Purchases and Sales Made in Q3 2023 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
370New |
$47.1K - $53.6K
|
370
$97.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
368+ 1.33% |
$46.8K - $53.4K
|
28.1K
$7.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
360+ 2.3% |
$45.8K - $52.2K
|
16K
$4.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
360+ 24.19% |
$45.8K - $52.2K
|
1.85K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
343+ 23.11% |
$43.6K - $49.7K
|
1.83K
$480K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
326+ 19.19% |
$41.5K - $47.3K
|
2.03K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
325+ 8.81% |
$41.3K - $47.1K
|
4.01K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
325+ 2.56% |
$41.3K - $47.1K
|
13K
$3.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
313+ 10.75% |
$39.8K - $45.4K
|
3.23K
$848K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
306+ 2.41% |
$38.9K - $44.4K
|
13K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
304+ 1.02% |
$38.7K - $44.1K
|
30.2K
$7.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
301+ 13.44% |
$38.3K - $43.6K
|
2.54K
$668K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
295+ 12.68% |
$37.5K - $42.8K
|
2.62K
$689K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
293+ 67.51% |
$37.3K - $42.5K
|
727
$191K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
292+ 9.46% |
$37.1K - $42.3K
|
3.38K
$888K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
276+ 10.22% |
$35.1K - $40K
|
2.98K
$782K
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
274+ 1.06% |
$34.8K - $39.7K
|
26K
$6.84M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
274+ 1.06% |
$34.8K - $39.7K
|
26K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
273+ 15.25% |
$34.7K - $39.6K
|
2.06K
$542K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
252+ 376.12% |
$32K - $36.5K
|
319
$83.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
251+ 22.74% |
$31.9K - $36.4K
|
1.36K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
251+ 13.27% |
$31.9K - $36.4K
|
2.14K
$563K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
236+ 46.37% |
$30K - $34.2K
|
745
$196K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
231+ 15.31% |
$29.4K - $33.5K
|
1.74K
$457K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
224+ 7.69% |
$28.5K - $32.5K
|
3.14K
$824K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
221+ 4.19% |
$28.1K - $32K
|
5.49K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
213+ 12.9% |
$27.1K - $30.9K
|
1.86K
$490K
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
209+ 8.59% |
$26.6K - $30.3K
|
2.64K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
202+ 58.89% |
$25.7K - $29.3K
|
545
$143K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
189+ 9.25% |
$24K - $27.4K
|
2.23K
$587K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
188New |
$23.9K - $27.3K
|
188
$49.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
187+ 3.42% |
$23.8K - $27.1K
|
5.66K
$1.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
186+ 11.14% |
$23.7K - $27K
|
1.86K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
185+ 1.9% |
$23.5K - $26.8K
|
9.91K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
184+ 10.93% |
$23.4K - $26.7K
|
1.87K
$491K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
181+ 7.74% |
$23K - $26.2K
|
2.52K
$662K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
175+ 4.91% |
$22.3K - $25.4K
|
3.74K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
175+ 4.91% |
$22.3K - $25.4K
|
3.74K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
167+ 1043.75% |
$21.2K - $24.2K
|
183
$48.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
166New |
$21.1K - $24.1K
|
166
$43.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
166+ 2.76% |
$21.1K - $24.1K
|
6.18K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
162+ 3.5% |
$20.6K - $23.5K
|
4.79K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
159+ 4.52% |
$20.2K - $23.1K
|
3.68K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
154+ 1.28% |
$19.6K - $22.3K
|
12.2K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
150+ 4.63% |
$19.1K - $21.7K
|
3.39K
$892K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
150+ 3.74% |
$19.1K - $21.7K
|
4.16K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
149+ 6.38% |
$18.9K - $21.6K
|
2.49K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
149+ 1.95% |
$18.9K - $21.6K
|
7.8K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
147+ 4.31% |
$18.7K - $21.3K
|
3.56K
$936K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
139+ 6.33% |
$17.7K - $20.2K
|
2.33K
$613K
|