Purchases and Sales Made in Q4 2023 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2023. 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 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.54K+ 100.0% |
$100K - $117K
|
3.07K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 2.2% |
$100K - $117K
|
71.2K
$6.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.52K+ 0.16% |
$99.1K - $116K
|
955K
$83.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.47K+ 25.63% |
$95.9K - $112K
|
7.2K
$627K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.39K+ 8.73% |
$90.5K - $106K
|
17.3K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.39K+ 12.86% |
$90.4K - $106K
|
12.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 29.39% |
$90.1K - $106K
|
6.08K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.33KNew |
$86.7K - $102K
|
1.33K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.3K+ 21.1% |
$85K - $99.7K
|
7.48K
$651K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.28KNew |
$83.3K - $97.6K
|
1.28K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.26K+ 0.84% |
$82.2K - $96.4K
|
151K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.23K+ 1.49% |
$80.2K - $93.9K
|
83.4K
$7.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.23K+ 2.14% |
$80.2K - $93.9K
|
58.6K
$5.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.23K+ 0.13% |
$80K - $93.7K
|
980K
$85.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.19K+ 6.28% |
$77.4K - $90.7K
|
20.1K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.15K+ 9.54% |
$74.9K - $87.7K
|
13.2K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.13K+ 77.66% |
$74K - $86.7K
|
2.59K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.13K+ 6.85% |
$73.7K - $86.4K
|
17.6K
$1.53M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.11KNew |
$72.4K - $84.9K
|
1.11K
$96.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.1K+ 7.32% |
$71.6K - $83.9K
|
16.1K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.06K+ 18.28% |
$69.2K - $81.1K
|
6.86K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 4.56% |
$69.2K - $81.1K
|
24.3K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.05K+ 93.17% |
$68.6K - $80.4K
|
2.18K
$190K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.05K+ 2.38% |
$68.5K - $80.3K
|
45.2K
$3.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.03K+ 25.67% |
$67.2K - $78.8K
|
5.04K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 10.04% |
$67K - $78.5K
|
11.2K
$979K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
988New |
$64.5K - $75.6K
|
988
$86.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
957+ 20.16% |
$62.5K - $73.2K
|
5.7K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
918+ 19.96% |
$59.9K - $70.2K
|
5.52K
$481K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
918New |
$59.9K - $70.2K
|
918
$80K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
917+ 9.11% |
$59.9K - $70.1K
|
11K
$957K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
912+ 4.24% |
$59.5K - $69.8K
|
22.4K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
911+ 23.75% |
$59.5K - $69.7K
|
4.75K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
876+ 27.17% |
$57.2K - $67K
|
4.1K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
865+ 0.27% |
$56.5K - $66.2K
|
320K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
859+ 2.07% |
$56.1K - $65.7K
|
42.4K
$3.69M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
787+ 3.86% |
$51.4K - $60.2K
|
21.2K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
778+ 0.38% |
$50.8K - $59.5K
|
204K
$17.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
771+ 122.77% |
$50.3K - $59K
|
1.4K
$122K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
763New |
$49.8K - $58.4K
|
763
$66.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
749+ 9.68% |
$48.9K - $57.3K
|
8.48K
$739K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
740+ 3.07% |
$48.3K - $56.6K
|
24.9K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
727+ 2.67% |
$47.5K - $55.6K
|
28K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
717+ 0.37% |
$46.8K - $54.8K
|
192K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.65% |
$45.7K - $53.5K
|
109K
$9.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
697+ 3.5% |
$45.5K - $53.3K
|
20.6K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
690+ 8.45% |
$45K - $52.8K
|
8.86K
$772K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
678+ 9.92% |
$44.3K - $51.9K
|
7.52K
$655K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
674+ 10.34% |
$44K - $51.6K
|
7.19K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
665+ 7.92% |
$43.4K - $50.9K
|
9.06K
$789K
|