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 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21+ 36.84% |
$1.74K - $2.35K
|
78
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20New |
$1.66K - $2.24K
|
20
$5.26K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
17New |
$1.41K - $1.9K
|
17
$4.47K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
17+ 13.39% |
$1.41K - $1.9K
|
144
$37.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15+ 1500.0% |
$1.25K - $1.68K
|
16
$4.21K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14New |
$1.16K - $1.57K
|
14
$3.68K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$913 - $1.23K
|
11
$2.89K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 24.24% |
$664 - $896
|
41
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4+ 133.33% |
$332 - $448
|
7
$1.84K
|
|
|
Feb 01, 2023
Q4 2022
|
Henry James International Management Inc.
|
BUY
|
- |
3+ 0.01% |
$249 - $336
|
38.2K
$10M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$83 - $112
|
9.09K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.01% |
$249 - $336
|
42K
$11M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-5- 0.01% |
$415 - $560
|
45.9K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7- 3.35% |
$581 - $784
|
202
$53.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-11- 0.05% |
$913 - $1.23K
|
23.6K
$6.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 11.22% |
$913 - $1.23K
|
87
$22.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-12- 3.02% |
$996 - $1.34K
|
386
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13- 0.53% |
$1.08K - $1.46K
|
2.45K
$644K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14- 0.34% |
$1.16K - $1.57K
|
4.12K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-17- 37.78% |
$1.41K - $1.9K
|
28
$7.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17- 1.54% |
$1.41K - $1.9K
|
1.09K
$286K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17- 12.06% |
$1.41K - $1.9K
|
124
$32.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 42.86% |
$1.99K - $2.69K
|
32
$8.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-26- 3.86% |
$2.16K - $2.91K
|
648
$170K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-30- 0.63% |
$2.49K - $3.36K
|
4.7K
$1.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-30- 9.65% |
$2.49K - $3.36K
|
281
$73.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 12.55% |
$2.66K - $3.59K
|
223
$58.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-36- 48.65% |
$2.99K - $4.03K
|
38
$9.99K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36- 30.25% |
$2.99K - $4.03K
|
83
$21.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-36- 0.24% |
$2.99K - $4.03K
|
15.2K
$3.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-39- 0.88% |
$3.24K - $4.37K
|
4.41K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-39- 0.49% |
$3.24K - $4.37K
|
7.91K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-39- 18.48% |
$3.24K - $4.37K
|
172
$45.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 3.11% |
$3.65K - $4.93K
|
1.37K
$361K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-44- 2.41% |
$3.65K - $4.93K
|
1.78K
$468K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-50- 1.93% |
$4.15K - $5.6K
|
2.54K
$667K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-61- 7.8% |
$5.06K - $6.84K
|
721
$190K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-66- 1.96% |
$5.48K - $7.4K
|
3.3K
$868K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-79- 1.22% |
$6.56K - $8.85K
|
6.41K
$1.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-92- 3.83% |
$7.64K - $10.3K
|
2.31K
$606K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-97- 10.51% |
$8.05K - $10.9K
|
826
$217K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-136- 2.27% |
$11.3K - $15.2K
|
5.85K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-139- 1.91% |
$11.5K - $15.6K
|
7.13K
$1.87M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-148- 14.89% |
$12.3K - $16.6K
|
846
$222K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-149- 2.55% |
$12.4K - $16.7K
|
5.69K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-150- 80.21% |
$12.5K - $16.8K
|
37
$9.72K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-150- 0.41% |
$12.5K - $16.8K
|
36.2K
$9.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Saratoga Research & Investment Management
|
SELL
|
- |
-152- 1.59% |
$12.6K - $17K
|
9.41K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-154- 24.41% |
$12.8K - $17.3K
|
477
$125K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-154- 77.0% |
$12.8K - $17.3K
|
46
$12.1K
|