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 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
180+ 126.76% |
$23K - $28.8K
|
322
$86.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
179+ 7.11% |
$22.8K - $28.7K
|
2.7K
$723K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
173+ 2.85% |
$22.1K - $27.7K
|
6.24K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
168+ 9.07% |
$21.4K - $26.9K
|
2.02K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
165+ 3.97% |
$21.1K - $26.4K
|
4.32K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
163+ 43.35% |
$20.8K - $26.1K
|
539
$145K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
163+ 7.96% |
$20.8K - $26.1K
|
2.21K
$593K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
155+ 84.7% |
$19.8K - $24.8K
|
338
$90.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
152+ 20.4% |
$19.4K - $24.3K
|
897
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
150+ 0.22% |
$19.1K - $24K
|
67.7K
$18.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
142+ 7.35% |
$18.1K - $22.7K
|
2.07K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
140+ 0.76% |
$17.9K - $22.4K
|
18.5K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
136+ 0.62% |
$17.4K - $21.8K
|
21.9K
$5.88M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
132+ 5.04% |
$16.8K - $21.1K
|
2.75K
$738K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
132+ 2.64% |
$16.8K - $21.1K
|
5.14K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
126+ 6.9% |
$16.1K - $20.2K
|
1.95K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
125+ 0.09% |
$16K - $20K
|
140K
$37.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
123+ 6.59% |
$15.7K - $19.7K
|
1.99K
$534K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
123+ 5.8% |
$15.7K - $19.7K
|
2.25K
$602K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$14.7K - $18.4K
|
115
$30.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
114+ 393.1% |
$14.5K - $18.3K
|
143
$38.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
113+ 3.5% |
$14.4K - $18.1K
|
3.34K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
110+ 3.25% |
$14K - $17.6K
|
3.49K
$936K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
109+ 121.11% |
$13.9K - $17.5K
|
199
$53.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106New |
$13.5K - $17K
|
106
$28.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
106+ 13.5% |
$13.5K - $17K
|
891
$239K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
105+ 5.06% |
$13.4K - $16.8K
|
2.18K
$585K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.98% |
$12.8K - $16K
|
10.3K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
100+ 31.45% |
$12.8K - $16K
|
418
$112K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100New |
$12.8K - $16K
|
100
$26.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
99+ 18.64% |
$12.6K - $15.9K
|
630
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
97+ 1.73% |
$12.4K - $15.5K
|
5.69K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
91+ 1.56% |
$11.6K - $14.6K
|
5.94K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
91+ 1.31% |
$11.6K - $14.6K
|
7.05K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
86+ 18.03% |
$11K - $13.8K
|
563
$151K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
85+ 1.26% |
$10.8K - $13.6K
|
6.83K
$1.83M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
83New |
$10.6K - $13.3K
|
83
$22.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
82+ 4.32% |
$10.5K - $13.1K
|
1.98K
$530K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75+ 5.83% |
$9.57K - $12K
|
1.36K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
74+ 119.35% |
$9.44K - $11.9K
|
136
$36.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
73+ 3.71% |
$9.32K - $11.7K
|
2.04K
$547K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
70+ 5.12% |
$8.93K - $11.2K
|
1.44K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
70New |
$8.93K - $11.2K
|
70
$18.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
63+ 2.58% |
$8.04K - $10.1K
|
2.51K
$673K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60New |
$7.66K - $9.61K
|
60
$16.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 7.19% |
$7.15K - $8.97K
|
835
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55+ 40.74% |
$7.02K - $8.81K
|
190
$50.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
53+ 0.97% |
$6.76K - $8.49K
|
5.53K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
51+ 204.0% |
$6.51K - $8.17K
|
76
$20.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
51New |
$6.51K - $8.17K
|
51
$13.7K
|