Purchases and Sales Made in Q2 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 2022. 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 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$837 - $1.04K
|
6
$523
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 0.8% |
$837 - $1.04K
|
756
$65.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.81% |
$697 - $863
|
621
$54.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$697 - $863
|
5
$436
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 4.76% |
$697 - $863
|
110
$9.58K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$558 - $691
|
4
$348
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.11% |
$558 - $691
|
3.51K
$306K
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4+ 0.21% |
$558 - $691
|
1.95K
$170K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$418 - $518
|
3
$261
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3+ 0.02% |
$418 - $518
|
15.1K
$1.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
3+ 0.2% |
$418 - $518
|
1.49K
$130K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.3% |
$418 - $518
|
1.01K
$88.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.61% |
$418 - $518
|
495
$43.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.78% |
$279 - $345
|
74
$6.45K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 100.0% |
$279 - $345
|
4
$348
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.63% |
$139 - $173
|
161
$14K
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$139 - $173
|
3.62K
$315K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$139 - $173
|
1.44K
$125K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1- 0.05% |
$139 - $173
|
2K
$174K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1- 0.01% |
$139 - $173
|
12.7K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 1.3% |
$139 - $173
|
76
$6.62K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 5.0% |
$279 - $345
|
38
$3.31K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-3- 0.09% |
$418 - $518
|
3.42K
$298K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-5- 0.22% |
$697 - $863
|
2.31K
$202K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 6.94% |
$697 - $863
|
67
$5.84K
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5- 0.16% |
$697 - $863
|
3.08K
$268K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 1.52% |
$697 - $863
|
324
$28.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 3.09% |
$837 - $1.04K
|
188
$16.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-7Closed |
$976 - $1.21K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-7- 4.43% |
$976 - $1.21K
|
151
$13.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8- 9.09% |
$1.12K - $1.38K
|
80
$6.97K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-8- 11.76% |
$1.12K - $1.38K
|
60
$5.23K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9- 0.44% |
$1.26K - $1.55K
|
2.04K
$178K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.39% |
$1.39K - $1.73K
|
2.54K
$221K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 2.22% |
$1.39K - $1.73K
|
441
$38.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12- 0.62% |
$1.67K - $2.07K
|
1.91K
$167K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-13- 4.94% |
$1.81K - $2.24K
|
250
$21.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-16- 0.69% |
$2.23K - $2.76K
|
2.31K
$201K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-17- 0.23% |
$2.37K - $2.94K
|
7.46K
$650K
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-17- 0.48% |
$2.37K - $2.94K
|
3.51K
$306K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-17- 0.48% |
$2.37K - $2.94K
|
3.52K
$307K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-19- 1.16% |
$2.65K - $3.28K
|
1.62K
$141K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 6.6% |
$2.79K - $3.45K
|
283
$24.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-21- 0.16% |
$2.93K - $3.63K
|
13.5K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-21Closed |
$2.93K - $3.63K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-22- 0.11% |
$3.07K - $3.8K
|
19.6K
$1.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22Closed |
$3.07K - $3.8K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-25Closed |
$3.49K - $4.32K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-28- 1.84% |
$3.91K - $4.83K
|
1.49K
$130K
|