Purchases and Sales Made in Q3 2025 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q3 2025. 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 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
35.5KNew |
$8.96M - $11.1M
|
35.5K
$9.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.26K+ 38.18% |
$1.07M - $1.33M
|
15.4K
$4.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.4K+ 81.34% |
$858K - $1.06M
|
7.58K
$2.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.05KNew |
$770K - $951K
|
3.05K
$823K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
2.37K+ 3.07% |
$599K - $741K
|
79.8K
$21.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
988+ 37.16% |
$249K - $308K
|
3.65K
$984K
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
923+ 2.3% |
$233K - $288K
|
41K
$11.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
906+ 22.37% |
$229K - $283K
|
4.96K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
800New |
$202K - $250K
|
800
$216K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
708+ 19.58% |
$179K - $221K
|
4.32K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
651+ 46.7% |
$164K - $203K
|
2.05K
$552K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
452+ 28.77% |
$114K - $141K
|
2.02K
$546K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
397+ 11.18% |
$100K - $124K
|
3.95K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
364+ 54.01% |
$91.9K - $114K
|
1.04K
$280K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
350New |
$88.3K - $109K
|
350
$94.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
321+ 6.77% |
$81K - $100K
|
5.06K
$1.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
262+ 20.02% |
$66.1K - $81.7K
|
1.57K
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
254+ 2.07% |
$64.1K - $79.2K
|
12.5K
$3.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
186+ 7.04% |
$47K - $58K
|
2.83K
$763K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
168+ 19.95% |
$42.4K - $52.4K
|
1.01K
$272K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
167+ 21.49% |
$42.2K - $52.1K
|
944
$255K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
151New |
$38.1K - $47.1K
|
151
$40.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
141+ 5.66% |
$35.6K - $44K
|
2.63K
$710K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
140+ 12.02% |
$35.3K - $43.7K
|
1.31K
$352K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
135+ 19.34% |
$34.1K - $42.1K
|
833
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
95New |
$24K - $29.6K
|
95
$25.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
78+ 2.08% |
$19.7K - $24.3K
|
3.82K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
73+ 2.93% |
$18.4K - $22.8K
|
2.56K
$691K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
69+ 246.43% |
$17.4K - $21.5K
|
97
$26.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
56+ 3.83% |
$14.1K - $17.5K
|
1.52K
$410K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
55New |
$13.9K - $17.2K
|
55
$14.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
53+ 4.76% |
$13.4K - $16.5K
|
1.17K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 2.82% |
$12.9K - $15.9K
|
1.86K
$501K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.33% |
$12.6K - $15.6K
|
15.2K
$4.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
48New |
$12.1K - $15K
|
48
$12.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
32+ 0.37% |
$8.08K - $9.98K
|
8.57K
$2.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
24+ 2.29% |
$6.06K - $7.49K
|
1.07K
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
24+ 0.64% |
$6.06K - $7.49K
|
3.75K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24+ 1.74% |
$6.06K - $7.49K
|
1.4K
$378K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
21+ 1.49% |
$5.3K - $6.55K
|
1.43K
$386K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
14+ 0.43% |
$3.53K - $4.37K
|
3.25K
$877K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13New |
$3.28K - $4.06K
|
13
$3.51K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
11+ 0.52% |
$2.78K - $3.43K
|
2.13K
$574K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11New |
$2.78K - $3.43K
|
11
$2.97K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10New |
$2.52K - $3.12K
|
10
$2.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
10+ 0.9% |
$2.52K - $3.12K
|
1.12K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 6.29% |
$2.27K - $2.81K
|
152
$41K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.4% |
$1.26K - $1.56K
|
1.25K
$338K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
5+ 0.07% |
$1.26K - $1.56K
|
7.61K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-2- 13.33% |
$505 - $624
|
13
$3.51K
|