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 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.31K+ 162.64% |
$156K - $173K
|
2.11K
$184K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 8.07% |
$150K - $166K
|
16.8K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.22K+ 15.83% |
$146K - $161K
|
8.93K
$778K
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.2K+ 34.48% |
$144K - $159K
|
4.68K
$408K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2K+ 41.87% |
$143K - $158K
|
4.06K
$353K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.13K+ 75.32% |
$135K - $149K
|
2.63K
$229K
|
|
|
Jan 25, 2022
Q4 2021
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.1K+ 0.56% |
$132K - $146K
|
198K
$17.2M
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
1.07K+ 0.3% |
$128K - $142K
|
353K
$30.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.07K+ 49.13% |
$128K - $141K
|
3.25K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.07K+ 5.46% |
$128K - $141K
|
20.6K
$1.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.02K+ 19.47% |
$121K - $134K
|
6.23K
$543K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
1.01K+ 8.73% |
$121K - $134K
|
12.6K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
1K+ 60.64% |
$120K - $132K
|
2.65K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
995+ 6.7% |
$119K - $132K
|
15.8K
$1.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
969+ 5.3% |
$116K - $128K
|
19.2K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
965+ 15.86% |
$115K - $128K
|
7.05K
$614K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
940+ 2.03% |
$112K - $124K
|
47.2K
$4.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
913+ 30.5% |
$109K - $121K
|
3.91K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
903New |
$108K - $119K
|
903
$78.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
900+ 35.7% |
$108K - $119K
|
3.42K
$298K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
861+ 4100.0% |
$103K - $114K
|
882
$76.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
822+ 7.77% |
$98.4K - $109K
|
11.4K
$993K
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
804+ 9.2% |
$96.2K - $106K
|
9.54K
$831K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
792New |
$94.8K - $105K
|
792
$69K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
792+ 3.16% |
$94.8K - $105K
|
25.8K
$2.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
780+ 49.87% |
$93.3K - $103K
|
2.34K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
766+ 18.32% |
$91.7K - $101K
|
4.95K
$431K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
755New |
$90.3K - $99.9K
|
755
$65.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
751New |
$89.9K - $99.3K
|
751
$65.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
735+ 3.52% |
$88K - $97.2K
|
21.6K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
735+ 35.51% |
$88K - $97.2K
|
2.81K
$244K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
715+ 26.37% |
$85.6K - $94.6K
|
3.43K
$298K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
682+ 0.43% |
$81.6K - $90.2K
|
159K
$13.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
BUY
|
- |
671+ 19.37% |
$80.3K - $88.8K
|
4.14K
$360K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
646+ 0.72% |
$77.3K - $85.5K
|
89.9K
$7.83M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
614+ 3.4% |
$73.5K - $81.2K
|
18.7K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
610+ 3.61% |
$73K - $80.7K
|
17.5K
$1.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
609New |
$72.9K - $80.6K
|
609
$53K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
600+ 0.43% |
$71.8K - $79.4K
|
140K
$12.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
592New |
$70.8K - $78.3K
|
592
$51.6K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
588+ 10.79% |
$70.4K - $77.8K
|
6.04K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
569+ 33.99% |
$68.1K - $75.3K
|
2.24K
$195K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
541+ 3.03% |
$64.7K - $71.6K
|
18.4K
$1.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
539+ 15.75% |
$64.5K - $71.3K
|
3.96K
$345K
|
|
|
Jan 11, 2022
Q4 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
537+ 17.75% |
$64.3K - $71K
|
3.56K
$310K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
510+ 0.92% |
$61K - $67.5K
|
56.1K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
506+ 20.14% |
$60.5K - $66.9K
|
3.02K
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$59.8K - $66.1K
|
500
$43.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
471+ 7.29% |
$56.4K - $62.3K
|
6.93K
$604K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
464+ 4.13% |
$55.5K - $61.4K
|
11.7K
$1.02M
|