Purchases and Sales Made in Q1 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.53K+ 118.15% |
$175K - $194K
|
4.66K
$406K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.47K+ 16.38% |
$171K - $190K
|
17.5K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.41K+ 4.79% |
$167K - $185K
|
52.6K
$4.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.37K+ 55.11% |
$164K - $183K
|
6.68K
$581K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.37KNew |
$164K - $182K
|
2.37K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.35K+ 2.28% |
$163K - $181K
|
106K
$9.19M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.33K+ 5.32% |
$162K - $180K
|
46.2K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.3K+ 1.58% |
$159K - $177K
|
148K
$12.9M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.29K+ 0.54% |
$159K - $176K
|
425K
$37M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.19K+ 3.12% |
$152K - $169K
|
72.4K
$6.31M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.13K+ 3.59% |
$147K - $164K
|
61.4K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.02K+ 0.86% |
$140K - $156K
|
237K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.93K+ 22.35% |
$134K - $149K
|
10.6K
$921K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.93K+ 0.69% |
$134K - $149K
|
282K
$24.5M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.92K+ 60.66% |
$133K - $148K
|
5.1K
$444K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.88K+ 2.79% |
$130K - $145K
|
69.4K
$6.05M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.88K+ 8.5% |
$130K - $145K
|
24K
$2.09M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.81K+ 7.4% |
$125K - $139K
|
26.3K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.8K+ 57.67% |
$124K - $138K
|
4.91K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.73K+ 8.9% |
$120K - $133K
|
21.2K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.66KNew |
$115K - $128K
|
1.66K
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.66K+ 1690.82% |
$115K - $128K
|
1.76K
$153K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 48.48% |
$113K - $126K
|
5.02K
$437K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.63K+ 30.42% |
$113K - $125K
|
6.98K
$608K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.63KNew |
$113K - $125K
|
1.63K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.61K+ 5.58% |
$111K - $124K
|
30.4K
$2.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.61K+ 77.13% |
$111K - $124K
|
3.69K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51K+ 81.53% |
$105K - $116K
|
3.36K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 4.03% |
$103K - $114K
|
38.3K
$3.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.48K+ 12.18% |
$102K - $114K
|
13.6K
$1.18M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45KNew |
$100K - $112K
|
1.45K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.39K+ 1.9% |
$96K - $107K
|
74.5K
$6.49M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.34KNew |
$92.9K - $103K
|
1.34K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.31KNew |
$90.9K - $101K
|
1.31K
$114K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 18.76% |
$85.6K - $95.1K
|
7.83K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.23K+ 6.69% |
$85.3K - $94.8K
|
19.6K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.18K+ 121.48% |
$81.8K - $91K
|
2.16K
$188K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.17K+ 9.55% |
$81.1K - $90.1K
|
13.4K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
1.16K+ 13.56% |
$80.1K - $89K
|
9.69K
$844K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 36.07% |
$79K - $87.8K
|
4.3K
$375K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 9.43% |
$74.2K - $82.5K
|
12.4K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.06K+ 5.79% |
$73.5K - $81.7K
|
19.4K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.03KNew |
$71K - $78.9K
|
1.03K
$89.3K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
980New |
$67.9K - $75.4K
|
980
$85.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
954+ 9.72% |
$66.1K - $73.4K
|
10.8K
$938K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
945+ 4.39% |
$65.4K - $72.7K
|
22.4K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
931+ 5.07% |
$64.5K - $71.6K
|
19.3K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
884+ 32.6% |
$61.2K - $68K
|
3.6K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
884+ 11.72% |
$61.2K - $68K
|
8.43K
$734K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
880+ 3.47% |
$60.9K - $67.7K
|
26.3K
$2.29M
|