Purchases and Sales Made in Q4 2022 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
327+ 53.87% |
$27.1K - $36.6K
|
934
$226K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
323+ 40.22% |
$26.8K - $36.2K
|
1.13K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
320+ 0.92% |
$26.6K - $35.9K
|
35.3K
$8.55M
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
316New |
$26.2K - $35.4K
|
316
$76.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
309+ 76.11% |
$25.7K - $34.6K
|
715
$173K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
288+ 37.84% |
$23.9K - $32.3K
|
1.05K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
279+ 1.53% |
$23.2K - $31.3K
|
18.5K
$4.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
276+ 3.99% |
$22.9K - $30.9K
|
7.19K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
272+ 6.91% |
$22.6K - $30.5K
|
4.21K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
265+ 1.17% |
$22K - $29.7K
|
22.9K
$5.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
222+ 1.91% |
$18.4K - $24.9K
|
11.8K
$2.87M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
212+ 3.86% |
$17.6K - $23.8K
|
5.71K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
195New |
$16.2K - $21.8K
|
195
$47.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
193+ 3.67% |
$16K - $21.6K
|
5.45K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
193+ 5.22% |
$16K - $21.6K
|
3.89K
$943K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
181+ 5.0% |
$15K - $20.3K
|
3.8K
$921K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
179New |
$14.9K - $20.1K
|
179
$43.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
177+ 3.57% |
$14.7K - $19.8K
|
5.14K
$1.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
175+ 13.89% |
$14.5K - $19.6K
|
1.44K
$348K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
168New |
$13.9K - $18.8K
|
168
$40.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
165+ 3.01% |
$13.7K - $18.5K
|
5.65K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
160New |
$13.3K - $17.9K
|
160
$38.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
141New |
$11.7K - $15.8K
|
141
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
136+ 130.77% |
$11.3K - $15.2K
|
240
$58.2K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
111New |
$9.21K - $12.4K
|
111
$26.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
106+ 8.41% |
$8.8K - $11.9K
|
1.37K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 1.56% |
$8.3K - $11.2K
|
6.5K
$1.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$8.3K - $11.2K
|
100
$24.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
94+ 22.93% |
$7.8K - $10.5K
|
504
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
94New |
$7.8K - $10.5K
|
94
$22.8K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
93+ 11.07% |
$7.72K - $10.4K
|
933
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
93New |
$7.72K - $10.4K
|
93
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
83New |
$6.89K - $9.3K
|
83
$20.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
76+ 316.67% |
$6.31K - $8.52K
|
100
$24.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
76+ 4.2% |
$6.31K - $8.52K
|
1.88K
$457K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
74+ 7.29% |
$6.14K - $8.29K
|
1.09K
$264K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
72New |
$5.98K - $8.07K
|
72
$17.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71+ 13.89% |
$5.89K - $7.96K
|
582
$141K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
68+ 12.95% |
$5.64K - $7.62K
|
593
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
67+ 2.41% |
$5.56K - $7.51K
|
2.84K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 16.44% |
$4.98K - $6.72K
|
425
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55New |
$4.57K - $6.16K
|
55
$13.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55+ 2.99% |
$4.57K - $6.16K
|
1.89K
$458K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
51+ 566.67% |
$4.23K - $5.71K
|
60
$14.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
49+ 22.07% |
$4.07K - $5.49K
|
271
$65.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 0.34% |
$3.32K - $4.48K
|
11.8K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
31+ 26.5% |
$2.57K - $3.47K
|
148
$35.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
26New |
$2.16K - $2.91K
|
26
$6.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
25+ 0.12% |
$2.08K - $2.8K
|
21.3K
$5.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
23+ 7.67% |
$1.91K - $2.58K
|
323
$78.3K
|