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 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
2.4KNew |
$58.8K - $422K
|
2.4K
$209K
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.37KNew |
$58.1K - $417K
|
2.37K
$207K
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.34K+ 19.8% |
$57.2K - $410K
|
14.1K
$1.23M
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
2.32KNew |
$56.7K - $407K
|
2.32K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.31KNew |
$56.6K - $406K
|
2.31K
$201K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.31K+ 2.85% |
$56.6K - $406K
|
83.4K
$7.27M
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.2KNew |
$53.8K - $386K
|
2.2K
$192K
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$53.7K - $385K
|
2.19K
$191K
|
|
Nov 10, 2022
Q3 2022
|
Candriam S.C.A.
|
BUY
|
- |
2.16K+ 4.7% |
$52.7K - $379K
|
48K
$4.18M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 5.33% |
$52.6K - $377K
|
42.5K
$3.7M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11KNew |
$51.7K - $371K
|
2.11K
$184K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.1K+ 1.11% |
$51.5K - $369K
|
192K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.03KNew |
$49.6K - $356K
|
2.03K
$176K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 70.27% |
$49.1K - $353K
|
4.86K
$424K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$48.8K - $350K
|
1.99K
$174K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.97K+ 97.39% |
$48.3K - $347K
|
4K
$348K
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.96KNew |
$48K - $344K
|
1.96K
$171K
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.9K+ 0.07% |
$46.6K - $334K
|
2.62M
$229M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.9KNew |
$46.5K - $334K
|
1.9K
$166K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
1.9K+ 11.61% |
$46.4K - $333K
|
18.2K
$1.59M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.87KNew |
$45.8K - $329K
|
1.87K
$163K
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.87K+ 8.6% |
$45.7K - $328K
|
23.6K
$2.06M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.82K+ 13.39% |
$44.5K - $319K
|
15.4K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.79K+ 9.99% |
$43.9K - $315K
|
19.7K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.74K+ 3.15% |
$42.5K - $305K
|
57K
$4.96M
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
1.73KNew |
$42.2K - $303K
|
1.73K
$150K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.72K+ 22.51% |
$42K - $301K
|
9.34K
$813K
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.71K+ 10.57% |
$41.9K - $301K
|
17.9K
$1.56M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.7KNew |
$41.6K - $298K
|
1.7K
$148K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.69K+ 44.66% |
$41.4K - $297K
|
5.48K
$478K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.68KNew |
$41.2K - $296K
|
1.68K
$147K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 8.03% |
$40.8K - $293K
|
22.4K
$1.95M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.66K+ 96.52% |
$40.7K - $292K
|
3.39K
$295K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.63KNew |
$39.8K - $285K
|
1.63K
$142K
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.62KNew |
$39.6K - $285K
|
1.62K
$141K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.62KNew |
$39.5K - $284K
|
1.62K
$141K
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.6K+ 86.44% |
$39.2K - $281K
|
3.45K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.6KNew |
$39.2K - $281K
|
1.6K
$139K
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
1.55KNew |
$37.9K - $272K
|
1.55K
$135K
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.51KNew |
$37K - $266K
|
1.51K
$132K
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.5KNew |
$36.7K - $263K
|
1.5K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.49K+ 8.17% |
$36.5K - $262K
|
19.7K
$1.72M
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.46K+ 0.77% |
$35.7K - $256K
|
191K
$16.7M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.45KNew |
$35.4K - $254K
|
1.45K
$126K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.44K+ 84.31% |
$35.2K - $253K
|
3.15K
$274K
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.44KNew |
$35.1K - $252K
|
1.44K
$125K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.4KNew |
$34.3K - $246K
|
1.4K
$122K
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.39KNew |
$34K - $244K
|
1.39K
$121K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.37K+ 62.71% |
$33.6K - $241K
|
3.56K
$310K
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.37KNew |
$33.5K - $240K
|
1.37K
$119K
|