Purchases and Sales Made in Q3 2024 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q3 2024. 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 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-111- 4.09% |
$21.9K - $25.6K
|
2.6K
$728K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-111- 2.45% |
$21.9K - $25.6K
|
4.43K
$1.24M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-111- 22.38% |
$21.9K - $25.6K
|
385
$108K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-115- 40.78% |
$22.7K - $26.6K
|
167
$46.7K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-116- 89.92% |
$22.9K - $26.8K
|
13
$3.64K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-119- 7.13% |
$23.5K - $27.5K
|
1.55K
$433K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-121- 22.96% |
$23.9K - $28K
|
406
$114K
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-123- 6.23% |
$24.3K - $28.4K
|
1.85K
$518K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-123- 2.18% |
$24.3K - $28.4K
|
5.52K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-123- 9.59% |
$24.3K - $28.4K
|
1.16K
$324K
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-129- 0.4% |
$25.4K - $29.8K
|
32.3K
$9.02M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-133- 0.91% |
$26.2K - $30.7K
|
14.4K
$4.03M
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-133- 7.09% |
$26.2K - $30.7K
|
1.74K
$487K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-135- 10.34% |
$26.6K - $31.2K
|
1.17K
$327K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-136- 3.91% |
$26.8K - $31.4K
|
3.34K
$934K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-137- 2.52% |
$27K - $31.6K
|
5.29K
$1.48M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-150- 21.13% |
$29.6K - $34.7K
|
560
$157K
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-155- 1.59% |
$30.6K - $35.8K
|
9.62K
$2.69M
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-160- 0.55% |
$31.6K - $37K
|
28.8K
$8.07M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 18.99% |
$31.8K - $37.2K
|
687
$192K
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-165- 0.98% |
$32.5K - $38.1K
|
16.8K
$4.68M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-165- 15.6% |
$32.5K - $38.1K
|
893
$250K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-169- 5.78% |
$33.3K - $39K
|
2.75K
$770K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-170- 2.06% |
$33.5K - $39.3K
|
8.08K
$2.26M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-176- 91.19% |
$34.7K - $40.7K
|
17
$4.75K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-177- 7.48% |
$34.9K - $40.9K
|
2.19K
$612K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-177- 5.99% |
$34.9K - $40.9K
|
2.78K
$777K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-179- 26.06% |
$35.3K - $41.3K
|
508
$142K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-181- 3.15% |
$35.7K - $41.8K
|
5.57K
$1.56M
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-183- 3.03% |
$36.1K - $42.3K
|
5.86K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-193- 20.27% |
$38.1K - $44.6K
|
759
$212K
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-208- 3.78% |
$41K - $48K
|
5.3K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-211- 9.77% |
$41.6K - $48.7K
|
1.95K
$545K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-213- 3.51% |
$42K - $49.2K
|
5.86K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-217- 1.47% |
$42.8K - $50.1K
|
14.5K
$4.06M
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-220- 5.94% |
$43.4K - $50.8K
|
3.48K
$974K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-231- 20.09% |
$45.6K - $53.4K
|
919
$257K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-235- 4.49% |
$46.3K - $54.3K
|
5K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-236- 7.84% |
$46.5K - $54.5K
|
2.77K
$775K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-237- 1.72% |
$46.7K - $54.7K
|
13.5K
$3.78M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-241- 29.39% |
$47.5K - $55.7K
|
579
$162K
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-247- 0.56% |
$48.7K - $57.1K
|
43.8K
$12.3M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-262- 19.71% |
$51.7K - $60.5K
|
1.07K
$298K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-271- 21.17% |
$53.4K - $62.6K
|
1.01K
$282K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 19.58% |
$53.8K - $63.1K
|
1.12K
$313K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-297- 9.18% |
$58.6K - $68.6K
|
2.94K
$822K
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-314- 86.74% |
$61.9K - $72.5K
|
48
$13.4K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-318- 12.02% |
$62.7K - $73.5K
|
2.33K
$651K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-321- 22.4% |
$63.3K - $74.2K
|
1.11K
$311K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-329- 4.66% |
$64.9K - $76K
|
6.74K
$1.88M
|