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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
388+ 0.98% |
$54.1K - $67K
|
39.9K
$3.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
386New |
$53.8K - $66.7K
|
386
$33.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
385+ 27.9% |
$53.7K - $66.5K
|
1.77K
$154K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
356+ 0.61% |
$49.7K - $61.5K
|
58.7K
$5.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
354+ 138.82% |
$49.4K - $61.1K
|
609
$53K
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
351+ 5.99% |
$49K - $60.6K
|
6.21K
$541K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
344+ 8.48% |
$48K - $59.4K
|
4.4K
$383K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
335+ 11.19% |
$46.7K - $57.8K
|
3.33K
$290K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
334+ 26.89% |
$46.6K - $57.7K
|
1.58K
$137K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
329+ 9.05% |
$45.9K - $56.8K
|
3.97K
$345K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
328+ 7.36% |
$45.8K - $56.6K
|
4.78K
$417K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
326+ 4075.0% |
$45.5K - $56.3K
|
334
$29.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 12.68% |
$44.4K - $54.9K
|
2.83K
$246K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
317+ 5.48% |
$44.2K - $54.7K
|
6.1K
$531K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
311+ 16.57% |
$43.4K - $53.7K
|
2.19K
$191K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
311New |
$43.4K - $53.7K
|
311
$27.1K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
307+ 12.31% |
$42.8K - $53K
|
2.8K
$244K
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
298+ 0.41% |
$41.6K - $51.5K
|
73.5K
$6.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
289+ 2.68% |
$40.3K - $49.9K
|
11.1K
$965K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
285+ 11.78% |
$39.8K - $49.2K
|
2.71K
$236K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
275+ 1.29% |
$38.4K - $47.5K
|
21.6K
$1.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
275+ 0.49% |
$38.4K - $47.5K
|
56.5K
$4.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
274New |
$38.2K - $47.3K
|
274
$23.9K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
271+ 17.05% |
$37.8K - $46.8K
|
1.86K
$162K
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
268+ 10.48% |
$37.4K - $46.3K
|
2.83K
$246K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
267+ 6.51% |
$37.2K - $46.1K
|
4.37K
$381K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
258+ 0.98% |
$36K - $44.5K
|
26.6K
$2.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
256+ 10.99% |
$35.7K - $44.2K
|
2.59K
$225K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
252+ 4.46% |
$35.2K - $43.5K
|
5.91K
$515K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
246+ 0.54% |
$34.3K - $42.5K
|
45.8K
$3.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
243+ 2.52% |
$33.9K - $42K
|
9.9K
$862K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
236+ 842.86% |
$32.9K - $40.8K
|
264
$23K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
234+ 23.33% |
$32.6K - $40.4K
|
1.24K
$108K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
231+ 1.66% |
$32.2K - $39.9K
|
14.1K
$1.23M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
230+ 57.5% |
$32.1K - $39.7K
|
630
$54.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
229+ 3.05% |
$31.9K - $39.5K
|
7.75K
$675K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
217New |
$30.3K - $37.5K
|
217
$18.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
215+ 250.0% |
$30K - $37.1K
|
301
$26.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
201+ 8.54% |
$28K - $34.7K
|
2.55K
$222K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
200+ 133.33% |
$27.9K - $34.5K
|
350
$30.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
199+ 3.34% |
$27.8K - $34.4K
|
6.15K
$536K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
199+ 4.47% |
$27.8K - $34.4K
|
4.65K
$405K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
198+ 8.59% |
$27.6K - $34.2K
|
2.5K
$218K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
190+ 271.43% |
$26.5K - $32.8K
|
260
$22.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
189+ 12.26% |
$26.4K - $32.6K
|
1.73K
$151K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
181+ 1.3% |
$25.2K - $31.3K
|
14.1K
$1.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
180+ 6.21% |
$25.1K - $31.1K
|
3.08K
$268K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
175+ 12.55% |
$24.4K - $30.2K
|
1.57K
$137K
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
167+ 4.22% |
$23.3K - $28.8K
|
4.13K
$359K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
166New |
$23.2K - $28.7K
|
166
$14.5K
|