Purchases and Sales Made in Q1 2023 in Sempra Energy (SRE)

SRE Quotes by TradingView

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 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
735
+ 27.49%
$103K - $119K
3.41K $297K
May 12, 2023 Q1 2023
Kempen Capital Management N.V.

Amsterdam, P7
BUY
 -
715
+ 1.4%
$99.9K - $116K
51.8K $4.51M
May 12, 2023 Q1 2023
Algebris (Uk) LTD

London, X0
BUY
 -
712
+ 23.91%
$99.5K - $115K
3.69K $321K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
695
+ 22.84%
$97.1K - $113K
3.74K $326K
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
694
+ 1.75%
$96.9K - $112K
40.5K $3.52M
Apr 20, 2023 Q1 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
672
+ 16.8%
$93.9K - $109K
4.67K $407K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
656
+ 8.27%
$91.6K - $106K
8.59K $748K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
639
+ 29.47%
$89.3K - $104K
2.81K $244K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
635
+ 27.38%
$88.7K - $103K
2.95K $257K
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
633
+ 19.7%
$88.4K - $103K
3.85K $335K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
605
+ 44.75%
$84.5K - $98K
1.96K $170K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
598
+ 8.75%
$83.5K - $96.9K
7.44K $648K
May 10, 2023 Q1 2023
Zions Bancorporation, N.A.

BUY
 -
597
+ 8.97%
$83.4K - $96.7K
7.26K $632K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
597
+ 3511.76%
$83.4K - $96.7K
614 $53.5K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
580
+ 1.72%
$81K - $94K
34.2K $2.98M
May 12, 2023 Q1 2023
J.Safra Asset Management Corp

BUY
 -
550
New
$76.8K - $89.1K
550 $47.9K
May 12, 2023 Q1 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
543
New
$75.9K - $88K
543 $47.3K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
538
+ 2.58%
$75.2K - $87.2K
21.4K $1.86M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
519
+ 2.82%
$72.5K - $84.1K
18.9K $1.65M
Apr 25, 2023 Q1 2023
Bellecapital International Ltd.

BUY
 -
498
+ 22.87%
$69.6K - $80.7K
2.68K $233K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
494
+ 10.77%
$69K - $80K
5.08K $442K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
487
+ 7.46%
$68K - $78.9K
7.01K $611K
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
486
+ 3.89%
$67.9K - $78.7K
13K $1.13M
May 11, 2023 Q1 2023
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
473
+ 23.5%
$66.1K - $76.6K
2.49K $217K
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
472
+ 4.21%
$65.9K - $76.5K
11.7K $1.02M
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

BUY
 -
472
+ 28.94%
$65.9K - $76.5K
2.1K $183K
May 12, 2023 Q1 2023
Jackson Wealth Management, LLC

BUY
 -
462
+ 3.47%
$64.5K - $74.9K
13.8K $1.2M
May 12, 2023 Q1 2023
Moreno Evelyn V

Boston, MA
BUY
 -
460
+ 27.66%
$64.3K - $74.5K
2.12K $185K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
429
+ 15.34%
$59.9K - $69.5K
3.23K $281K
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
420
+ 5.18%
$58.7K - $68.1K
8.52K $742K
Apr 14, 2023 Q1 2023
Spectrum Asset Management, Inc.

BUY
 -
419
+ 2.13%
$58.5K - $67.9K
20.1K $1.75M
May 02, 2023 Q1 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
419
+ 104.75%
$58.5K - $67.9K
819 $71.3K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
412
+ 22.81%
$57.6K - $66.8K
2.22K $193K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
411
+ 7.71%
$57.4K - $66.6K
5.74K $500K
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
405
+ 9.12%
$56.6K - $65.6K
4.84K $422K
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
403
+ 28.14%
$56.3K - $65.3K
1.84K $160K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
397
+ 11.18%
$55.5K - $64.3K
3.95K $344K
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
385
+ 22.1%
$53.8K - $62.4K
2.13K $185K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
377
+ 1.2%
$52.7K - $61.1K
31.9K $2.78M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
372
+ 0.32%
$52K - $60.3K
116K $10.1M
Apr 27, 2023 Q1 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
357
+ 24.54%
$49.9K - $57.8K
1.81K $158K
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
352
+ 10.18%
$49.2K - $57K
3.81K $332K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
348
New
$48.6K - $56.4K
348 $30.3K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
347
+ 25.51%
$48.5K - $56.2K
1.71K $149K
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
342
+ 6.4%
$47.8K - $55.4K
5.68K $495K
May 22, 2023 Q1 2023
Putnam Investments LLC

Boston, MA
BUY
 -
330
+ 13.48%
$46.1K - $53.5K
2.78K $242K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
320
+ 8.54%
$44.7K - $51.8K
4.07K $354K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
318
+ 16.81%
$44.4K - $51.5K
2.21K $192K
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
301
+ 94.65%
$42K - $48.8K
619 $53.9K

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