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 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 27.22% |
$5.87K - $7.37K
|
215
$50.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
45+ 7.21% |
$5.74K - $7.21K
|
669
$158K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
45+ 1.22% |
$5.74K - $7.21K
|
3.72K
$879K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
45+ 2.81% |
$5.74K - $7.21K
|
1.65K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44+ 1.65% |
$5.61K - $7.05K
|
2.71K
$639K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
40+ 1.95% |
$5.1K - $6.41K
|
2.1K
$495K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
38New |
$4.85K - $6.09K
|
38
$8.98K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
35New |
$4.47K - $5.61K
|
35
$8.27K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34+ 6.46% |
$4.34K - $5.45K
|
560
$132K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
34New |
$4.34K - $5.45K
|
34
$8.03K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28New |
$3.57K - $4.48K
|
28
$6.62K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27New |
$3.45K - $4.32K
|
27
$6.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
26+ 22.61% |
$3.32K - $4.16K
|
141
$33.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
25+ 1.11% |
$3.19K - $4K
|
2.29K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24New |
$3.06K - $3.84K
|
24
$5.67K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
23+ 0.54% |
$2.94K - $3.68K
|
4.3K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23+ 0.03% |
$2.94K - $3.68K
|
74.5K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 5.79% |
$2.81K - $3.52K
|
402
$95K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
18New |
$2.3K - $2.88K
|
18
$4.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
17New |
$2.17K - $2.72K
|
17
$4.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17+ 0.66% |
$2.17K - $2.72K
|
2.61K
$617K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15+ 7.5% |
$1.91K - $2.4K
|
215
$50.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$1.79K - $2.24K
|
14
$3.31K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
13+ 0.05% |
$1.66K - $2.08K
|
26K
$6.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$1.66K - $2.08K
|
13
$3.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
13+ 0.05% |
$1.66K - $2.08K
|
26K
$6.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
11+ 0.56% |
$1.4K - $1.76K
|
1.97K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8+ 4.37% |
$1.02K - $1.28K
|
191
$45.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
8+ 0.17% |
$1.02K - $1.28K
|
4.83K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$1.02K - $1.28K
|
8
$1.89K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7+ 35.0% |
$893 - $1.12K
|
27
$6.38K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$510 - $641
|
2.76K
$651K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 21.43% |
$383 - $480
|
17
$4.02K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$383 - $480
|
1.95K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2+ 0.05% |
$255 - $320
|
3.69K
$872K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2+ 0.01% |
$255 - $320
|
17.8K
$4.22M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 16.67% |
$255 - $320
|
14
$3.31K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
2+ 0.1% |
$255 - $320
|
2.04K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2New |
$255 - $320
|
2
$473
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$128 - $160
|
1
$236
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$128 - $160
|
2.43K
$574K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 4.35% |
$128 - $160
|
24
$5.67K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1- 0.03% |
$128 - $160
|
3.35K
$792K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-1- -0.0% |
$128 - $160
|
41.1K
$9.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1- 0.06% |
$128 - $160
|
1.7K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2- 0.07% |
$255 - $320
|
2.96K
$700K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$255 - $320
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3- 0.16% |
$383 - $480
|
1.83K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-3- 0.91% |
$383 - $480
|
328
$77.5K
|