Purchases and Sales Made in Q1 2025 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q1 2025. 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 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-748- 23.63% |
$181K - $220K
|
2.42K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-773- 20.93% |
$187K - $227K
|
2.92K
$894K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-778- 4.27% |
$188K - $228K
|
17.4K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-786- 83.8% |
$190K - $231K
|
152
$46.6K
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-814- 48.48% |
$196K - $239K
|
865
$265K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-817- 0.27% |
$197K - $240K
|
297K
$90.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-819- 2.88% |
$198K - $241K
|
27.6K
$8.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-820- 2.48% |
$198K - $241K
|
32.3K
$9.88M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-885- 3.64% |
$214K - $260K
|
23.4K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-933- 14.41% |
$225K - $274K
|
5.54K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-945- 68.98% |
$228K - $278K
|
425
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-964- 10.34% |
$233K - $283K
|
8.36K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-997- 7.03% |
$241K - $293K
|
13.2K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.06K- 12.99% |
$256K - $311K
|
7.1K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.06K- 8.83% |
$256K - $312K
|
11K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.07K- 28.4% |
$258K - $314K
|
2.69K
$825K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.1K- 2.91% |
$267K - $324K
|
36.9K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.14K- 11.82% |
$274K - $334K
|
8.48K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.16K- 46.29% |
$280K - $340K
|
1.35K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.17K- 47.92% |
$281K - $342K
|
1.27K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.2K- 37.46% |
$289K - $352K
|
2K
$613K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.21K- 13.37% |
$293K - $356K
|
7.85K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.22K- 7.25% |
$293K - $357K
|
15.5K
$4.76M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.29K- 12.62% |
$310K - $378K
|
8.91K
$2.73M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.29K- 82.33% |
$312K - $379K
|
277
$84.8K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.35K- 1.25% |
$325K - $395K
|
107K
$32.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.37K- 17.66% |
$330K - $401K
|
6.37K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.37K- 42.44% |
$331K - $403K
|
1.86K
$570K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.4K- 6.98% |
$337K - $410K
|
18.6K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.4K- 1.77% |
$338K - $411K
|
77.6K
$23.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.41K- 19.56% |
$341K - $415K
|
5.82K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.42K- 10.52% |
$343K - $417K
|
12.1K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.42K- 26.92% |
$344K - $418K
|
3.87K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.44K- 9.52% |
$348K - $424K
|
13.7K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 8.61% |
$359K - $437K
|
15.8K
$4.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 9.14% |
$361K - $439K
|
14.9K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.51K- 43.72% |
$364K - $443K
|
1.94K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.53K- 4.01% |
$370K - $450K
|
36.7K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.54K- 10.82% |
$372K - $453K
|
12.7K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.57K- 28.53% |
$378K - $460K
|
3.92K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.58K- 9.84% |
$380K - $463K
|
14.4K
$4.42M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.58K- 18.68% |
$382K - $465K
|
6.89K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.61K- 1.5% |
$389K - $473K
|
106K
$32.4M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.65K- 2.44% |
$398K - $484K
|
65.8K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.67K- 40.48% |
$403K - $490K
|
2.46K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.71K- 9.75% |
$414K - $503K
|
15.9K
$4.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.77K- 26.28% |
$427K - $520K
|
4.96K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.78K- 35.08% |
$430K - $523K
|
3.29K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 30.57% |
$444K - $540K
|
4.18K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.93K- 38.64% |
$467K - $568K
|
3.07K
$940K
|