Purchases and Sales Made in Q3 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
BUY
|
- |
100+ 1.8% |
$7.5K - $8.4K
|
5.65K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
97+ 1.56% |
$7.27K - $8.15K
|
6.32K
$550K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
96+ 2.08% |
$7.2K - $8.07K
|
4.72K
$411K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 14.58% |
$6.82K - $7.65K
|
715
$62.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
90New |
$6.75K - $7.56K
|
90
$7.84K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
90+ 0.34% |
$6.75K - $7.56K
|
26.9K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
90+ 0.81% |
$6.75K - $7.56K
|
11.2K
$978K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87+ 2.41% |
$6.52K - $7.31K
|
3.7K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
86+ 15.5% |
$6.45K - $7.23K
|
641
$55.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
86+ 8.88% |
$6.45K - $7.23K
|
1.05K
$91.8K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
83+ 0.22% |
$6.22K - $6.98K
|
37.9K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
82+ 4.68% |
$6.15K - $6.89K
|
1.84K
$160K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
80+ 5.57% |
$6K - $6.72K
|
1.52K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 1.33% |
$6K - $6.72K
|
6.11K
$532K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
78+ 2.27% |
$5.85K - $6.56K
|
3.51K
$306K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
77+ 1.98% |
$5.77K - $6.47K
|
3.96K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
74+ 0.7% |
$5.55K - $6.22K
|
10.7K
$930K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
73+ 1.68% |
$5.47K - $6.13K
|
4.42K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
72+ 0.24% |
$5.4K - $6.05K
|
29.5K
$2.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 26.59% |
$5.32K - $5.97K
|
338
$29.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
66+ 11.26% |
$4.95K - $5.55K
|
652
$56.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
66New |
$4.95K - $5.55K
|
66
$5.75K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65+ 0.78% |
$4.87K - $5.46K
|
8.39K
$731K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65+ 108.33% |
$4.87K - $5.46K
|
125
$10.9K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
63+ 1.36% |
$4.72K - $5.29K
|
4.69K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
62+ 1.98% |
$4.65K - $5.21K
|
3.19K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 5.84% |
$4.5K - $5.04K
|
1.09K
$94.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
60+ 1.42% |
$4.5K - $5.04K
|
4.3K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.38% |
$4.2K - $4.71K
|
14.8K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
56+ 11.91% |
$4.2K - $4.71K
|
526
$45.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
56+ 2.05% |
$4.2K - $4.71K
|
2.78K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
55+ 1.41% |
$4.12K - $4.62K
|
3.96K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
50+ 2.45% |
$3.75K - $4.2K
|
2.09K
$182K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
49+ 1.16% |
$3.67K - $4.12K
|
4.28K
$373K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46+ 0.75% |
$3.45K - $3.87K
|
6.17K
$538K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
43+ 0.82% |
$3.22K - $3.61K
|
5.28K
$460K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
42+ 3.3% |
$3.15K - $3.53K
|
1.31K
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
42+ 5.25% |
$3.15K - $3.53K
|
842
$73.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42+ 4.95% |
$3.15K - $3.53K
|
890
$77.5K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
41+ 1.47% |
$3.07K - $3.45K
|
2.83K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
39New |
$2.92K - $3.28K
|
39
$3.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 7.69% |
$2.85K - $3.19K
|
532
$46.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 0.61% |
$2.77K - $3.11K
|
6.12K
$533K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37+ 0.15% |
$2.77K - $3.11K
|
25K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
35+ 0.81% |
$2.62K - $2.94K
|
4.37K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
34+ 0.04% |
$2.55K - $2.86K
|
86.9K
$7.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 0.79% |
$2.47K - $2.77K
|
4.2K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
32New |
$2.4K - $2.69K
|
32
$2.79K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.92% |
$2.4K - $2.69K
|
3.52K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.78% |
$2.17K - $2.44K
|
3.74K
$325K
|