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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-674- 3.41% |
$50.5K - $56.6K
|
19.1K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-675- 1.85% |
$50.6K - $56.7K
|
35.9K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-676- 21.11% |
$50.7K - $56.8K
|
2.53K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-676- 6.62% |
$50.7K - $56.8K
|
9.54K
$831K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-677- 18.09% |
$50.8K - $56.9K
|
3.07K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-689- 0.44% |
$51.7K - $57.9K
|
156K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 2.21% |
$52.5K - $58.8K
|
31K
$2.7M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-721- 3.0% |
$54.1K - $60.6K
|
23.3K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-727- 50.77% |
$54.5K - $61.1K
|
705
$61.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-742- 1.08% |
$55.6K - $62.4K
|
68.3K
$5.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-750- 1.28% |
$56.2K - $63K
|
57.9K
$5.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-756- 23.2% |
$56.7K - $63.5K
|
2.5K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-758- 1.8% |
$56.8K - $63.7K
|
41.3K
$3.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-760- 4.17% |
$57K - $63.9K
|
17.5K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-765- 8.59% |
$57.4K - $64.3K
|
8.14K
$709K
|
|
|
Nov 13, 2024
Q3 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-795- 0.6% |
$59.6K - $66.8K
|
132K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-798- 13.79% |
$59.8K - $67.1K
|
4.99K
$435K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-802- 8.97% |
$60.1K - $67.4K
|
8.14K
$709K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-803- 7.3% |
$60.2K - $67.5K
|
10.2K
$888K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-816- 2.01% |
$61.2K - $68.6K
|
39.8K
$3.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-821- 11.35% |
$61.6K - $69K
|
6.42K
$559K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-833- 77.27% |
$62.5K - $70K
|
245
$21.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-857- 1.31% |
$64.2K - $72K
|
64.7K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-857- 5.29% |
$64.2K - $72K
|
15.3K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-857- 0.84% |
$64.2K - $72K
|
101K
$8.79M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.45% |
$67.5K - $75.6K
|
197K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-916- 3.38% |
$68.7K - $77K
|
26.2K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-918- 22.45% |
$68.8K - $77.1K
|
3.17K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-922- 24.8% |
$69.1K - $77.5K
|
2.8K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-933- 9.64% |
$69.9K - $78.4K
|
8.74K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-937- 24.91% |
$70.2K - $78.7K
|
2.83K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-975- 4.62% |
$73.1K - $81.9K
|
20.1K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-994- 4.99% |
$74.5K - $83.5K
|
18.9K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-998- 16.65% |
$74.8K - $83.9K
|
5K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-1.02K- 99.8% |
$76.2K - $85.5K
|
2
$174
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.11K- 0.79% |
$82.8K - $92.9K
|
138K
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.13K- 7.48% |
$84.8K - $95K
|
14K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.18K- 17.34% |
$88.5K - $99.2K
|
5.63K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.18K- 54.85% |
$88.6K - $99.3K
|
973
$84.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 10.98% |
$92K - $103K
|
9.95K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.27K- 5.23% |
$95.4K - $107K
|
23K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.31K- 50.04% |
$97.9K - $110K
|
1.3K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.32K- 34.67% |
$99.1K - $111K
|
2.49K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.37K- 2.74% |
$103K - $115K
|
48.6K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.37K- 3.77% |
$103K - $115K
|
35K
$3.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.43K- 8.69% |
$107K - $120K
|
15K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.5K- 32.72% |
$113K - $126K
|
3.09K
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.52K- 7.17% |
$114K - $128K
|
19.7K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.53K- 3.45% |
$115K - $129K
|
43K
$3.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.55K- 5.05% |
$116K - $130K
|
29.2K
$2.54M
|