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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
55+ 0.28% |
$1.35K - $9.66K
|
19.6K
$1.71M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
54+ 4.77% |
$1.32K - $9.49K
|
1.19K
$103K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
52+ 1.32% |
$1.27K - $9.13K
|
3.99K
$348K
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
52+ 2.6% |
$1.27K - $9.13K
|
2.06K
$179K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
51+ 3.72% |
$1.25K - $8.96K
|
1.42K
$124K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
51+ 16.29% |
$1.25K - $8.96K
|
364
$31.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
50+ 1.81% |
$1.22K - $8.78K
|
2.81K
$245K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.6% |
$1.22K - $8.78K
|
8.34K
$726K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
48+ 1.39% |
$1.17K - $8.43K
|
3.51K
$306K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
48New |
$1.17K - $8.43K
|
48
$4.18K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
47+ 127.03% |
$1.15K - $8.26K
|
84
$7.32K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
47+ 4.04% |
$1.15K - $8.26K
|
1.21K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
43+ 48.31% |
$1.05K - $7.55K
|
132
$11.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
41+ 2.6% |
$1K - $7.2K
|
1.62K
$141K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40+ 8.21% |
$979 - $7.03K
|
527
$45.9K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
40+ 0.77% |
$979 - $7.03K
|
5.26K
$458K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
37+ 1.31% |
$905 - $6.5K
|
2.86K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
36+ 1.77% |
$881 - $6.32K
|
2.07K
$180K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
35+ 1.46% |
$856 - $6.15K
|
2.43K
$211K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 1.09% |
$832 - $5.97K
|
3.16K
$275K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.69% |
$832 - $5.97K
|
4.96K
$432K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
33+ 9.12% |
$808 - $5.8K
|
395
$34.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
31+ 0.09% |
$759 - $5.45K
|
33.6K
$2.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
31+ 620.0% |
$759 - $5.45K
|
36
$3.14K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
30+ 8.31% |
$734 - $5.27K
|
391
$34.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
29+ 4.76% |
$710 - $5.09K
|
638
$55.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
29+ 1.43% |
$710 - $5.09K
|
2.05K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
28+ 0.37% |
$685 - $4.92K
|
7.67K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
27+ 1.18% |
$661 - $4.74K
|
2.31K
$201K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 5.23% |
$661 - $4.74K
|
543
$47.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.29% |
$636 - $4.57K
|
2.04K
$178K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
26+ 1.45% |
$636 - $4.57K
|
1.82K
$159K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
25+ 2.91% |
$612 - $4.39K
|
885
$77.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
24+ 0.94% |
$587 - $4.22K
|
2.57K
$224K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
24New |
$587 - $4.22K
|
24
$2.09K
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
23+ 0.65% |
$563 - $4.04K
|
3.59K
$312K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
22+ 0.5% |
$538 - $3.86K
|
4.39K
$382K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.77% |
$538 - $3.86K
|
2.89K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
21+ 0.77% |
$514 - $3.69K
|
2.77K
$241K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 32.79% |
$489 - $3.51K
|
81
$7.06K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 0.76% |
$489 - $3.51K
|
2.64K
$230K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
19+ 0.21% |
$465 - $3.34K
|
9K
$784K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 0.04% |
$465 - $3.34K
|
45.3K
$3.94M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 24.32% |
$440 - $3.16K
|
92
$8.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17+ 154.55% |
$416 - $2.99K
|
28
$2.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.55% |
$416 - $2.99K
|
3.12K
$272K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
16+ 47.06% |
$392 - $2.81K
|
50
$4.36K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 2.17% |
$367 - $2.63K
|
705
$61.4K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 22.39% |
$367 - $2.63K
|
82
$7.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15+ 1.05% |
$367 - $2.63K
|
1.44K
$126K
|