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 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.75K+ 2.14% |
$245K - $284K
|
83.6K
$7.29M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.74K+ 22.23% |
$244K - $283K
|
9.59K
$835K
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.73K+ 42.59% |
$242K - $281K
|
5.8K
$505K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.72KNew |
$241K - $279K
|
1.72K
$150K
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.7KNew |
$238K - $276K
|
1.7K
$148K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.69K+ 4.63% |
$236K - $274K
|
38.2K
$3.33M
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 2.55% |
$235K - $272K
|
67.7K
$5.9M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 28.78% |
$233K - $271K
|
7.48K
$651K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.65KNew |
$231K - $268K
|
1.65K
$144K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.65K+ 59.78% |
$230K - $267K
|
4.41K
$384K
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
1.64KNew |
$229K - $266K
|
1.64K
$143K
|
|
May 05, 2023
Q1 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
1.62K+ 1.34% |
$226K - $262K
|
122K
$10.6M
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.6KNew |
$224K - $259K
|
1.6K
$139K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 14.43% |
$219K - $255K
|
12.5K
$1.09M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55KNew |
$216K - $251K
|
1.55K
$135K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.54K+ 27.65% |
$216K - $250K
|
7.12K
$620K
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.52K+ 2.11% |
$213K - $247K
|
73.8K
$6.43M
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.51K+ 1.56% |
$210K - $244K
|
98.1K
$8.55M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.51K+ 1.56% |
$210K - $244K
|
98.1K
$8.55M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.47KNew |
$205K - $237K
|
1.47K
$128K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.46K+ 4.89% |
$204K - $237K
|
31.3K
$2.73M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.42KNew |
$198K - $230K
|
1.42K
$124K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.4K+ 14.06% |
$196K - $227K
|
11.4K
$992K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.36KNew |
$190K - $221K
|
1.36K
$119K
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.35KNew |
$189K - $219K
|
1.35K
$118K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.34KNew |
$186K - $216K
|
1.34K
$116K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 8.95% |
$181K - $210K
|
15.8K
$1.37M
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.25K+ 18.76% |
$175K - $203K
|
7.91K
$689K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.14K+ 10.52% |
$159K - $184K
|
11.9K
$1.04M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 7.0% |
$155K - $179K
|
16.9K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.09K+ 25.61% |
$152K - $176K
|
5.32K
$464K
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1K+ 2.29% |
$140K - $162K
|
44.7K
$3.89M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
973+ 556.0% |
$136K - $158K
|
1.15K
$100K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
970+ 0.71% |
$135K - $157K
|
138K
$12M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
915+ 1.63% |
$128K - $148K
|
56.9K
$4.96M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
909+ 2.14% |
$127K - $147K
|
43.4K
$3.78M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
903+ 10.37% |
$126K - $146K
|
9.61K
$837K
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
902New |
$126K - $146K
|
902
$78.6K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 1.05% |
$126K - $146K
|
86.4K
$7.52M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
871+ 41.01% |
$122K - $141K
|
3K
$261K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
863+ 15.53% |
$121K - $140K
|
6.42K
$559K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
862+ 0.68% |
$120K - $140K
|
128K
$11.2M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
861+ 27.6% |
$120K - $140K
|
3.98K
$347K
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
859+ 5.31% |
$120K - $139K
|
17K
$1.48M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
858+ 12.3% |
$120K - $139K
|
7.83K
$682K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
851+ 455.08% |
$119K - $138K
|
1.04K
$90.4K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
818New |
$114K - $133K
|
818
$71.2K
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
815+ 3.35% |
$114K - $132K
|
25.1K
$2.19M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
809+ 10.63% |
$113K - $131K
|
8.42K
$733K
|
|
May 11, 2023
Q1 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
786+ 0.25% |
$110K - $127K
|
316K
$27.6M
|