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 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
111+ 2.9% |
$15.9K - $17.5K
|
3.94K
$343K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
110+ 6.44% |
$15.8K - $17.4K
|
1.82K
$158K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
110+ 0.98% |
$15.8K - $17.4K
|
11.3K
$984K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
105New |
$15.1K - $16.6K
|
105
$9.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
104+ 0.13% |
$14.9K - $16.4K
|
77.4K
$6.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
103+ 0.06% |
$14.8K - $16.3K
|
178K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
102+ 3.71% |
$14.6K - $16.1K
|
2.85K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
99New |
$14.2K - $15.6K
|
99
$8.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
97+ 0.13% |
$13.9K - $15.3K
|
77.5K
$6.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
95+ 4.72% |
$13.6K - $15K
|
2.11K
$184K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
90New |
$12.9K - $14.2K
|
90
$7.84K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
88+ 4.28% |
$12.6K - $13.9K
|
2.15K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
87+ 0.66% |
$12.5K - $13.7K
|
13.3K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
85+ 3.15% |
$12.2K - $13.4K
|
2.78K
$242K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
85+ 1.87% |
$12.2K - $13.4K
|
4.64K
$404K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
83New |
$11.9K - $13.1K
|
83
$7.23K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
78+ 4.0% |
$11.2K - $12.3K
|
2.03K
$176K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
77+ 21.69% |
$11.1K - $12.2K
|
432
$37.6K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
72+ 2.37% |
$10.3K - $11.4K
|
3.11K
$271K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
72+ 2.37% |
$10.3K - $11.4K
|
3.11K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 28.74% |
$10.2K - $11.2K
|
318
$27.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
70+ 4.38% |
$10K - $11.1K
|
1.67K
$145K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
70New |
$10K - $11.1K
|
70
$6.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69New |
$9.9K - $10.9K
|
69
$6.01K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
67+ 4.72% |
$9.62K - $10.6K
|
1.49K
$129K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66+ 1.26% |
$9.47K - $10.4K
|
5.3K
$461K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 4.34% |
$9.47K - $10.4K
|
1.59K
$138K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65New |
$9.33K - $10.3K
|
65
$5.66K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.68% |
$9.33K - $10.3K
|
2.49K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
64+ 4.73% |
$9.19K - $10.1K
|
1.42K
$124K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
62+ 1.44% |
$8.9K - $9.8K
|
4.38K
$381K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59+ 1.81% |
$8.47K - $9.32K
|
3.32K
$289K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
53New |
$7.61K - $8.37K
|
53
$4.62K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
51+ 2.48% |
$7.32K - $8.06K
|
2.11K
$184K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
50New |
$7.18K - $7.9K
|
50
$4.36K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
50+ 0.91% |
$7.18K - $7.9K
|
5.52K
$481K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 33.33% |
$7.18K - $7.9K
|
200
$17.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
49+ 1.69% |
$7.03K - $7.74K
|
2.94K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
47+ 1.69% |
$6.75K - $7.43K
|
2.83K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
47+ 0.58% |
$6.75K - $7.43K
|
8.2K
$714K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 10.23% |
$6.46K - $7.11K
|
485
$42.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
44+ 0.45% |
$6.32K - $6.95K
|
9.93K
$864K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42+ 5.38% |
$6.03K - $6.64K
|
823
$71.7K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
41+ 0.77% |
$5.88K - $6.48K
|
5.38K
$469K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40+ 0.18% |
$5.74K - $6.32K
|
22.1K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
38New |
$5.45K - $6K
|
38
$3.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38+ 3.81% |
$5.45K - $6K
|
1.04K
$90.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
38+ 1.26% |
$5.45K - $6K
|
3.05K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
36+ 42.86% |
$5.17K - $5.69K
|
120
$10.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35New |
$5.02K - $5.53K
|
35
$3.05K
|