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
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
45+ 0.53% |
$5.38K - $5.95K
|
8.57K
$746K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43+ 1.67% |
$5.15K - $5.69K
|
2.61K
$228K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
43New |
$5.15K - $5.69K
|
43
$3.75K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
42New |
$5.03K - $5.56K
|
42
$3.66K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42+ 0.57% |
$5.03K - $5.56K
|
7.37K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41+ 0.5% |
$4.91K - $5.42K
|
8.16K
$711K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 0.09% |
$4.79K - $5.29K
|
46.9K
$4.08M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 2.32% |
$4.79K - $5.29K
|
1.77K
$154K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
37New |
$4.43K - $4.89K
|
37
$3.22K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 1.29% |
$4.43K - $4.89K
|
2.92K
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 3.47% |
$4.31K - $4.76K
|
1.07K
$93.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
35+ 5.81% |
$4.19K - $4.63K
|
637
$55.5K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
35New |
$4.19K - $4.63K
|
35
$3.05K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33New |
$3.95K - $4.37K
|
33
$2.87K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
32New |
$3.83K - $4.23K
|
32
$2.79K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32+ 4.79% |
$3.83K - $4.23K
|
700
$61K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 0.81% |
$3.71K - $4.1K
|
3.87K
$337K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
30+ 30.61% |
$3.59K - $3.97K
|
128
$11.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30+ 1.15% |
$3.59K - $3.97K
|
2.64K
$230K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
28New |
$3.35K - $3.7K
|
28
$2.44K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 113.04% |
$3.11K - $3.44K
|
49
$4.27K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 119.05% |
$2.99K - $3.31K
|
46
$4.01K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
24+ 0.33% |
$2.87K - $3.17K
|
7.38K
$643K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
23+ 0.86% |
$2.75K - $3.04K
|
2.71K
$236K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
22New |
$2.63K - $2.91K
|
22
$1.92K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
22New |
$2.63K - $2.91K
|
22
$1.92K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
21+ 75.0% |
$2.51K - $2.78K
|
49
$4.27K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18+ 0.46% |
$2.15K - $2.38K
|
3.94K
$343K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18New |
$2.15K - $2.38K
|
18
$1.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 5.48% |
$2.03K - $2.25K
|
327
$28.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
16+ 13.33% |
$1.91K - $2.12K
|
136
$11.8K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
16+ 0.87% |
$1.91K - $2.12K
|
1.86K
$162K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
16+ 0.51% |
$1.91K - $2.12K
|
3.17K
$276K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15New |
$1.79K - $1.98K
|
15
$1.31K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
14+ 0.61% |
$1.68K - $1.85K
|
2.31K
$202K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.86% |
$1.68K - $1.85K
|
1.65K
$144K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
13New |
$1.56K - $1.72K
|
13
$1.13K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 17.33% |
$1.56K - $1.72K
|
88
$7.66K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
12New |
$1.44K - $1.59K
|
12
$1.05K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
10+ 2.85% |
$1.2K - $1.32K
|
361
$31.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$1.2K - $1.32K
|
10
$871
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 1.37% |
$1.2K - $1.32K
|
741
$64.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 0.17% |
$1.2K - $1.32K
|
5.92K
$516K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
10New |
$1.2K - $1.32K
|
10
$871
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10+ 0.37% |
$1.2K - $1.32K
|
2.73K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
8+ 3.31% |
$957 - $1.06K
|
250
$21.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 1.24% |
$838 - $926
|
573
$49.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6+ 0.51% |
$718 - $794
|
1.18K
$103K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.17% |
$718 - $794
|
3.5K
$305K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 7.46% |
$598 - $661
|
72
$6.27K
|