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 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
148+ 3.22% |
$10.2K - $11.4K
|
4.75K
$414K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
142+ 3.39% |
$9.83K - $10.9K
|
4.34K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
135+ 0.3% |
$9.35K - $10.4K
|
45.3K
$3.95M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
135+ 5.71% |
$9.35K - $10.4K
|
2.5K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
130+ 3.17% |
$9K - $10K
|
4.23K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
127+ 0.52% |
$8.79K - $9.77K
|
24.4K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
120New |
$8.31K - $9.24K
|
120
$10.5K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
109+ 1.54% |
$7.55K - $8.39K
|
7.19K
$626K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
109+ 2.79% |
$7.55K - $8.39K
|
4.01K
$349K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
104New |
$7.2K - $8K
|
104
$9.06K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
102New |
$7.06K - $7.85K
|
102
$8.88K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.05% |
$6.92K - $7.7K
|
202K
$17.6M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100+ 62.11% |
$6.92K - $7.7K
|
261
$22.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
96+ 0.72% |
$6.65K - $7.39K
|
13.4K
$1.17M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
96+ 0.33% |
$6.65K - $7.39K
|
29K
$2.53M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
94New |
$6.51K - $7.23K
|
94
$8.19K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
93+ 0.76% |
$6.44K - $7.16K
|
12.4K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
91New |
$6.3K - $7K
|
91
$7.93K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
87+ 0.79% |
$6.02K - $6.7K
|
11K
$961K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
87+ 2.78% |
$6.02K - $6.7K
|
3.22K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
87New |
$6.02K - $6.7K
|
87
$7.58K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
86+ 0.69% |
$5.95K - $6.62K
|
12.6K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
84+ 1.25% |
$5.82K - $6.46K
|
6.79K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
82+ 2.93% |
$5.68K - $6.31K
|
2.88K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
80+ 1.32% |
$5.54K - $6.16K
|
6.12K
$533K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
80+ 66.67% |
$5.54K - $6.16K
|
200
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79+ 80.61% |
$5.47K - $6.08K
|
177
$15.4K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
79+ 8.89% |
$5.47K - $6.08K
|
968
$84.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 12.5% |
$5.19K - $5.77K
|
675
$58.8K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 36.95% |
$5.19K - $5.77K
|
278
$24.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
74+ 2.36% |
$5.12K - $5.7K
|
3.21K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
70+ 1.4% |
$4.85K - $5.39K
|
5.06K
$441K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
69+ 2.23% |
$4.78K - $5.31K
|
3.17K
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
68+ 8.91% |
$4.71K - $5.23K
|
831
$72.4K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
68+ 0.32% |
$4.71K - $5.23K
|
21.5K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
67+ 0.75% |
$4.64K - $5.16K
|
8.98K
$782K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
65+ 0.1% |
$4.5K - $5K
|
67.9K
$5.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
64+ 1.88% |
$4.43K - $4.93K
|
3.46K
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
56+ 0.08% |
$3.88K - $4.31K
|
73.3K
$6.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
54+ 174.19% |
$3.74K - $4.16K
|
85
$7.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
52+ 1.65% |
$3.6K - $4K
|
3.2K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
50+ 0.25% |
$3.46K - $3.85K
|
20K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
50New |
$3.46K - $3.85K
|
50
$4.36K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
48+ 1.22% |
$3.32K - $3.69K
|
3.98K
$347K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
47New |
$3.25K - $3.62K
|
47
$4.09K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
46+ 0.77% |
$3.19K - $3.54K
|
6.05K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
36+ 60.0% |
$2.49K - $2.77K
|
96
$8.36K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
36+ 5.54% |
$2.49K - $2.77K
|
686
$59.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
36New |
$2.49K - $2.77K
|
36
$3.14K
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
34+ 0.8% |
$2.35K - $2.62K
|
4.3K
$375K
|