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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
117+ 4.6% |
$15.4K - $19.7K
|
2.66K
$232K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
117+ 13.27% |
$15.4K - $19.7K
|
999
$87K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
112New |
$14.7K - $18.8K
|
112
$9.76K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
110+ 4.9% |
$14.5K - $18.5K
|
2.35K
$205K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
107+ 2.99% |
$14.1K - $18K
|
3.69K
$321K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
103+ 9.6% |
$13.6K - $17.3K
|
1.18K
$102K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
99+ 0.48% |
$13K - $16.6K
|
20.7K
$1.81M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
94+ 284.85% |
$12.4K - $15.8K
|
127
$11.1K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
92New |
$12.1K - $15.5K
|
92
$8.01K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
90+ 4.73% |
$11.8K - $15.1K
|
1.99K
$174K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
85+ 3.38% |
$11.2K - $14.3K
|
2.6K
$227K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
81+ 8.97% |
$10.7K - $13.6K
|
984
$85.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
80+ 0.97% |
$10.5K - $13.4K
|
8.29K
$722K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
76+ 760.0% |
$10K - $12.8K
|
86
$7.49K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
75+ 35.21% |
$9.87K - $12.6K
|
288
$25.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
73New |
$9.61K - $12.3K
|
73
$6.36K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
70+ 0.83% |
$9.22K - $11.8K
|
8.49K
$740K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
68New |
$8.95K - $11.4K
|
68
$5.92K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
67+ 0.86% |
$8.82K - $11.3K
|
7.9K
$688K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65+ 3.48% |
$8.56K - $10.9K
|
1.93K
$168K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
63+ 2.5% |
$8.29K - $10.6K
|
2.59K
$225K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
61+ 1.48% |
$8.03K - $10.3K
|
4.17K
$363K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
57+ 2.27% |
$7.5K - $9.58K
|
2.57K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
53+ 0.55% |
$6.98K - $8.91K
|
9.66K
$841K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
53+ 3.29% |
$6.98K - $8.91K
|
1.67K
$145K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
51+ 2.18% |
$6.71K - $8.57K
|
2.4K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
51+ 2.28% |
$6.71K - $8.57K
|
2.28K
$199K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 8.81% |
$6.45K - $8.24K
|
605
$52.7K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
49New |
$6.45K - $8.24K
|
49
$4.27K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
48New |
$6.32K - $8.07K
|
48
$4.18K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
48+ 2.63% |
$6.32K - $8.07K
|
1.88K
$163K
|
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
48+ 1.35% |
$6.32K - $8.07K
|
3.61K
$314K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 1.58% |
$6.19K - $7.9K
|
3.02K
$263K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 10.62% |
$6.06K - $7.73K
|
479
$41.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
45New |
$5.92K - $7.57K
|
45
$3.92K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
42+ 0.82% |
$5.53K - $7.06K
|
5.19K
$452K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
39+ 18.06% |
$5.13K - $6.56K
|
255
$22.2K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 11.59% |
$5K - $6.39K
|
366
$31.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
35+ 1.08% |
$4.61K - $5.88K
|
3.27K
$285K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
35+ 1.13% |
$4.61K - $5.88K
|
3.14K
$273K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
35+ 0.13% |
$4.61K - $5.88K
|
26.7K
$2.32M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
35+ 0.13% |
$4.61K - $5.88K
|
26.7K
$2.32M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
34+ 0.21% |
$4.48K - $5.72K
|
15.9K
$1.38M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
34+ 1.5% |
$4.48K - $5.72K
|
2.3K
$200K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
32+ 1.27% |
$4.21K - $5.38K
|
2.55K
$222K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
31+ 11.19% |
$4.08K - $5.21K
|
308
$26.8K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
30+ 1.0% |
$3.95K - $5.04K
|
3.02K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
30+ 23.44% |
$3.95K - $5.04K
|
158
$13.8K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
29+ 1.18% |
$3.82K - $4.88K
|
2.5K
$217K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
27+ 10.8% |
$3.55K - $4.54K
|
277
$24.1K
|