Purchases and Sales Made in Q1 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2023. 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 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.09K+ 11.85% |
$571K - $662K
|
38.6K
$3.36M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.02KNew |
$562K - $652K
|
4.02K
$350K
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
4.02K+ 0.16% |
$561K - $651K
|
2.53M
$220M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.72K+ 15.15% |
$520K - $603K
|
28.3K
$2.46M
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.69K+ 16.21% |
$516K - $598K
|
26.5K
$2.31M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3.66KNew |
$511K - $593K
|
3.66K
$319K
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.25K+ 34.81% |
$454K - $527K
|
12.6K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.21K+ 15.33% |
$449K - $521K
|
24.2K
$2.11M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.19KNew |
$446K - $518K
|
3.19K
$278K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.15K+ 143.72% |
$440K - $510K
|
5.34K
$465K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.14K+ 53.83% |
$439K - $509K
|
8.98K
$782K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.01K+ 43.97% |
$421K - $488K
|
9.87K
$860K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.01K+ 86.38% |
$421K - $488K
|
6.5K
$566K
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.9KNew |
$406K - $470K
|
2.9K
$253K
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.89K+ 1.73% |
$404K - $468K
|
170K
$14.8M
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.87KNew |
$401K - $465K
|
2.87K
$250K
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
2.79KNew |
$390K - $452K
|
2.79K
$243K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.69K+ 6.3% |
$375K - $435K
|
45.3K
$3.95M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.65K+ 12.67% |
$370K - $429K
|
23.6K
$2.05M
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.6K+ 12.68% |
$363K - $421K
|
23.1K
$2.01M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.59K+ 53.73% |
$362K - $420K
|
7.42K
$646K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.54K+ 12.55% |
$354K - $411K
|
22.8K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$346K - $402K
|
2.48K
$216K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.43KNew |
$340K - $394K
|
2.43K
$212K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.43KNew |
$340K - $394K
|
2.43K
$212K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.43KNew |
$340K - $394K
|
2.43K
$212K
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.42K+ 11.76% |
$338K - $392K
|
23K
$2.01M
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$333K - $386K
|
2.38K
$208K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.38KNew |
$332K - $385K
|
2.38K
$207K
|
|
May 15, 2023
Q1 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.38KNew |
$332K - $385K
|
2.38K
$207K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.28K+ 33.9% |
$318K - $369K
|
9.01K
$784K
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.25KNew |
$314K - $365K
|
2.25K
$196K
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.21K+ 12.43% |
$309K - $358K
|
20K
$1.74M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.12KNew |
$296K - $344K
|
2.12K
$185K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.07K+ 3.58% |
$289K - $335K
|
59.8K
$5.21M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.06KNew |
$287K - $333K
|
2.06K
$179K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.04KNew |
$285K - $331K
|
2.04K
$178K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.01K+ 31.53% |
$281K - $326K
|
8.4K
$732K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2K+ 15.32% |
$280K - $325K
|
15.1K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2K+ 1.66% |
$280K - $324K
|
122K
$10.7M
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2KNew |
$279K - $324K
|
2K
$174K
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
1.96K+ 1.91% |
$273K - $317K
|
105K
$9.11M
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
1.93KNew |
$269K - $312K
|
1.93K
$168K
|
|
May 16, 2023
Q1 2023
|
Check Capital Management Inc
|
BUY
|
- |
1.9KNew |
$265K - $308K
|
1.9K
$165K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.87K+ 7.56% |
$261K - $303K
|
26.6K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.86KNew |
$260K - $302K
|
1.86K
$162K
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.83KNew |
$255K - $296K
|
1.83K
$159K
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.83KNew |
$255K - $296K
|
1.83K
$159K
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
1.77K+ 31.7% |
$247K - $286K
|
7.33K
$639K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.76KNew |
$245K - $285K
|
1.76K
$153K
|