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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
652+ 5.14% |
$42.6K - $49.9K
|
13.3K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
630+ 19.43% |
$41.1K - $48.2K
|
3.87K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
600New |
$39.2K - $45.9K
|
600
$52.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
589+ 11.67% |
$38.4K - $45.1K
|
5.64K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
582+ 10.26% |
$38K - $44.5K
|
6.25K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
576New |
$37.6K - $44.1K
|
576
$50.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
576+ 15.67% |
$37.6K - $44.1K
|
4.25K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
572+ 6.18% |
$37.3K - $43.8K
|
9.82K
$856K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
537+ 12.85% |
$35K - $41.1K
|
4.72K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
526+ 7.77% |
$34.3K - $40.2K
|
7.3K
$635K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
519+ 12.43% |
$33.9K - $39.7K
|
4.7K
$409K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
509+ 4.38% |
$33.2K - $38.9K
|
12.1K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
508+ 11.18% |
$33.2K - $38.9K
|
5.05K
$440K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
483+ 3.77% |
$31.5K - $36.9K
|
13.3K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
480+ 9.41% |
$31.3K - $36.7K
|
5.58K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
470+ 4.25% |
$30.7K - $36K
|
11.5K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
469+ 113.83% |
$30.6K - $35.9K
|
881
$76.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
465+ 3.84% |
$30.4K - $35.6K
|
12.6K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
464New |
$30.3K - $35.5K
|
464
$40.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
464+ 6.13% |
$30.3K - $35.5K
|
8.04K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
463+ 11.18% |
$30.2K - $35.4K
|
4.6K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
458New |
$29.9K - $35K
|
458
$39.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
450+ 100.0% |
$29.4K - $34.4K
|
900
$78.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
445+ 0.91% |
$29K - $34K
|
49.1K
$4.27M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
410+ 4.05% |
$26.8K - $31.4K
|
10.5K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
410+ 8.17% |
$26.8K - $31.4K
|
5.43K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
400+ 13.11% |
$26.1K - $30.6K
|
3.45K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
398+ 1.63% |
$26K - $30.4K
|
24.9K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
395+ 9.79% |
$25.8K - $30.2K
|
4.43K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
394+ 2.69% |
$25.7K - $30.1K
|
15K
$1.31M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
384+ 20.57% |
$25.1K - $29.4K
|
2.25K
$196K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
381+ 8.26% |
$24.9K - $29.1K
|
4.99K
$435K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
373New |
$24.3K - $28.5K
|
373
$32.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
362+ 2.01% |
$23.6K - $27.7K
|
18.4K
$1.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
353+ 3.65% |
$23K - $27K
|
10K
$872K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
343+ 4.19% |
$22.4K - $26.2K
|
8.54K
$743K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
338+ 2.14% |
$22.1K - $25.9K
|
16.2K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
337+ 5.61% |
$22K - $25.8K
|
6.35K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
332+ 5.6% |
$21.7K - $25.4K
|
6.26K
$545K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
330+ 1.55% |
$21.5K - $25.2K
|
21.6K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
326New |
$21.3K - $24.9K
|
326
$28.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
321New |
$21K - $24.6K
|
321
$28K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
308+ 0.21% |
$20.1K - $23.6K
|
146K
$12.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
306+ 10.26% |
$20K - $23.4K
|
3.29K
$286K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
291+ 6.57% |
$19K - $22.3K
|
4.72K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
277+ 195.07% |
$18.1K - $21.2K
|
419
$36.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
272+ 5.18% |
$17.8K - $20.8K
|
5.53K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
270+ 0.77% |
$17.6K - $20.7K
|
35.1K
$3.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
254+ 5.52% |
$16.6K - $19.4K
|
4.86K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
247+ 18.14% |
$16.1K - $18.9K
|
1.61K
$140K
|