Latest Institutional Transactions on Sap Se (SAP)
This table provides information on the latest institutional transactions involving Sap Se (SAP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
34New |
$5.05K - $6.7K
|
34
$9.17K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14New |
$2.08K - $2.76K
|
14
$3.78K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
490New |
$72.8K - $96.6K
|
490
$132K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-116- 35.69% |
$17.2K - $22.9K
|
209
$56.4K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 18.18% |
$1.78K - $2.37K
|
54
$14.6K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
570New |
$84.7K - $112K
|
570
$154K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$297 - $394
|
2
$539
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
7.1KNew |
$1.05M - $1.4M
|
7.1K
$1.91M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
4.87KNew |
$723K - $959K
|
4.87K
$1.31M
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.07KNew |
$159K - $211K
|
1.07K
$289K
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-5.63K- 83.3% |
$835K - $1.11M
|
1.13K
$304K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-223- 2.97% |
$33.1K - $44K
|
7.28K
$1.96M
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.06KNew |
$157K - $209K
|
1.06K
$286K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
597New |
$88.7K - $118K
|
597
$161K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
304New |
$45.2K - $59.9K
|
304
$82K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-90- 2.59% |
$13.4K - $17.7K
|
3.38K
$913K
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2.42K- 29.56% |
$359K - $477K
|
5.76K
$1.55M
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$1.78K - $2.37K
|
12
$3.24K
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-150- 5.84% |
$22.3K - $29.6K
|
2.42K
$653K
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-55- 2.35% |
$8.17K - $10.8K
|
2.29K
$616K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100New |
$14.9K - $19.7K
|
100
$27K
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
178KNew |
$26.4M - $35M
|
178K
$47.9M
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-8.52K- 86.35% |
$1.27M - $1.68M
|
1.35K
$363K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14New |
$2.08K - $2.76K
|
14
$3.78K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-66- 1.75% |
$9.8K - $13K
|
3.7K
$997K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
57New |
$8.47K - $11.2K
|
57
$15.4K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50New |
$7.43K - $9.85K
|
50
$13.5K
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.08KNew |
$161K - $213K
|
1.08K
$292K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
6New |
$891 - $1.18K
|
6
$1.62K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 4.0% |
$594 - $788
|
96
$25.9K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
6KNew |
$891K - $1.18M
|
6K
$1.62M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 14.29% |
$297 - $394
|
12
$3.24K
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
581+ 17.13% |
$86.3K - $115K
|
3.97K
$1.07M
|
|
Q4 2023 | |||||||
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
149New |
$19K - $23.9K
|
149
$40.2K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
83New |
$10.6K - $13.3K
|
83
$22.4K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
34New |
$4.34K - $5.45K
|
34
$9.17K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38New |
$4.85K - $6.09K
|
38
$10.3K
|
|
Feb 14, 2024
Q4 2023
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-432K- 28.59% |
$55.1M - $69.1M
|
1.08M
$291M
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
45KNew |
$5.74M - $7.21M
|
45K
$12.1M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24New |
$3.06K - $3.84K
|
24
$6.47K
|
|
Feb 14, 2024
Q4 2023
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
16.1KNew |
$2.05M - $2.58M
|
16.1K
$4.34M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.87KNew |
$366K - $460K
|
2.87K
$774K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.97K- 24.09% |
$379K - $475K
|
9.35K
$2.52M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.41KNew |
$179K - $225K
|
1.41K
$379K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
205New |
$26.2K - $32.8K
|
205
$55.3K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.8K- 59.14% |
$1.5M - $1.89M
|
8.14K
$2.2M
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-8.75K- 67.61% |
$1.12M - $1.4M
|
4.19K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$1.79K - $2.24K
|
14
$3.78K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
35New |
$4.47K - $5.61K
|
35
$9.44K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-29- 8.03% |
$3.7K - $4.64K
|
332
$89.6K
|