Purchases and Sales Made in Q2 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
35+ 6.51% |
$2.32K - $2.74K
|
573
$49.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33+ 1.12% |
$2.19K - $2.59K
|
2.97K
$259K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
30+ 0.47% |
$1.99K - $2.35K
|
6.37K
$555K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
30New |
$1.99K - $2.35K
|
30
$2.61K
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
29+ 0.91% |
$1.93K - $2.27K
|
3.23K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
28+ 2.13% |
$1.86K - $2.2K
|
1.34K
$117K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.4% |
$1.79K - $2.12K
|
6.7K
$584K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$1.73K - $2.04K
|
26
$2.26K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 34.72% |
$1.66K - $1.96K
|
97
$8.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24+ 44.44% |
$1.59K - $1.88K
|
78
$6.79K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 4.59% |
$1.33K - $1.57K
|
456
$39.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
19+ 0.68% |
$1.26K - $1.49K
|
2.81K
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
19+ 0.11% |
$1.26K - $1.49K
|
17.1K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 23.94% |
$1.13K - $1.33K
|
88
$7.66K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16+ 0.37% |
$1.06K - $1.25K
|
4.35K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 0.42% |
$996 - $1.18K
|
3.61K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 7.45% |
$930 - $1.1K
|
202
$17.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 1.48% |
$863 - $1.02K
|
893
$77.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
13+ 0.06% |
$863 - $1.02K
|
21K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
13+ 0.24% |
$863 - $1.02K
|
5.42K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 25.0% |
$797 - $941
|
60
$5.23K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12+ 0.2% |
$797 - $941
|
6K
$522K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 6.21% |
$664 - $784
|
171
$14.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 5.65% |
$664 - $784
|
187
$16.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 9.62% |
$664 - $784
|
114
$9.93K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10New |
$664 - $784
|
10
$871
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10New |
$664 - $784
|
10
$871
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.1% |
$664 - $784
|
10K
$871K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 7.25% |
$664 - $784
|
148
$12.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9New |
$598 - $706
|
9
$784
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.86% |
$598 - $706
|
1.06K
$92.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 11.43% |
$531 - $627
|
78
$6.79K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$465 - $549
|
7
$610
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.21% |
$465 - $549
|
3.41K
$297K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.84% |
$465 - $549
|
838
$73K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 0.89% |
$398 - $470
|
678
$59.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5+ 0.01% |
$332 - $392
|
47K
$4.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$332 - $392
|
5
$436
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 35.71% |
$332 - $392
|
19
$1.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 5.15% |
$332 - $392
|
102
$8.88K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5+ 0.15% |
$332 - $392
|
3.28K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5+ 0.03% |
$332 - $392
|
15.5K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 2.41% |
$266 - $314
|
170
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.1% |
$266 - $314
|
3.85K
$336K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.89% |
$199 - $235
|
339
$29.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.48% |
$199 - $235
|
632
$55K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2+ 0.07% |
$133 - $157
|
2.87K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.61% |
$133 - $157
|
328
$28.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.06% |
$66.4 - $78.4
|
1.63K
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$66.4 - $78.4
|
7.62K
$664K
|