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 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
456+ 26.36% |
$54.6K - $60.3K
|
2.19K
$190K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
451New |
$54K - $59.7K
|
451
$39.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
445+ 5.58% |
$53.2K - $58.9K
|
8.42K
$733K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
415+ 5.48% |
$49.7K - $54.9K
|
7.99K
$695K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
410New |
$49.1K - $54.2K
|
410
$35.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
394+ 6.1% |
$47.1K - $52.1K
|
6.86K
$597K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
390+ 3.73% |
$46.7K - $51.6K
|
10.8K
$944K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
378+ 3.51% |
$45.2K - $50K
|
11.1K
$971K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
360New |
$43.1K - $47.6K
|
360
$31.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
337+ 2.62% |
$40.3K - $44.6K
|
13.2K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
334+ 5.61% |
$40K - $44.2K
|
6.29K
$548K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
333+ 3.67% |
$39.8K - $44K
|
9.42K
$820K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
328+ 14.79% |
$39.2K - $43.4K
|
2.55K
$222K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
323+ 14.85% |
$38.7K - $42.7K
|
2.5K
$218K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
311+ 4.09% |
$37.2K - $41.1K
|
7.91K
$689K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
310New |
$37.1K - $41K
|
310
$27K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
308+ 11.62% |
$36.9K - $40.7K
|
2.96K
$258K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
305New |
$36.5K - $40.3K
|
305
$26.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
303New |
$36.3K - $40.1K
|
303
$26.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
300New |
$35.9K - $39.7K
|
300
$26.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
298New |
$35.7K - $39.4K
|
298
$26K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
293New |
$35.1K - $38.8K
|
293
$25.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
292+ 20.46% |
$34.9K - $38.6K
|
1.72K
$150K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
273+ 10.13% |
$32.7K - $36.1K
|
2.97K
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
272+ 11.22% |
$32.5K - $36K
|
2.7K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
270+ 9.19% |
$32.3K - $35.7K
|
3.21K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
265+ 10.83% |
$31.7K - $35.1K
|
2.71K
$236K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
259+ 3.17% |
$31K - $34.3K
|
8.43K
$734K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
229+ 1.69% |
$27.4K - $30.3K
|
13.7K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
229New |
$27.4K - $30.3K
|
229
$19.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
214+ 1.3% |
$25.6K - $28.3K
|
16.7K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
213+ 2.29% |
$25.5K - $28.2K
|
9.53K
$830K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
211+ 12.79% |
$25.2K - $27.9K
|
1.86K
$162K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
210+ 3.89% |
$25.1K - $27.8K
|
5.6K
$488K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
208+ 10.41% |
$24.9K - $27.5K
|
2.21K
$192K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
200+ 6.89% |
$23.9K - $26.5K
|
3.1K
$270K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.25% |
$23.9K - $26.5K
|
80.4K
$7M
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
199+ 3.9% |
$23.8K - $26.3K
|
5.3K
$462K
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
194+ 1763.64% |
$23.2K - $25.7K
|
205
$17.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
192+ 8.84% |
$23K - $25.4K
|
2.37K
$206K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 176.85% |
$22.9K - $25.3K
|
299
$26K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
191+ 3.65% |
$22.9K - $25.3K
|
5.42K
$472K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
190+ 2.95% |
$22.7K - $25.1K
|
6.63K
$578K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
188New |
$22.5K - $24.9K
|
188
$16.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
184+ 6.81% |
$22K - $24.3K
|
2.88K
$251K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
177+ 171.84% |
$21.2K - $23.4K
|
280
$24.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
175New |
$20.9K - $23.1K
|
175
$15.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
171+ 42.75% |
$20.5K - $22.6K
|
571
$49.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
168+ 10.3% |
$20.1K - $22.2K
|
1.8K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
167+ 3.24% |
$20K - $22.1K
|
5.33K
$464K
|