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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
626+ 50.4% |
$151K - $184K
|
1.87K
$572K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
618New |
$149K - $182K
|
618
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
610+ 56.01% |
$147K - $179K
|
1.7K
$521K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
603+ 52.85% |
$146K - $177K
|
1.74K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
603+ 3.29% |
$146K - $177K
|
18.9K
$5.79M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
600New |
$145K - $176K
|
600
$184K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
586+ 4.66% |
$141K - $172K
|
13.2K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
586+ 12.24% |
$141K - $172K
|
5.38K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
583+ 2.84% |
$141K - $171K
|
21.1K
$6.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
576+ 2.09% |
$139K - $169K
|
28.1K
$8.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
574+ 10.3% |
$139K - $169K
|
6.15K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
570+ 55.94% |
$138K - $167K
|
1.59K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
562+ 58.85% |
$136K - $165K
|
1.52K
$465K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
550+ 17.22% |
$133K - $162K
|
3.74K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
537+ 30.46% |
$130K - $158K
|
2.3K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
532+ 10.8% |
$128K - $156K
|
5.46K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
525+ 4.17% |
$127K - $154K
|
13.1K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
513+ 47.11% |
$124K - $151K
|
1.6K
$491K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
480New |
$116K - $141K
|
480
$147K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
479+ 82.73% |
$116K - $141K
|
1.06K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
477+ 0.57% |
$115K - $140K
|
84.5K
$25.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
464+ 7.96% |
$112K - $136K
|
6.3K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
460+ 14.27% |
$111K - $135K
|
3.68K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
444+ 16.29% |
$107K - $130K
|
3.17K
$971K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
443+ 31.6% |
$107K - $130K
|
1.85K
$565K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
443+ 31.18% |
$107K - $130K
|
1.86K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
426+ 8.22% |
$103K - $125K
|
5.61K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
419+ 3.48% |
$101K - $123K
|
12.4K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
415+ 1.84% |
$100K - $122K
|
23K
$7.04M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
411+ 5.7% |
$99.2K - $121K
|
7.63K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
404+ 9.79% |
$97.5K - $119K
|
4.53K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
400New |
$96.6K - $117K
|
400
$123K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
399+ 1.87% |
$96.3K - $117K
|
21.8K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
396+ 6.21% |
$95.6K - $116K
|
6.77K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
392+ 61.93% |
$94.6K - $115K
|
1.03K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
392New |
$94.6K - $115K
|
392
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
390+ 34.24% |
$94.1K - $115K
|
1.53K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
381+ 8.33% |
$92K - $112K
|
4.95K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
371+ 17.99% |
$89.6K - $109K
|
2.43K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
370+ 3.23% |
$89.3K - $109K
|
11.8K
$3.62M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
359+ 15.96% |
$86.7K - $105K
|
2.61K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
355+ 3.76% |
$85.7K - $104K
|
9.8K
$3M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
353+ 8.16% |
$85.2K - $104K
|
4.68K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
336+ 34.32% |
$81.1K - $98.7K
|
1.32K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
323+ 48.28% |
$78K - $94.9K
|
992
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
312+ 8.69% |
$75.3K - $91.6K
|
3.9K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
304+ 3.53% |
$73.4K - $89.3K
|
8.91K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
300New |
$72.4K - $88.1K
|
300
$91.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
299+ 20.42% |
$72.2K - $87.8K
|
1.76K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
297New |
$71.7K - $87.2K
|
297
$91K
|