Purchases and Sales Made in Q3 2024 in Sempra Energy (SRE)

SRE Quotes by TradingView

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 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
558
+ 12.42%
$41.8K - $46.9K
5.05K $440K
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
555
+ 18.17%
$41.6K - $46.6K
3.61K $314K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
548
+ 14.64%
$41.1K - $46.1K
4.29K $374K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
541
New
$40.6K - $45.5K
541 $47.1K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
540
New
$40.5K - $45.4K
540 $47K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
523
New
$39.2K - $44K
523 $45.6K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
521
+ 14.66%
$39.1K - $43.8K
4.07K $355K
Oct 08, 2024 Q3 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
517
+ 5.72%
$38.8K - $43.4K
9.55K $832K
Nov 05, 2024 Q3 2024
Cable Hill Partners, LLC

Portland, OR
BUY
 -
515
+ 15.27%
$38.6K - $43.3K
3.89K $339K
Oct 11, 2024 Q3 2024
Grove Bank & Trust

BUY
 -
503
+ 4.98%
$37.7K - $42.3K
10.6K $923K
Nov 14, 2024 Q3 2024
Socorro Asset Management LP

Dallas, TX
BUY
 -
500
+ 0.37%
$37.5K - $42K
135K $11.8M
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
500
+ 19.16%
$37.5K - $42K
3.11K $271K
Nov 13, 2024 Q3 2024
Lgt Group Foundation

BUY
 -
493
+ 1.95%
$37K - $41.4K
25.7K $2.24M
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
493
+ 0.96%
$37K - $41.4K
51.8K $4.52M
Nov 01, 2024 Q3 2024
Spider Rock Advisors, LLC

BUY
 -
472
+ 4.83%
$35.4K - $39.7K
10.3K $893K
Nov 06, 2024 Q3 2024
Empirical Finance, LLC

BUY
 -
467
+ 2.22%
$35K - $39.2K
21.5K $1.87M
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
466
+ 1.27%
$34.9K - $39.2K
37.2K $3.24M
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
466
+ 2.66%
$34.9K - $39.2K
18K $1.57M
Nov 12, 2024 Q3 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
458
+ 3.35%
$34.3K - $38.5K
14.1K $1.23M
Nov 13, 2024 Q3 2024
Gabelli Funds LLC

Rye, NY
BUY
 -
445
+ 0.49%
$33.4K - $37.4K
91.7K $7.99M
Oct 31, 2024 Q3 2024
Advisor Resource Council

BUY
 -
442
+ 1.81%
$33.1K - $37.1K
24.9K $2.17M
Oct 08, 2024 Q3 2024
Umb Bank, N.A.

BUY
 -
434
+ 3.45%
$32.5K - $36.5K
13K $1.13M
Oct 07, 2024 Q3 2024
Marion Wealth Management

BUY
 -
414
+ 3.15%
$31K - $34.8K
13.6K $1.18M
Nov 12, 2024 Q3 2024
Founders Financial Securities LLC

BUY
 -
414
+ 1.38%
$31K - $34.8K
30.5K $2.66M
Nov 12, 2024 Q3 2024
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
405
+ 0.12%
$30.4K - $34K
330K $28.8M
Nov 14, 2024 Q3 2024
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
400
+ 0.38%
$30K - $33.6K
105K $9.13M
Nov 13, 2024 Q3 2024
Ostrum Asset Management

Paris, I0
BUY
 -
392
+ 1.87%
$29.4K - $32.9K
21.3K $1.86M
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
388
New
$29.1K - $32.6K
388 $33.8K
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
383
+ 5.93%
$28.7K - $32.2K
6.85K $596K
Nov 07, 2024 Q3 2024
Amg National Trust Bank

BUY
 -
375
+ 7.76%
$28.1K - $31.5K
5.21K $454K
Oct 15, 2024 Q3 2024
Gradient Investments LLC

BUY
 -
368
+ 3.92%
$27.6K - $30.9K
9.77K $851K
Nov 05, 2024 Q3 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
355
New
$26.6K - $29.8K
355 $30.9K
Oct 15, 2024 Q3 2024
Vontobel Holding Ltd.

BUY
 -
353
+ 3.19%
$26.5K - $29.7K
11.4K $995K
Oct 25, 2024 Q3 2024
Gw Henssler & Associates LTD

BUY
 -
351
+ 0.11%
$26.3K - $29.5K
332K $28.9M
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
342
+ 6.86%
$25.6K - $28.7K
5.33K $464K
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
337
+ 53.15%
$25.3K - $28.3K
971 $84.6K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
337
+ 23.08%
$25.3K - $28.3K
1.8K $157K
Oct 11, 2024 Q3 2024
Creative Planning

Overland Park, KS
BUY
 -
336
+ 0.43%
$25.2K - $28.2K
79.1K $6.89M
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
334
New
$25K - $28.1K
334 $29.1K
Oct 08, 2024 Q3 2024
Wedmont Private Capital

BUY
 -
318
+ 5.89%
$23.8K - $26.7K
5.72K $498K
Oct 21, 2024 Q3 2024
Sequoia Financial Advisors, LLC

BUY
 -
312
+ 4.65%
$23.4K - $26.2K
7.02K $611K
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
306
+ 4.55%
$22.9K - $25.7K
7.03K $612K
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
306
+ 2.1%
$22.9K - $25.7K
14.9K $1.29M
Oct 04, 2024 Q3 2024
Harbor Investment Advisory, LLC

BUY
 -
305
+ 179.41%
$22.9K - $25.6K
475 $41.4K
Nov 13, 2024 Q3 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
305
+ 0.74%
$22.9K - $25.6K
41.4K $3.61M
Nov 14, 2024 Q3 2024
Caisse De Depot Et Placement Du Quebec

Montreal, A8
BUY
 -
300
+ 6.01%
$22.5K - $25.2K
5.29K $461K
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
289
+ 1.06%
$21.7K - $24.3K
27.6K $2.41M
Oct 21, 2024 Q3 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
287
+ 3.11%
$21.5K - $24.1K
9.53K $830K
Oct 16, 2024 Q3 2024
Sumitomo Life Insurance CO

BUY
 -
286
+ 2.58%
$21.4K - $24K
11.4K $989K

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