Purchases and Sales Made in Q3 2021 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
150+ 1.54% |
$20.3K - $22.5K
|
9.9K
$2.48M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
144+ 2.7% |
$19.4K - $21.6K
|
5.47K
$1.37M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
142+ 9.39% |
$19.2K - $21.3K
|
1.66K
$415K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
141+ 8.15% |
$19K - $21.2K
|
1.87K
$470K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
138+ 5.91% |
$18.6K - $20.7K
|
2.47K
$621K
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
131+ 0.1% |
$17.7K - $19.7K
|
137K
$34.5M
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
130+ 2.18% |
$17.6K - $19.5K
|
6.09K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
124+ 3.98% |
$16.7K - $18.6K
|
3.24K
$813K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
124+ 196.83% |
$16.7K - $18.6K
|
187
$46.9K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
119+ 2.24% |
$16.1K - $17.9K
|
5.43K
$1.36M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 5.66% |
$15.9K - $17.7K
|
2.2K
$553K
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
108+ 2.27% |
$14.6K - $16.2K
|
4.86K
$1.22M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
104+ 5.56% |
$14K - $15.6K
|
1.98K
$496K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
101+ 5.55% |
$13.6K - $15.2K
|
1.92K
$482K
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
100New |
$13.5K - $15K
|
100
$25.1K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$13.5K - $15K
|
100
$25.1K
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
97+ 1.6% |
$13.1K - $14.6K
|
6.15K
$1.54M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97+ 40.76% |
$13.1K - $14.6K
|
335
$84.1K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
88+ 1.12% |
$11.9K - $13.2K
|
7.98K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
84+ 2.05% |
$11.3K - $12.6K
|
4.18K
$1.05M
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
84+ 4.17% |
$11.3K - $12.6K
|
2.1K
$527K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
78New |
$10.5K - $11.7K
|
78
$19.6K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
77New |
$10.4K - $11.6K
|
77
$19.3K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
75+ 10.73% |
$10.1K - $11.3K
|
774
$194K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75New |
$10.1K - $11.3K
|
75
$18.8K
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
73+ 4.98% |
$9.86K - $11K
|
1.54K
$386K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
72+ 12.41% |
$9.72K - $10.8K
|
652
$164K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71+ 4.7% |
$9.59K - $10.7K
|
1.58K
$397K
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
69+ 0.31% |
$9.32K - $10.4K
|
22.3K
$5.59M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
69+ 16.24% |
$9.32K - $10.4K
|
494
$124K
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
67+ 1.01% |
$9.05K - $10.1K
|
6.71K
$1.68M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
67New |
$9.05K - $10.1K
|
67
$16.8K
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
65+ 2.08% |
$8.78K - $9.76K
|
3.19K
$802K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
60+ 333.33% |
$8.1K - $9.01K
|
78
$19.6K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
55New |
$7.43K - $8.26K
|
55
$13.8K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
54+ 6.47% |
$7.29K - $8.11K
|
889
$223K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 14.93% |
$6.75K - $7.51K
|
385
$96.6K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
49+ 2.33% |
$6.62K - $7.36K
|
2.15K
$539K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
46+ 10.95% |
$6.21K - $6.91K
|
466
$117K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
45New |
$6.08K - $6.76K
|
45
$11.3K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
44+ 20.95% |
$5.94K - $6.61K
|
254
$63.7K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
39+ 2.47% |
$5.27K - $5.86K
|
1.62K
$406K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36New |
$4.86K - $5.41K
|
36
$9.03K
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
36New |
$4.86K - $5.41K
|
36
$9.03K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 3.13% |
$4.73K - $5.26K
|
1.16K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
35+ 1.35% |
$4.73K - $5.26K
|
2.63K
$661K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
28New |
$3.78K - $4.21K
|
28
$7.03K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 5.65% |
$3.51K - $3.91K
|
486
$122K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 0.42% |
$3.51K - $3.91K
|
6.28K
$1.57M
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
25+ 1.68% |
$3.38K - $3.75K
|
1.51K
$379K
|