Purchases and Sales Made in Q4 2021 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.66% |
$479 - $529
|
606
$52.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.75% |
$479 - $529
|
536
$46.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$479 - $529
|
4
$348
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$479 - $529
|
4
$348
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.83% |
$479 - $529
|
488
$42.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.4% |
$479 - $529
|
1.01K
$87.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$359 - $397
|
3
$261
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
3+ 2.4% |
$359 - $397
|
128
$11.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.33% |
$239 - $265
|
607
$52.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.74% |
$120 - $132
|
137
$11.9K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 18.18% |
$239 - $265
|
9
$784
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3- 0.4% |
$359 - $397
|
748
$65.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 26.67% |
$479 - $529
|
11
$958
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5- 0.23% |
$598 - $661
|
2.21K
$193K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5- 4.42% |
$598 - $661
|
108
$9.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.06% |
$598 - $661
|
8.26K
$719K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 0.14% |
$718 - $794
|
4.15K
$362K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 2.77% |
$957 - $1.06K
|
281
$24.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-8- 0.3% |
$957 - $1.06K
|
2.62K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8Closed |
$957 - $1.06K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8- 72.73% |
$957 - $1.06K
|
3
$261
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10- 0.38% |
$1.2K - $1.32K
|
2.62K
$228K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12- 7.59% |
$1.44K - $1.59K
|
146
$12.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-12- 0.36% |
$1.44K - $1.59K
|
3.32K
$289K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.48% |
$1.44K - $1.59K
|
2.51K
$219K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15Closed |
$1.79K - $1.98K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-15- 0.57% |
$1.79K - $1.98K
|
2.6K
$226K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-19Closed |
$2.27K - $2.51K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-19- 2.43% |
$2.27K - $2.51K
|
763
$66.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 0.22% |
$2.39K - $2.65K
|
9.11K
$793K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-22- 0.82% |
$2.63K - $2.91K
|
2.68K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 21.5% |
$2.75K - $3.04K
|
84
$7.32K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-26Closed |
$3.11K - $3.44K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-26- 44.83% |
$3.11K - $3.44K
|
32
$2.79K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.32% |
$3.23K - $3.57K
|
2.01K
$175K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-28- 1.02% |
$3.35K - $3.7K
|
2.71K
$236K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-30- 6.48% |
$3.59K - $3.97K
|
433
$37.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-30Closed |
$3.59K - $3.97K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-31- 1.92% |
$3.71K - $4.1K
|
1.58K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 8.89% |
$3.83K - $4.23K
|
328
$28.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-36- 0.17% |
$4.31K - $4.76K
|
21.6K
$1.88M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-38- 1.2% |
$4.55K - $5.03K
|
3.14K
$273K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
SELL
|
- |
-38- 0.63% |
$4.55K - $5.03K
|
6.02K
$524K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-40- 0.7% |
$4.79K - $5.29K
|
5.68K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 27.1% |
$5.03K - $5.56K
|
113
$9.84K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-43- 2.56% |
$5.15K - $5.69K
|
1.64K
$143K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-44- 2.25% |
$5.27K - $5.82K
|
1.91K
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-44- 2.29% |
$5.27K - $5.82K
|
1.88K
$164K
|