Purchases and Sales Made in Q2 2023 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.65% |
$2.78K - $3.02K
|
3.41K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.53% |
$2.27K - $2.47K
|
3.39K
$1.04M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
17+ 0.39% |
$2.15K - $2.33K
|
4.38K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 30.91% |
$2.15K - $2.33K
|
72
$22.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
17New |
$2.15K - $2.33K
|
17
$5.21K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
16+ 0.08% |
$2.02K - $2.2K
|
20.6K
$6.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.02% |
$2.02K - $2.2K
|
71.7K
$22M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 1.54% |
$2.02K - $2.2K
|
1.05K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15+ 0.8% |
$1.89K - $2.06K
|
1.9K
$582K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14New |
$1.77K - $1.92K
|
14
$4.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 2.83% |
$1.77K - $1.92K
|
509
$156K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12New |
$1.52K - $1.65K
|
12
$3.68K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11+ 0.68% |
$1.39K - $1.51K
|
1.63K
$498K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 7.87% |
$1.26K - $1.37K
|
137
$42K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
9+ 0.49% |
$1.14K - $1.24K
|
1.83K
$561K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
7+ 0.34% |
$884 - $961
|
2.05K
$627K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6+ 0.28% |
$758 - $824
|
2.13K
$651K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 1.27% |
$253 - $275
|
160
$49K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.01% |
$126 - $137
|
7.05K
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.02% |
$126 - $137
|
6.63K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.06% |
$126 - $137
|
1.69K
$518K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 14.29% |
$253 - $275
|
12
$3.68K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2- 0.02% |
$253 - $275
|
8.47K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 9.52% |
$505 - $549
|
38
$11.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 20.0% |
$505 - $549
|
16
$4.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.63% |
$632 - $686
|
788
$241K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.04% |
$758 - $824
|
15.2K
$4.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7- 0.26% |
$884 - $961
|
2.72K
$832K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7- 4.86% |
$884 - $961
|
137
$42K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 20.51% |
$1.01K - $1.1K
|
31
$9.49K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8- 1.59% |
$1.01K - $1.1K
|
496
$152K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-9- 0.28% |
$1.14K - $1.24K
|
3.17K
$972K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 13.25% |
$1.39K - $1.51K
|
72
$22.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-13- 2.5% |
$1.64K - $1.78K
|
507
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17- 1.61% |
$2.15K - $2.33K
|
1.04K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 65.52% |
$2.4K - $2.61K
|
10
$3.06K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-19- 0.9% |
$2.4K - $2.61K
|
2.09K
$640K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 1.14% |
$2.53K - $2.75K
|
1.74K
$531K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20- 4.07% |
$2.53K - $2.75K
|
472
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20- 0.2% |
$2.53K - $2.75K
|
9.94K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-22- 12.94% |
$2.78K - $3.02K
|
148
$45.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 2.61% |
$2.91K - $3.16K
|
858
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 12.18% |
$3.03K - $3.29K
|
173
$53K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24- 0.34% |
$3.03K - $3.29K
|
7.02K
$2.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-27- 33.75% |
$3.41K - $3.71K
|
53
$16.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-28- 4.31% |
$3.54K - $3.84K
|
621
$190K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-30- 17.44% |
$3.79K - $4.12K
|
142
$43.5K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-31- 29.81% |
$3.92K - $4.26K
|
73
$22.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-31- 0.95% |
$3.92K - $4.26K
|
3.24K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-33- 1.32% |
$4.17K - $4.53K
|
2.47K
$756K
|