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 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
20New |
$2.54K - $2.9K
|
20
$5.45K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$2.29K - $2.61K
|
18
$4.91K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
17New |
$2.16K - $2.46K
|
17
$4.63K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
17New |
$2.16K - $2.46K
|
17
$4.63K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 1.07% |
$2.16K - $2.46K
|
1.6K
$436K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 2.45% |
$2.16K - $2.46K
|
710
$193K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15New |
$1.91K - $2.17K
|
15
$4.09K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 18.07% |
$1.91K - $2.17K
|
98
$26.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15+ 12.3% |
$1.91K - $2.17K
|
137
$37.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
13+ 0.01% |
$1.65K - $1.88K
|
141K
$38.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 8.03% |
$1.4K - $1.59K
|
148
$40.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
11+ 0.6% |
$1.4K - $1.59K
|
1.84K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
10+ 0.07% |
$1.27K - $1.45K
|
13.9K
$3.78M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 25.0% |
$1.27K - $1.45K
|
50
$13.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$1.14K - $1.3K
|
9
$2.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9+ 0.76% |
$1.14K - $1.3K
|
1.19K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8+ 0.03% |
$1.02K - $1.16K
|
29.6K
$8.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8+ 38.1% |
$1.02K - $1.16K
|
29
$7.9K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$763 - $870
|
6
$1.64K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.31% |
$763 - $870
|
1.93K
$527K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 13.16% |
$636 - $725
|
43
$11.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
3+ 0.04% |
$382 - $435
|
7.05K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 6.45% |
$254 - $290
|
33
$8.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2+ 3.33% |
$254 - $290
|
62
$16.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 0.55% |
$127 - $145
|
183
$49.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Henry James International Management Inc.
|
BUY
|
- |
1+ 0.0% |
$127 - $145
|
41.1K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.04% |
$254 - $290
|
5.59K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.16% |
$382 - $435
|
1.9K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 4.17% |
$382 - $435
|
69
$18.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 3.85% |
$382 - $435
|
75
$20.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.31% |
$509 - $580
|
169
$46.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6- 4.96% |
$763 - $870
|
115
$31.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.17% |
$890 - $1.01K
|
4.2K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7- 14.58% |
$890 - $1.01K
|
41
$11.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.24% |
$890 - $1.01K
|
2.91K
$794K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-7- 21.88% |
$890 - $1.01K
|
25
$6.81K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-7- 0.34% |
$890 - $1.01K
|
2.04K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.45% |
$1.27K - $1.45K
|
2.23K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12- 0.09% |
$1.53K - $1.74K
|
13.9K
$3.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.67% |
$1.78K - $2.03K
|
2.08K
$566K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15- 6.12% |
$1.91K - $2.17K
|
230
$62.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-17- 0.63% |
$2.16K - $2.46K
|
2.66K
$725K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-25- 5.83% |
$3.18K - $3.62K
|
404
$110K
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-30- 0.56% |
$3.82K - $4.35K
|
5.35K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-33- 1.77% |
$4.2K - $4.78K
|
1.83K
$500K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-33- 0.72% |
$4.2K - $4.78K
|
4.54K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 50.0% |
$4.58K - $5.22K
|
36
$9.81K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-40- 1.24% |
$5.09K - $5.8K
|
3.19K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-49- 9.14% |
$6.23K - $7.1K
|
487
$133K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-50- 1.01% |
$6.36K - $7.25K
|
4.9K
$1.33M
|