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 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80- 1.58% |
$5.31K - $6.27K
|
4.98K
$434K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-80- 28.37% |
$5.31K - $6.27K
|
202
$17.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-80- 2.01% |
$5.31K - $6.27K
|
3.9K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-81- 2.07% |
$5.38K - $6.35K
|
3.83K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-83- 0.32% |
$5.51K - $6.51K
|
26.2K
$2.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-87- 2.59% |
$5.78K - $6.82K
|
3.28K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-97- 1.15% |
$6.44K - $7.6K
|
8.33K
$726K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-98- 0.41% |
$6.51K - $7.68K
|
24K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 16.67% |
$6.64K - $7.84K
|
500
$43.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 2.86% |
$6.64K - $7.84K
|
3.4K
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 14.58% |
$6.64K - $7.84K
|
586
$51K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-102- 0.82% |
$6.77K - $8K
|
12.3K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-103- 1.04% |
$6.84K - $8.08K
|
9.79K
$853K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-104- 0.22% |
$6.91K - $8.15K
|
47.7K
$4.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-104- 1.43% |
$6.91K - $8.15K
|
7.16K
$623K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-107- 11.05% |
$7.11K - $8.39K
|
861
$75K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-109- 2.72% |
$7.24K - $8.55K
|
3.9K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-109- 16.47% |
$7.24K - $8.55K
|
553
$48.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-110- 1.67% |
$7.31K - $8.62K
|
6.47K
$563K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-123- 0.75% |
$8.17K - $9.64K
|
16.4K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-130- 2.3% |
$8.63K - $10.2K
|
5.52K
$481K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-139- 3.52% |
$9.23K - $10.9K
|
3.81K
$332K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-139- 3.8% |
$9.23K - $10.9K
|
3.52K
$307K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-144- 3.24% |
$9.56K - $11.3K
|
4.3K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-145- 4.46% |
$9.63K - $11.4K
|
3.11K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-146- 2.1% |
$9.7K - $11.4K
|
6.79K
$592K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-153- 39.13% |
$10.2K - $12K
|
238
$20.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-158- 3.25% |
$10.5K - $12.4K
|
4.7K
$409K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-163- 1.73% |
$10.8K - $12.8K
|
9.24K
$805K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-164- 29.18% |
$10.9K - $12.9K
|
398
$34.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-175- 3.49% |
$11.6K - $13.7K
|
4.84K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-176- 5.88% |
$11.7K - $13.8K
|
2.82K
$245K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-178- 1.65% |
$11.8K - $14K
|
10.6K
$922K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-178- 1.71% |
$11.8K - $14K
|
10.2K
$889K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-180- 7.2% |
$12K - $14.1K
|
2.32K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-184- 0.87% |
$12.2K - $14.4K
|
21K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-184- 0.34% |
$12.2K - $14.4K
|
54.1K
$4.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-188- 3.92% |
$12.5K - $14.7K
|
4.61K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-190- 3.74% |
$12.6K - $14.9K
|
4.89K
$426K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-190- 6.44% |
$12.6K - $14.9K
|
2.76K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-192- 3.76% |
$12.8K - $15.1K
|
4.91K
$428K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-194- 26.22% |
$12.9K - $15.2K
|
546
$47.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-197- 0.63% |
$13.1K - $15.4K
|
31.2K
$2.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-197- 2.89% |
$13.1K - $15.4K
|
6.61K
$576K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-200- 6.1% |
$13.3K - $15.7K
|
3.08K
$268K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-201- 2.7% |
$13.3K - $15.8K
|
7.24K
$630K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-219- 3.5% |
$14.5K - $17.2K
|
6.03K
$525K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-221- 0.06% |
$14.7K - $17.3K
|
374K
$32.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-228- 5.97% |
$15.1K - $17.9K
|
3.59K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-233- 4.94% |
$15.5K - $18.3K
|
4.48K
$391K
|