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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-50- 1.14% |
$5.98K - $6.61K
|
4.32K
$377K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-50- 33.11% |
$5.98K - $6.61K
|
101
$8.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-50Closed |
$5.98K - $6.61K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 0.41% |
$6.34K - $7.01K
|
12.8K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-53- 46.49% |
$6.34K - $7.01K
|
61
$5.31K
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-53- 2.82% |
$6.34K - $7.01K
|
1.83K
$159K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-57Closed |
$6.82K - $7.54K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-58- 0.42% |
$6.94K - $7.67K
|
13.9K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-67- 40.12% |
$8.02K - $8.86K
|
100
$8.71K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73- 6.54% |
$8.74K - $9.66K
|
1.04K
$90.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-74- 0.51% |
$8.85K - $9.79K
|
14.4K
$1.25M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-74- 11.25% |
$8.85K - $9.79K
|
584
$50.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-75- 1.79% |
$8.97K - $9.92K
|
4.11K
$358K
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-90- 2.02% |
$10.8K - $11.9K
|
4.37K
$380K
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-98- 0.25% |
$11.7K - $13K
|
39.6K
$3.45M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-99- 6.59% |
$11.8K - $13.1K
|
1.4K
$122K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-100- 33.33% |
$12K - $13.2K
|
200
$17.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-101- 2.87% |
$12.1K - $13.4K
|
3.42K
$298K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-101- 0.63% |
$12.1K - $13.4K
|
15.8K
$1.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-106- 2.45% |
$12.7K - $14K
|
4.22K
$367K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-108- 5.09% |
$12.9K - $14.3K
|
2.01K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-112Closed |
$13.4K - $14.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-113- 50.22% |
$13.5K - $14.9K
|
112
$9.76K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-115- 4.19% |
$13.8K - $15.2K
|
2.63K
$229K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-118- 6.56% |
$14.1K - $15.6K
|
1.68K
$147K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-120- 0.71% |
$14.4K - $15.9K
|
16.8K
$1.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-123- 36.28% |
$14.7K - $16.3K
|
216
$18.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-128- 7.42% |
$15.3K - $16.9K
|
1.6K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-130- 0.78% |
$15.6K - $17.2K
|
16.5K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-135- 0.36% |
$16.2K - $17.9K
|
37.6K
$3.28M
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-135- 2.02% |
$16.2K - $17.9K
|
6.55K
$571K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-137- 2.56% |
$16.4K - $18.1K
|
5.22K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-146- 0.28% |
$17.5K - $19.3K
|
52.1K
$4.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-160- 5.14% |
$19.1K - $21.2K
|
2.95K
$257K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-164Closed |
$19.6K - $21.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-175- 0.63% |
$20.9K - $23.1K
|
27.5K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-180- 6.84% |
$21.5K - $23.8K
|
2.45K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-188- 0.48% |
$22.5K - $24.9K
|
39.3K
$3.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-197- 9.39% |
$23.6K - $26.1K
|
1.9K
$166K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200- 2.38% |
$23.9K - $26.5K
|
8.21K
$715K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$23.9K - $26.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-200- 9.24% |
$23.9K - $26.5K
|
1.97K
$171K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 5.29% |
$23.9K - $26.5K
|
3.58K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-201- 4.52% |
$24.1K - $26.6K
|
4.25K
$370K
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-210Closed |
$25.1K - $27.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-217- 9.28% |
$26K - $28.7K
|
2.12K
$185K
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-232- 2.61% |
$27.8K - $30.7K
|
8.66K
$754K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-236- 4.62% |
$28.2K - $31.2K
|
4.87K
$424K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-240- 12.9% |
$28.7K - $31.7K
|
1.62K
$141K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-250- 0.76% |
$29.9K - $33.1K
|
32.8K
$2.85M
|