Purchases and Sales Made in Q1 2023 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q1 2023. The information is specifically focused on institutions that hold shares of SAP SE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
53+ 2.61% |
$5.51K - $6.71K
|
2.08K
$505K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
52+ 1.11% |
$5.41K - $6.58K
|
4.75K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
46New |
$4.78K - $5.82K
|
46
$11.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 7.1% |
$4.47K - $5.44K
|
649
$157K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
41+ 5.69% |
$4.26K - $5.19K
|
762
$185K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
37+ 740.0% |
$3.85K - $4.68K
|
42
$10.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
36+ 0.24% |
$3.74K - $4.56K
|
15.2K
$3.68M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 4.14% |
$3.64K - $4.43K
|
881
$213K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
30+ 428.57% |
$3.12K - $3.8K
|
37
$8.97K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28+ 1.39% |
$2.91K - $3.54K
|
2.04K
$494K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 2.71% |
$2.6K - $3.16K
|
946
$229K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
25New |
$2.6K - $3.16K
|
25
$6.06K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
24+ 23.3% |
$2.5K - $3.04K
|
127
$30.8K
|
|
|
May 12, 2023
Q1 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
22+ 14.86% |
$2.29K - $2.78K
|
170
$41.2K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21+ 0.74% |
$2.18K - $2.66K
|
2.87K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.32% |
$1.87K - $2.28K
|
5.63K
$1.37M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.25% |
$1.46K - $1.77K
|
5.71K
$1.38M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
14+ 0.26% |
$1.46K - $1.77K
|
5.31K
$1.29M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13+ 0.5% |
$1.35K - $1.65K
|
2.61K
$632K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12New |
$1.25K - $1.52K
|
12
$2.91K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12+ 1.1% |
$1.25K - $1.52K
|
1.1K
$267K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12New |
$1.25K - $1.52K
|
12
$2.91K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
11New |
$1.14K - $1.39K
|
11
$2.67K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10New |
$1.04K - $1.27K
|
10
$2.42K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 17.07% |
$728 - $886
|
48
$11.6K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6+ 0.32% |
$624 - $759
|
1.9K
$460K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$520 - $633
|
5
$1.21K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$208 - $253
|
13.8K
$3.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2+ 0.12% |
$208 - $253
|
1.71K
$414K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2+ 0.1% |
$208 - $253
|
1.99K
$482K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.0% |
$208 - $253
|
81K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$104 - $127
|
1
$242
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $127
|
2.11K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 3.33% |
$104 - $127
|
29
$7.03K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 1.67% |
$104 - $127
|
59
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 9.09% |
$104 - $127
|
10
$2.42K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 1.06% |
$104 - $127
|
93
$22.5K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3- 2.42% |
$312 - $380
|
121
$29.3K
|
|
|
May 09, 2023
Q1 2023
|
Channing Global Advisors, LLC
|
SELL
|
- |
-4- 0.12% |
$416 - $506
|
3.39K
$821K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 2.48% |
$520 - $633
|
197
$47.7K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-7- 1.18% |
$728 - $886
|
586
$142K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-7- 0.08% |
$728 - $886
|
8.87K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7- 0.3% |
$728 - $886
|
2.3K
$557K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7- 25.0% |
$728 - $886
|
21
$5.09K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10- 0.06% |
$1.04K - $1.27K
|
17.4K
$4.22M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12- 0.03% |
$1.25K - $1.52K
|
46.1K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15- 93.75% |
$1.56K - $1.9K
|
1
$242
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 1.06% |
$1.66K - $2.02K
|
1.49K
$361K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21- 20.19% |
$2.18K - $2.66K
|
83
$20.1K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25- 0.19% |
$2.6K - $3.16K
|
13.1K
$3.16M
|