Purchases and Sales Made in Q4 2022 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2022. 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 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
64+ 16.2% |
$8.94K - $10.7K
|
459
$40K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61+ 7.59% |
$8.52K - $10.2K
|
865
$75.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
61+ 4.23% |
$8.52K - $10.2K
|
1.5K
$131K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
59+ 2.42% |
$8.24K - $9.87K
|
2.5K
$217K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
56New |
$7.83K - $9.37K
|
56
$4.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56+ 2.81% |
$7.83K - $9.37K
|
2.05K
$178K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
53+ 2.72% |
$7.41K - $8.87K
|
2K
$174K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
52+ 0.11% |
$7.27K - $8.7K
|
46.4K
$4.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
51+ 9.68% |
$7.13K - $8.53K
|
578
$50.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
50+ 3.23% |
$6.99K - $8.36K
|
1.6K
$139K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
50+ 1.2% |
$6.99K - $8.36K
|
4.21K
$367K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
50+ 208.33% |
$6.99K - $8.36K
|
74
$6.45K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
45+ 0.33% |
$6.29K - $7.53K
|
13.7K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44+ 0.1% |
$6.15K - $7.36K
|
45.3K
$3.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
43+ 2.43% |
$6.01K - $7.19K
|
1.82K
$158K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
43+ 6.74% |
$6.01K - $7.19K
|
681
$59.3K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
42+ 0.8% |
$5.87K - $7.03K
|
5.31K
$462K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
40+ 40.0% |
$5.59K - $6.69K
|
140
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 1.25% |
$5.45K - $6.52K
|
3.16K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 0.16% |
$5.17K - $6.19K
|
23.5K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
36+ 0.45% |
$5.03K - $6.02K
|
7.98K
$695K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
34New |
$4.75K - $5.69K
|
34
$2.96K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 235.71% |
$4.61K - $5.52K
|
47
$4.09K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.33% |
$4.47K - $5.35K
|
2.43K
$212K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 1.12% |
$4.47K - $5.35K
|
2.89K
$252K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
28+ 1.26% |
$3.91K - $4.68K
|
2.25K
$196K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26New |
$3.63K - $4.35K
|
26
$2.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26+ 0.99% |
$3.63K - $4.35K
|
2.65K
$231K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26New |
$3.63K - $4.35K
|
26
$2.26K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
26+ 1.43% |
$3.63K - $4.35K
|
1.84K
$160K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25New |
$3.49K - $4.18K
|
25
$2.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
24+ 1.71% |
$3.35K - $4.01K
|
1.43K
$125K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 4.24% |
$3.21K - $3.85K
|
566
$49.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23New |
$3.21K - $3.85K
|
23
$2K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
23+ 1.42% |
$3.21K - $3.85K
|
1.64K
$143K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.76% |
$3.07K - $3.68K
|
2.91K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.8% |
$3.07K - $3.68K
|
2.79K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.03% |
$2.93K - $3.51K
|
2.06K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
21+ 1.31% |
$2.93K - $3.51K
|
1.63K
$142K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
20+ 1.06% |
$2.79K - $3.35K
|
1.91K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$2.79K - $3.35K
|
20
$1.74K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 0.7% |
$2.79K - $3.35K
|
2.88K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.9% |
$2.66K - $3.18K
|
2.13K
$186K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 120.0% |
$2.52K - $3.01K
|
33
$2.87K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 4.0% |
$2.52K - $3.01K
|
468
$40.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.54% |
$2.38K - $2.84K
|
3.18K
$277K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
17+ 0.09% |
$2.38K - $2.84K
|
19.7K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
17+ 1.22% |
$2.38K - $2.84K
|
1.41K
$122K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
16+ 0.64% |
$2.24K - $2.68K
|
2.52K
$220K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$2.1K - $2.51K
|
15
$1.31K
|