Purchases and Sales Made in Q1 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.49K+ 115.77% |
$460K - $587K
|
6.51K
$567K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.3KNew |
$434K - $554K
|
3.3K
$287K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.13K+ 3.49% |
$413K - $527K
|
93K
$8.1M
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
3.03K+ 60.26% |
$398K - $509K
|
8.05K
$701K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3K+ 54.36% |
$395K - $504K
|
8.52K
$742K
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.98KNew |
$393K - $501K
|
2.98K
$260K
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
2.88K+ 84.24% |
$379K - $485K
|
6.3K
$549K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.81K+ 151.37% |
$370K - $472K
|
4.66K
$406K
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.8KNew |
$369K - $471K
|
2.8K
$244K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.77K+ 17.5% |
$365K - $466K
|
18.6K
$1.62M
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.76KNew |
$363K - $464K
|
2.76K
$240K
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$356K - $454K
|
2.7K
$235K
|
|
May 13, 2022
Q1 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.7KNew |
$355K - $453K
|
2.7K
$235K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.7K+ 47.44% |
$355K - $453K
|
8.38K
$730K
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
BUY
|
- |
2.67K+ 1.68% |
$352K - $449K
|
162K
$14.1M
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 3.61% |
$349K - $445K
|
76K
$6.62M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.62KNew |
$345K - $440K
|
2.62K
$228K
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.59KNew |
$341K - $436K
|
2.59K
$226K
|
|
Apr 21, 2022
Q1 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
2.58K+ 3.69% |
$339K - $433K
|
72.3K
$6.3M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
2.53K+ 2.49% |
$333K - $426K
|
104K
$9.07M
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.53KNew |
$332K - $425K
|
2.53K
$220K
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
2.5KNew |
$329K - $420K
|
2.5K
$218K
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$327K - $418K
|
2.49K
$216K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.48K+ 3.2% |
$327K - $417K
|
80K
$6.96M
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.42KNew |
$318K - $406K
|
2.42K
$210K
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 282.33% |
$313K - $400K
|
3.22K
$281K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.36K+ 80.53% |
$310K - $396K
|
5.28K
$460K
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.34K+ 54.09% |
$308K - $393K
|
6.66K
$580K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.33K+ 138.38% |
$307K - $392K
|
4.01K
$349K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.32KNew |
$306K - $391K
|
2.32K
$202K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.32KNew |
$305K - $390K
|
2.32K
$202K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.3K+ 0.56% |
$303K - $387K
|
416K
$36.2M
|
|
May 13, 2022
Q1 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.3KNew |
$303K - $387K
|
2.3K
$201K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 9.57% |
$303K - $387K
|
26.3K
$2.29M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.3K+ 19.4% |
$302K - $386K
|
14.1K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.29K+ 8.35% |
$302K - $386K
|
29.8K
$2.59M
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
2.26K+ 81.16% |
$298K - $380K
|
5.05K
$440K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.19K+ 12.5% |
$288K - $368K
|
19.7K
$1.72M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.16K+ 86.91% |
$284K - $363K
|
4.64K
$404K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.14KNew |
$281K - $359K
|
2.14K
$186K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.1KNew |
$276K - $352K
|
2.1K
$183K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.09K+ 54.94% |
$275K - $351K
|
5.89K
$513K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.08K+ 19.23% |
$274K - $350K
|
12.9K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2KNew |
$263K - $336K
|
2K
$174K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.96K+ 22.94% |
$257K - $329K
|
10.5K
$913K
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
1.92K+ 106.84% |
$253K - $323K
|
3.72K
$324K
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.92K+ 49.6% |
$253K - $322K
|
5.79K
$504K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.91K+ 39.3% |
$252K - $322K
|
6.78K
$591K
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.8K+ 14.81% |
$237K - $303K
|
14K
$1.22M
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.79K+ 26.08% |
$235K - $301K
|
8.64K
$753K
|