Purchases and Sales Made in Q1 2024 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
140+ 7.39% |
$20.8K - $27.6K
|
2.03K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
138+ 1.9% |
$20.5K - $27.2K
|
7.39K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
134+ 3.35% |
$19.9K - $26.4K
|
4.13K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
129+ 76.79% |
$19.2K - $25.4K
|
297
$82.2K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
129+ 97.73% |
$19.2K - $25.4K
|
261
$72.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129+ 1.23% |
$19.2K - $25.4K
|
10.6K
$2.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
127New |
$18.9K - $25K
|
127
$35.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
126+ 1.22% |
$18.7K - $24.8K
|
10.4K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 254.17% |
$18.1K - $24K
|
170
$47.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
121+ 78.57% |
$18K - $23.8K
|
275
$76.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
121+ 6.03% |
$18K - $23.8K
|
2.13K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
118+ 47.39% |
$17.5K - $23.3K
|
367
$102K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
118+ 14.13% |
$17.5K - $23.3K
|
953
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
113+ 5.28% |
$16.8K - $22.3K
|
2.25K
$624K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
109New |
$16.2K - $21.5K
|
109
$30.2K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
108+ 5.65% |
$16K - $21.3K
|
2.02K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 2.96% |
$15.7K - $20.9K
|
3.69K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
105+ 2.5% |
$15.6K - $20.7K
|
4.31K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
104+ 34.67% |
$15.4K - $20.5K
|
404
$112K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100New |
$14.9K - $19.7K
|
100
$27.7K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
99+ 0.35% |
$14.7K - $19.5K
|
28.1K
$7.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
98+ 6.78% |
$14.6K - $19.3K
|
1.54K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
97+ 2.97% |
$14.4K - $19.1K
|
3.37K
$932K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
94+ 2.55% |
$14K - $18.5K
|
3.79K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88+ 0.16% |
$13.1K - $17.3K
|
53.7K
$14.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
86+ 4.26% |
$12.8K - $16.9K
|
2.11K
$583K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
85+ 2.28% |
$12.6K - $16.8K
|
3.81K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
82+ 1.56% |
$12.2K - $16.2K
|
5.36K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
73+ 4.24% |
$10.8K - $14.4K
|
1.79K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
72New |
$10.7K - $14.2K
|
72
$19.9K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
71+ 0.48% |
$10.5K - $14K
|
15K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
69+ 2.87% |
$10.2K - $13.6K
|
2.48K
$685K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
69+ 3.29% |
$10.2K - $13.6K
|
2.16K
$599K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
67+ 2.0% |
$9.95K - $13.2K
|
3.42K
$946K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
66+ 4.28% |
$9.8K - $13K
|
1.61K
$445K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
65+ 1.18% |
$9.65K - $12.8K
|
5.59K
$1.55M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
63+ 0.55% |
$9.36K - $12.4K
|
11.5K
$3.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63+ 6.08% |
$9.36K - $12.4K
|
1.1K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
62+ 32.63% |
$9.21K - $12.2K
|
252
$69.8K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
61New |
$9.06K - $12K
|
61
$16.9K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
58+ 0.2% |
$8.61K - $11.4K
|
29.3K
$8.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
57New |
$8.47K - $11.2K
|
57
$15.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57+ 13.64% |
$8.47K - $11.2K
|
475
$131K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50New |
$7.43K - $9.85K
|
50
$13.8K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 2.37% |
$7.43K - $9.85K
|
2.16K
$599K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
49New |
$7.28K - $9.66K
|
49
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
47+ 4.16% |
$6.98K - $9.26K
|
1.18K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
45+ 2.95% |
$6.68K - $8.87K
|
1.57K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
44New |
$6.53K - $8.67K
|
44
$12.2K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
44+ 1.63% |
$6.53K - $8.67K
|
2.74K
$759K
|