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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
817+ 33.13% |
$114K - $137K
|
3.28K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
812+ 36.25% |
$113K - $136K
|
3.05K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
811+ 1.47% |
$113K - $136K
|
56K
$4.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
802+ 1.41% |
$112K - $134K
|
57.8K
$5.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
800+ 4.35% |
$112K - $134K
|
19.2K
$1.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
781+ 26.32% |
$109K - $131K
|
3.75K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
771+ 8.87% |
$108K - $129K
|
9.46K
$824K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
767+ 0.21% |
$107K - $128K
|
358K
$31.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
750+ 208.33% |
$105K - $125K
|
1.11K
$96.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
750+ 16.34% |
$105K - $125K
|
5.34K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
748New |
$105K - $125K
|
748
$65.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
747+ 30.61% |
$104K - $125K
|
3.19K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
746New |
$104K - $125K
|
746
$65K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
744+ 4.08% |
$104K - $124K
|
19K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
743+ 27.07% |
$104K - $124K
|
3.49K
$304K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
742+ 22.3% |
$104K - $124K
|
4.07K
$354K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
735New |
$103K - $123K
|
735
$64K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
703+ 7.73% |
$98.2K - $118K
|
9.8K
$854K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
700New |
$97.8K - $117K
|
700
$61K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
696+ 2.39% |
$97.3K - $116K
|
29.9K
$2.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
696+ 2.73% |
$97.3K - $116K
|
26.2K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
694+ 3.41% |
$97K - $116K
|
21.1K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
687+ 3.41% |
$96K - $115K
|
20.8K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
678+ 2.87% |
$94.7K - $113K
|
24.3K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
666+ 12.88% |
$93.1K - $111K
|
5.84K
$508K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
661+ 7.73% |
$92.4K - $111K
|
9.21K
$802K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
651+ 8.74% |
$91K - $109K
|
8.1K
$706K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
650+ 7.8% |
$90.8K - $109K
|
8.99K
$783K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
633+ 10.17% |
$88.5K - $106K
|
6.86K
$597K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
628+ 10.41% |
$87.8K - $105K
|
6.66K
$580K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
615+ 44.73% |
$85.9K - $103K
|
1.99K
$173K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
609New |
$85.1K - $102K
|
609
$53K
|
|
|
Jan 20, 2023
Q4 2022
|
Presima Inc.
|
BUY
|
- |
600+ 17.65% |
$83.8K - $100K
|
4K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
596+ 27.08% |
$83.3K - $99.7K
|
2.8K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
568+ 19.03% |
$79.4K - $95K
|
3.55K
$309K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
561+ 39.07% |
$78.4K - $93.8K
|
2K
$174K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
557+ 11.92% |
$77.8K - $93.2K
|
5.23K
$455K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
540+ 8.55% |
$75.5K - $90.3K
|
6.86K
$597K
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
534+ 0.74% |
$74.6K - $89.3K
|
72.3K
$6.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
530New |
$74.1K - $88.7K
|
530
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
525+ 0.15% |
$73.4K - $87.8K
|
345K
$30M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
501+ 3.59% |
$70K - $83.8K
|
14.5K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
499+ 1.13% |
$69.7K - $83.5K
|
44.8K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
494+ 13.74% |
$69K - $82.6K
|
4.09K
$356K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
482+ 18.82% |
$67.4K - $80.6K
|
3.04K
$265K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
479+ 9.84% |
$66.9K - $80.1K
|
5.35K
$466K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
474+ 8.89% |
$66.2K - $79.3K
|
5.81K
$506K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
472New |
$66K - $79K
|
472
$41.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
471+ 29.44% |
$65.8K - $78.8K
|
2.07K
$180K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
469+ 25.15% |
$65.5K - $78.5K
|
2.33K
$203K
|