Purchases and Sales Made in Q4 2023 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q4 2023. 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 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.76KNew |
$353K - $443K
|
2.76K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.76K+ 20.91% |
$352K - $442K
|
16K
$3.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.73KNew |
$348K - $436K
|
2.73K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.68KNew |
$342K - $430K
|
2.68K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.67KNew |
$341K - $427K
|
2.67K
$627K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.63K+ 53.71% |
$336K - $422K
|
7.54K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$332K - $416K
|
2.6K
$611K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.57KNew |
$328K - $412K
|
2.57K
$604K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.55K+ 143.06% |
$325K - $408K
|
4.32K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.47KNew |
$315K - $395K
|
2.47K
$580K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.45K+ 7.82% |
$312K - $392K
|
33.7K
$7.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.44KNew |
$311K - $390K
|
2.44K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.34KNew |
$298K - $375K
|
2.34K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$295K - $370K
|
2.31K
$543K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.28KNew |
$290K - $364K
|
2.28K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.2KNew |
$280K - $352K
|
2.2K
$516K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.18K+ 5.27% |
$278K - $349K
|
43.5K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.14KNew |
$274K - $343K
|
2.14K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.1KNew |
$268K - $337K
|
2.1K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.05K+ 0.46% |
$261K - $328K
|
451K
$106M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.05KNew |
$261K - $328K
|
2.05K
$481K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.02KNew |
$257K - $323K
|
2.02K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2K+ 6.78% |
$256K - $321K
|
31.6K
$7.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.99KNew |
$254K - $319K
|
1.99K
$469K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 9.61% |
$245K - $308K
|
21.9K
$5.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.89KNew |
$242K - $303K
|
1.89K
$445K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.83KNew |
$233K - $293K
|
1.83K
$429K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.81KNew |
$231K - $290K
|
1.81K
$425K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.81K+ 27.81% |
$231K - $289K
|
8.31K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.78K+ 9.19% |
$227K - $285K
|
21.2K
$4.97M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.77KNew |
$225K - $283K
|
1.77K
$415K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.75KNew |
$223K - $280K
|
1.75K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.73KNew |
$221K - $277K
|
1.73K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$220K - $276K
|
1.72K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.67K+ 8.63% |
$213K - $268K
|
21.1K
$4.95M
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$210K - $264K
|
1.65K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.64K+ 4.02% |
$210K - $263K
|
42.5K
$9.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.61K+ 30.22% |
$206K - $258K
|
6.95K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.59KNew |
$203K - $255K
|
1.59K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.55K+ 7.73% |
$198K - $248K
|
21.6K
$5.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$197K - $247K
|
1.54K
$363K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.53KNew |
$195K - $245K
|
1.53K
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53KNew |
$195K - $245K
|
1.53K
$359K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.51KNew |
$193K - $242K
|
1.51K
$355K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.47KNew |
$187K - $235K
|
1.47K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 2.14% |
$186K - $234K
|
69.9K
$16.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$184K - $231K
|
1.45K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.44KNew |
$184K - $230K
|
1.44K
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.42KNew |
$181K - $228K
|
1.42K
$334K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.42KNew |
$181K - $228K
|
1.42K
$334K
|