K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-719- 20.5% |
$74.6K - $96.9K
|
2.79K
$229K
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-531Closed |
$55.1K - $71.6K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-500- 16.67% |
$51.9K - $67.4K
|
2.5K
$205K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-150Closed |
$15.6K - $20.2K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-47Closed |
$4.87K - $6.34K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-31Closed |
$3.22K - $4.18K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-314KClosed |
$27.9M - $50.7M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-76KClosed |
$6.73M - $12.2M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Chase Investment Counsel Corp
|
SELL
|
- |
-23.6KClosed |
$2.09M - $3.81M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13.6KClosed |
$1.2M - $2.18M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-10.3KClosed |
$911K - $1.66M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Viking Fund Management LLC
|
SELL
|
- |
-10KClosed |
$886K - $1.61M
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Churchill Management Corp
|
SELL
|
- |
-7.36KClosed |
$653K - $1.19M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.56KClosed |
$404K - $734K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-4.2K- 31.82% |
$372K - $677K
|
9K
$738K
|
|
Apr 21, 2020
Q1 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-2.2KClosed |
$195K - $354K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.17KClosed |
$192K - $349K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-1.91KClosed |
$169K - $308K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.7KClosed |
$151K - $274K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.66KClosed |
$147K - $267K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.39KClosed |
$123K - $223K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.35KClosed |
$120K - $218K
|
0
$0
|
|
Jun 04, 2020
Q1 2020
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.34KClosed |
$119K - $217K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-920Closed |
$81.5K - $148K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-446Closed |
$39.5K - $71.9K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-397Closed |
$35.2K - $64K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-56Closed |
$4.96K - $9.02K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$3.3M - $3.56M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-211Closed |
$29.8K - $32.1K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50Closed |
$7.06K - $7.6K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20Closed |
$2.82K - $3.04K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-12Closed |
$1.69K - $1.82K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-555KClosed |
$73.4M - $82M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-130KClosed |
$17.2M - $19.2M
|
0
$0
|