Purchases and Sales Made in Q3 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 150.0% |
$367 - $2.63K
|
25
$2.18K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15New |
$367 - $2.63K
|
15
$1.31K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 0.57% |
$343 - $2.46K
|
2.46K
$214K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.44% |
$343 - $2.46K
|
3.21K
$279K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 2.47% |
$343 - $2.46K
|
581
$50.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
12+ 0.43% |
$294 - $2.11K
|
2.82K
$246K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
12+ 0.67% |
$294 - $2.11K
|
1.81K
$158K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12+ 0.71% |
$294 - $2.11K
|
1.69K
$147K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
12+ 54.55% |
$294 - $2.11K
|
34
$2.96K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
12+ 1.57% |
$294 - $2.11K
|
775
$67.5K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
12+ 1.57% |
$294 - $2.11K
|
775
$67.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11+ 0.71% |
$269 - $1.93K
|
1.57K
$137K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
11+ 0.73% |
$269 - $1.93K
|
1.53K
$133K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 5.26% |
$245 - $1.76K
|
200
$17.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$245 - $1.76K
|
10
$871
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 1.12% |
$220 - $1.58K
|
813
$70.8K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
8New |
$196 - $1.41K
|
8
$697
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8+ 0.31% |
$196 - $1.41K
|
2.56K
$223K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.02% |
$196 - $1.41K
|
45.1K
$3.92M
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$122 - $878
|
1.5K
$130K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
5New |
$122 - $878
|
5
$436
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
5+ 0.26% |
$122 - $878
|
1.89K
$165K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$122 - $878
|
5
$436
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 5.49% |
$122 - $878
|
96
$8.36K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$122 - $878
|
1.87K
$162K
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
5+ 0.16% |
$122 - $878
|
3.09K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 1.72% |
$97.9 - $703
|
236
$20.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 25.0% |
$97.9 - $703
|
20
$1.74K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
4+ 0.78% |
$97.9 - $703
|
514
$44.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.3% |
$97.9 - $703
|
1.35K
$117K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.81% |
$97.9 - $703
|
499
$43.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.4% |
$97.9 - $703
|
1.02K
$88.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.4% |
$73.4 - $527
|
751
$65.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.02% |
$73.4 - $527
|
14.4K
$1.25M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$48.9 - $351
|
5
$436
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 0.76% |
$48.9 - $351
|
266
$23.2K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.16% |
$48.9 - $351
|
1.24K
$108K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$48.9 - $351
|
1.47K
$128K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.62% |
$48.9 - $351
|
326
$28.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 2.04% |
$24.5 - $176
|
50
$4.36K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
1+ 0.0% |
$24.5 - $176
|
358K
$31.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.32% |
$24.5 - $176
|
312
$27.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
1+ 0.5% |
$24.5 - $176
|
201
$17.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$24.5 - $176
|
1.15K
$99.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.03% |
$24.5 - $176
|
3.02K
$263K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.05% |
$24.5 - $176
|
1.91K
$167K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$24.5 - $176
|
8.05K
$701K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2- 4.44% |
$48.9 - $351
|
43
$3.75K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.77% |
$48.9 - $351
|
258
$22.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.06% |
$48.9 - $351
|
186
$16.2K
|