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 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
468+ 36.85% |
$65.4K - $78.3K
|
1.74K
$151K
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
452+ 26.19% |
$63.2K - $75.6K
|
2.18K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
437+ 14.46% |
$61.1K - $73.1K
|
3.46K
$301K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
432+ 21.95% |
$60.4K - $72.3K
|
2.4K
$209K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
418+ 0.87% |
$58.4K - $69.9K
|
48.3K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
417New |
$58.3K - $69.8K
|
417
$36.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
416+ 13.59% |
$58.1K - $69.6K
|
3.48K
$303K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
414+ 11.75% |
$57.9K - $69.3K
|
3.94K
$343K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
407+ 11.95% |
$56.9K - $68.1K
|
3.81K
$332K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
405+ 0.68% |
$56.6K - $67.7K
|
59.7K
$5.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
400+ 754.72% |
$55.9K - $66.9K
|
453
$39.5K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.47% |
$55.9K - $66.9K
|
85.5K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
397+ 25.47% |
$55.5K - $66.4K
|
1.96K
$170K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
387+ 7.49% |
$54.1K - $64.7K
|
5.56K
$484K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
369+ 17.46% |
$51.6K - $61.7K
|
2.48K
$216K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
365+ 0.65% |
$51K - $61.1K
|
56.2K
$4.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
352+ 8.28% |
$49.2K - $58.9K
|
4.6K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
351+ 4.68% |
$49K - $58.7K
|
7.84K
$683K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
350+ 15.91% |
$48.9K - $58.5K
|
2.55K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
350New |
$48.9K - $58.5K
|
350
$30.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
350+ 7.1% |
$48.9K - $58.5K
|
5.28K
$460K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
341+ 9.16% |
$47.7K - $57K
|
4.07K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
340+ 8.46% |
$47.5K - $56.9K
|
4.36K
$380K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
339+ 5.27% |
$47.4K - $56.7K
|
6.77K
$590K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
338+ 3.38% |
$47.2K - $56.5K
|
10.3K
$901K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
329+ 2.22% |
$46K - $55K
|
15.2K
$1.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
324+ 8.1% |
$45.3K - $54.2K
|
4.32K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
318New |
$44.4K - $53.2K
|
318
$27.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
303+ 3.92% |
$42.3K - $50.7K
|
8.03K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$41.9K - $50.2K
|
300
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
300+ 11.38% |
$41.9K - $50.2K
|
2.94K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
299+ 10.55% |
$41.8K - $50K
|
3.13K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
298New |
$41.6K - $49.8K
|
298
$26K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
290+ 19.35% |
$40.5K - $48.5K
|
1.79K
$156K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
284+ 26.59% |
$39.7K - $47.5K
|
1.35K
$118K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
279New |
$39K - $46.7K
|
279
$24.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
277+ 3.51% |
$38.7K - $46.3K
|
8.17K
$712K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
260New |
$36.3K - $43.5K
|
260
$22.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
259+ 17.12% |
$36.2K - $43.3K
|
1.77K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
257+ 0.67% |
$35.9K - $43K
|
38.8K
$3.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
256+ 0.7% |
$35.8K - $42.8K
|
36.8K
$3.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
254+ 107.63% |
$35.5K - $42.5K
|
490
$42.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
247New |
$34.5K - $41.3K
|
247
$21.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
244New |
$34.1K - $40.8K
|
244
$21.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
242+ 3.97% |
$33.8K - $40.5K
|
6.34K
$552K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
238+ 46.3% |
$33.3K - $39.8K
|
752
$65.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
218+ 41.37% |
$30.5K - $36.5K
|
745
$64.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
205+ 0.24% |
$28.6K - $34.3K
|
85.6K
$7.46M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
202+ 0.65% |
$28.2K - $33.8K
|
31.2K
$2.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
202+ 2.48% |
$28.2K - $33.8K
|
8.35K
$728K
|