Purchases and Sales Made in Q4 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q4 2024. 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 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
903+ 2.61% |
$73K - $85.6K
|
35.5K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
902+ 6.52% |
$72.9K - $85.5K
|
14.7K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
872New |
$70.5K - $82.6K
|
872
$76K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
869+ 13.75% |
$70.2K - $82.4K
|
7.19K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
828+ 15.54% |
$66.9K - $78.5K
|
6.16K
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
820New |
$66.3K - $77.7K
|
820
$71.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
812New |
$65.6K - $77K
|
812
$70.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
803+ 8.07% |
$64.9K - $76.1K
|
10.8K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
794+ 329.46% |
$64.2K - $75.2K
|
1.04K
$90.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
787+ 1.91% |
$63.6K - $74.6K
|
42K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
770+ 107.24% |
$62.2K - $73K
|
1.49K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
762+ 0.72% |
$61.6K - $72.2K
|
107K
$9.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
753+ 4183.33% |
$60.8K - $71.4K
|
771
$67.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
724+ 20.57% |
$58.5K - $68.6K
|
4.24K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
722+ 8.26% |
$58.3K - $68.4K
|
9.46K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
717+ 16.16% |
$57.9K - $68K
|
5.16K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
705+ 7.38% |
$57K - $66.8K
|
10.3K
$893K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
699+ 6.42% |
$56.5K - $66.2K
|
11.6K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
677+ 26.98% |
$54.7K - $64.2K
|
3.19K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
669+ 6.2% |
$54.1K - $63.4K
|
11.5K
$999K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
654+ 9.46% |
$52.8K - $62K
|
7.57K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
646+ 24.48% |
$52.2K - $61.2K
|
3.29K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
641New |
$51.8K - $60.7K
|
641
$55.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
629+ 2.06% |
$50.8K - $59.6K
|
31.1K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
629+ 1.49% |
$50.8K - $59.6K
|
42.9K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
621+ 1.8% |
$50.2K - $58.9K
|
35.1K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600New |
$48.5K - $56.9K
|
600
$52.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
592+ 1.25% |
$47.8K - $56.1K
|
48K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
587+ 0.22% |
$47.4K - $55.6K
|
266K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
572+ 4.05% |
$46.2K - $54.2K
|
14.7K
$1.28M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
561+ 126.07% |
$45.3K - $53.2K
|
1.01K
$87.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
556+ 7.95% |
$44.9K - $52.7K
|
7.55K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
549+ 11.26% |
$44.4K - $52K
|
5.43K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
538+ 5.05% |
$43.5K - $51K
|
11.2K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
535+ 2.21% |
$43.2K - $50.7K
|
24.8K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
534+ 0.7% |
$43.2K - $50.6K
|
77.3K
$6.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
515New |
$41.6K - $48.8K
|
515
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
501+ 9.52% |
$40.5K - $47.5K
|
5.76K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
498New |
$40.2K - $47.2K
|
498
$43.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
496+ 15.09% |
$40.1K - $47K
|
3.78K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
476+ 1.61% |
$38.5K - $45.1K
|
30K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
460+ 1.79% |
$37.2K - $43.6K
|
26.2K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
434+ 9.91% |
$35.1K - $41.1K
|
4.81K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
410+ 2.48% |
$33.1K - $38.9K
|
16.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
399New |
$32.2K - $37.8K
|
399
$34.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
392+ 2.47% |
$31.7K - $37.1K
|
16.2K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
386+ 6.75% |
$31.2K - $36.6K
|
6.1K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
374+ 2.88% |
$30.2K - $35.4K
|
13.4K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
370+ 3.26% |
$29.9K - $35.1K
|
11.7K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
366+ 8.59% |
$29.6K - $34.7K
|
4.63K
$403K
|