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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-318- 12.02% |
$62.7K - $73.5K
|
2.33K
$608K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-321- 22.4% |
$63.3K - $74.2K
|
1.11K
$291K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-329- 4.66% |
$64.9K - $76K
|
6.74K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-336- 17.49% |
$66.3K - $77.6K
|
1.59K
$414K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-339- 22.84% |
$66.9K - $78.3K
|
1.15K
$299K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-340- 5.03% |
$67.1K - $78.5K
|
6.42K
$1.68M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-345- 4.46% |
$68K - $79.7K
|
7.4K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-352- 13.63% |
$69.4K - $81.3K
|
2.23K
$583K
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-365- 7.86% |
$72K - $84.3K
|
4.28K
$1.12M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-371- 16.46% |
$73.2K - $85.7K
|
1.88K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-384- 5.05% |
$75.7K - $88.7K
|
7.21K
$1.88M
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-387- 13.94% |
$76.3K - $89.4K
|
2.39K
$624K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-403- 3.1% |
$79.5K - $93.1K
|
12.6K
$3.3M
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-412- 1.66% |
$81.3K - $95.2K
|
24.4K
$6.38M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-422- 22.2% |
$83.2K - $97.5K
|
1.48K
$386K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-423- 31.4% |
$83.4K - $97.7K
|
924
$241K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-426- 21.9% |
$84K - $98.4K
|
1.52K
$397K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-445- 23.98% |
$87.8K - $103K
|
1.41K
$369K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-466- 0.82% |
$91.9K - $108K
|
56.3K
$14.7M
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-480- 19.43% |
$94.7K - $111K
|
1.99K
$520K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-483- 13.92% |
$95.3K - $112K
|
2.99K
$780K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-524- 8.22% |
$103K - $121K
|
5.85K
$1.53M
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-540- 18.26% |
$106K - $125K
|
2.42K
$632K
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-550- 25.44% |
$108K - $127K
|
1.61K
$421K
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-564- 23.21% |
$111K - $130K
|
1.87K
$488K
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-564- 28.2% |
$111K - $130K
|
1.44K
$375K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-583- 21.89% |
$115K - $135K
|
2.08K
$544K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-585- 4.33% |
$115K - $135K
|
12.9K
$3.38M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-590- 8.64% |
$116K - $136K
|
6.24K
$1.63M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-598- 40.6% |
$118K - $138K
|
875
$229K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-600- 17.09% |
$118K - $139K
|
2.91K
$760K
|
|
Nov 14, 2024
Q3 2024
|
Unio Capital LLC
|
SELL
|
- |
-602- 1.65% |
$119K - $139K
|
35.8K
$9.36M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-607- 29.9% |
$120K - $140K
|
1.42K
$372K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-644- 18.31% |
$127K - $149K
|
2.87K
$751K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-649- 96.72% |
$128K - $150K
|
22
$5.75K
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-652- 0.23% |
$129K - $151K
|
287K
$75M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-667- 2.93% |
$132K - $154K
|
22.1K
$5.77M
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-680- 4.65% |
$134K - $157K
|
13.9K
$3.64M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-684- 15.91% |
$135K - $158K
|
3.62K
$945K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-688- 13.34% |
$136K - $159K
|
4.47K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-695- 41.39% |
$137K - $161K
|
984
$257K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-722- 13.17% |
$142K - $167K
|
4.76K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-732- 13.19% |
$144K - $169K
|
4.82K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-740- 13.12% |
$146K - $171K
|
4.9K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-750- 6.6% |
$148K - $173K
|
10.6K
$2.78M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-761- 5.07% |
$150K - $176K
|
14.2K
$3.72M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-765- 1.75% |
$151K - $177K
|
42.9K
$11.2M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-770- 19.47% |
$152K - $178K
|
3.19K
$832K
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-810- 33.06% |
$160K - $187K
|
1.64K
$429K
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-810- 2.7% |
$160K - $187K
|
29.2K
$7.64M
|