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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
879+ 9.35% |
$60.9K - $67.6K
|
10.3K
$895K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
879+ 2.75% |
$60.9K - $67.6K
|
32.9K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
850+ 147.57% |
$58.9K - $65.4K
|
1.43K
$124K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
844+ 31.39% |
$58.4K - $65K
|
3.53K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
832+ 8.6% |
$57.6K - $64K
|
10.5K
$915K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
822+ 12.77% |
$56.9K - $63.3K
|
7.26K
$632K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
820+ 6.22% |
$56.8K - $63.1K
|
14K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
816+ 0.65% |
$56.5K - $62.8K
|
127K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
811+ 26.48% |
$56.2K - $62.4K
|
3.87K
$337K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
801+ 5.08% |
$55.5K - $61.6K
|
16.6K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
796+ 14.95% |
$55.1K - $61.3K
|
6.12K
$533K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
771+ 20.6% |
$53.4K - $59.3K
|
4.51K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
750+ 29.35% |
$51.9K - $57.7K
|
3.31K
$288K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
740New |
$51.2K - $57K
|
740
$64.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
730New |
$50.5K - $56.2K
|
730
$63.6K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
720+ 5.96% |
$49.9K - $55.4K
|
12.8K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
709+ 16.68% |
$49.1K - $54.6K
|
4.96K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
705New |
$48.8K - $54.3K
|
705
$61.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
699+ 10.2% |
$48.4K - $53.8K
|
7.55K
$658K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
690+ 8.27% |
$47.8K - $53.1K
|
9.03K
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
690+ 218.35% |
$47.8K - $53.1K
|
1.01K
$87.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
682+ 12.1% |
$47.2K - $52.5K
|
6.32K
$550K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
680+ 19.73% |
$47.1K - $52.3K
|
4.13K
$359K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
664+ 1.81% |
$46K - $51.1K
|
37.4K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
663+ 4.12% |
$45.9K - $51K
|
16.7K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
662New |
$45.8K - $50.9K
|
662
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
660+ 22.37% |
$45.7K - $50.8K
|
3.61K
$314K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
625+ 1.21% |
$43.3K - $48.1K
|
52.3K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
623+ 5.4% |
$43.1K - $47.9K
|
12.2K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
621+ 14.01% |
$43K - $47.8K
|
5.05K
$440K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
610New |
$42.2K - $46.9K
|
610
$53.1K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
605+ 2.91% |
$41.9K - $46.6K
|
21.4K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
601+ 20.47% |
$41.6K - $46.3K
|
3.54K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
586+ 1.6% |
$40.6K - $45.1K
|
37.3K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
581+ 9.29% |
$40.2K - $44.7K
|
6.84K
$595K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
573+ 12.62% |
$39.7K - $44.1K
|
5.11K
$445K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
553+ 10.99% |
$38.3K - $42.6K
|
5.59K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
552+ 0.91% |
$38.2K - $42.5K
|
61.1K
$5.33M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
541+ 0.22% |
$37.5K - $41.6K
|
250K
$21.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
532+ 2.9% |
$36.8K - $40.9K
|
18.9K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
516+ 430.0% |
$35.7K - $39.7K
|
636
$55.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
509+ 0.46% |
$35.2K - $39.2K
|
111K
$9.64M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
499+ 7.91% |
$34.6K - $38.4K
|
6.81K
$593K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
485+ 4.88% |
$33.6K - $37.3K
|
10.4K
$907K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
474New |
$32.8K - $36.5K
|
474
$41.3K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
446+ 8.66% |
$30.9K - $34.3K
|
5.59K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
446+ 2.17% |
$30.9K - $34.3K
|
21K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
441+ 4.49% |
$30.5K - $33.9K
|
10.3K
$894K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
424+ 12.28% |
$29.4K - $32.6K
|
3.88K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
398+ 4.38% |
$27.6K - $30.6K
|
9.5K
$827K
|