Purchases and Sales Made in Q2 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 2023. 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 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
273+ 6.91% |
$39.2K - $43.1K
|
4.22K
$368K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
266+ 1.38% |
$38.2K - $42K
|
19.5K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
265+ 5.63% |
$38K - $41.9K
|
4.98K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
263+ 14.51% |
$37.7K - $41.6K
|
2.08K
$181K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
258+ 11.57% |
$37K - $40.8K
|
2.49K
$217K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
253+ 6.77% |
$36.3K - $40K
|
3.99K
$348K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 5.55% |
$35.9K - $39.5K
|
4.76K
$414K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 5.55% |
$35.9K - $39.5K
|
4.76K
$414K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
245+ 2.93% |
$35.2K - $38.7K
|
8.6K
$749K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
241+ 22.52% |
$34.6K - $38.1K
|
1.31K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
241+ 0.53% |
$34.6K - $38.1K
|
45.6K
$3.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
240+ 1.71% |
$34.4K - $37.9K
|
14.3K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
234+ 7.92% |
$33.6K - $37K
|
3.19K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
231+ 0.82% |
$33.2K - $36.5K
|
28.5K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
228+ 1.21% |
$32.7K - $36K
|
19.1K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
220+ 3666.67% |
$31.6K - $34.8K
|
226
$19.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
218+ 15.66% |
$31.3K - $34.4K
|
1.61K
$140K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
218+ 0.59% |
$31.3K - $34.4K
|
37.2K
$3.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
211+ 2.2% |
$30.3K - $33.3K
|
9.8K
$853K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
211New |
$30.3K - $33.3K
|
211
$18.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
208+ 10.92% |
$29.9K - $32.9K
|
2.11K
$184K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
200+ 8.89% |
$28.7K - $31.6K
|
2.45K
$213K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.23% |
$28.7K - $31.6K
|
86.6K
$7.54M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
198+ 8.31% |
$28.4K - $31.3K
|
2.58K
$225K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
194+ 29.66% |
$27.8K - $30.7K
|
848
$73.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
194New |
$27.8K - $30.7K
|
194
$16.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
193+ 9.18% |
$27.7K - $30.5K
|
2.3K
$200K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
172+ 2.26% |
$24.7K - $27.2K
|
7.78K
$678K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
169+ 27.57% |
$24.3K - $26.7K
|
782
$68.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
165+ 3.1% |
$23.7K - $26.1K
|
5.49K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
165+ 1.0% |
$23.7K - $26.1K
|
16.7K
$1.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
163+ 6.97% |
$23.4K - $25.8K
|
2.5K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
156+ 8.04% |
$22.4K - $24.6K
|
2.1K
$183K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
153+ 2.87% |
$22K - $24.2K
|
5.48K
$478K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
151+ 4.68% |
$21.7K - $23.9K
|
3.38K
$294K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
150+ 7.05% |
$21.5K - $23.7K
|
2.28K
$198K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
148+ 9.62% |
$21.2K - $23.4K
|
1.69K
$147K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
146New |
$21K - $23.1K
|
146
$12.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
145New |
$20.8K - $22.9K
|
145
$12.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
139+ 0.73% |
$20K - $22K
|
19.3K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
138+ 9.94% |
$19.8K - $21.8K
|
1.53K
$133K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
134+ 4.76% |
$19.2K - $21.2K
|
2.95K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
130+ 7.92% |
$18.7K - $20.5K
|
1.77K
$154K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
125+ 5.44% |
$17.9K - $19.7K
|
2.42K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
124+ 6.03% |
$17.8K - $19.6K
|
2.18K
$190K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
123+ 3.04% |
$17.7K - $19.4K
|
4.17K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
120+ 5.6% |
$17.2K - $19K
|
2.26K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
120+ 0.09% |
$17.2K - $19K
|
138K
$12M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
117+ 2.09% |
$16.8K - $18.5K
|
5.73K
$499K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
112+ 1.97% |
$16.1K - $17.7K
|
5.79K
$505K
|