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
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.11% |
$446 - $591
|
2.71K
$750K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$297 - $394
|
2
$554
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$297 - $394
|
2
$554
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.02% |
$149 - $197
|
99
$27.4K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-1- 0.05% |
$149 - $197
|
1.97K
$545K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 5.88% |
$149 - $197
|
16
$4.43K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 3.13% |
$297 - $394
|
62
$17.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 14.29% |
$297 - $394
|
12
$3.32K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.15% |
$446 - $591
|
1.95K
$540K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3- 0.23% |
$446 - $591
|
1.31K
$362K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 4.0% |
$594 - $788
|
96
$26.6K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4- 0.2% |
$594 - $788
|
2.04K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5- 3.55% |
$743 - $985
|
136
$37.6K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8- 0.14% |
$1.19K - $1.58K
|
5.68K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-8- 5.71% |
$1.19K - $1.58K
|
132
$36.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.17% |
$1.49K - $1.97K
|
5.93K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 18.18% |
$1.78K - $2.37K
|
54
$14.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12- 0.17% |
$1.78K - $2.37K
|
7.04K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-13- 2.62% |
$1.93K - $2.56K
|
483
$134K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-14- 0.08% |
$2.08K - $2.76K
|
17.6K
$4.87M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-15- 0.89% |
$2.23K - $2.96K
|
1.68K
$464K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19- 0.6% |
$2.82K - $3.74K
|
3.16K
$876K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-20- 1.52% |
$2.97K - $3.94K
|
1.29K
$358K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-21- 10.29% |
$3.12K - $4.14K
|
183
$50.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22- 5.47% |
$3.27K - $4.34K
|
380
$105K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22- 2.01% |
$3.27K - $4.34K
|
1.07K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-25- 0.12% |
$3.71K - $4.93K
|
21K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-26- 0.78% |
$3.86K - $5.12K
|
3.33K
$920K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-30- 0.3% |
$4.46K - $5.91K
|
9.86K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-34- 2.52% |
$5.05K - $6.7K
|
1.31K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 5.71% |
$5.35K - $7.1K
|
594
$164K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-38- 1.66% |
$5.64K - $7.49K
|
2.25K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-39- 0.39% |
$5.79K - $7.69K
|
9.84K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39- 1.1% |
$5.79K - $7.69K
|
3.5K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-43- 2.01% |
$6.39K - $8.47K
|
2.1K
$582K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-45- 2.54% |
$6.68K - $8.87K
|
1.73K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-46- 0.38% |
$6.83K - $9.07K
|
12K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-52- 1.49% |
$7.72K - $10.2K
|
3.44K
$953K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-54- 9.64% |
$8.02K - $10.6K
|
506
$140K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-55- 2.35% |
$8.17K - $10.8K
|
2.29K
$633K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-55- 2.91% |
$8.17K - $10.8K
|
1.84K
$509K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-55- 0.66% |
$8.17K - $10.8K
|
8.25K
$2.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-60- 23.08% |
$8.91K - $11.8K
|
200
$55.4K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-61- 3.08% |
$9.06K - $12K
|
1.92K
$531K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-62- 2.24% |
$9.21K - $12.2K
|
2.7K
$748K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-64- 0.95% |
$9.51K - $12.6K
|
6.7K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-65- 3.33% |
$9.65K - $12.8K
|
1.89K
$523K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-66- 1.75% |
$9.8K - $13K
|
3.7K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-67- 13.11% |
$9.95K - $13.2K
|
444
$123K
|