Purchases and Sales Made in Q1 2024 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.08KNew |
$161K - $213K
|
1.08K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 25.0% |
$161K - $213K
|
5.41K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.07KNew |
$160K - $212K
|
1.07K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.07KNew |
$159K - $211K
|
1.07K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07KNew |
$158K - $210K
|
1.07K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.06KNew |
$157K - $209K
|
1.06K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.06KNew |
$157K - $209K
|
1.06K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.06KNew |
$157K - $209K
|
1.06K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.05KNew |
$157K - $208K
|
1.05K
$291K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
1.05KNew |
$156K - $207K
|
1.05K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.05KNew |
$156K - $207K
|
1.05K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 27.62% |
$156K - $206K
|
4.84K
$1.34M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.04KNew |
$155K - $206K
|
1.04K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.04KNew |
$155K - $206K
|
1.04K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$154K - $205K
|
1.04K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$154K - $204K
|
1.04K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.03KNew |
$153K - $204K
|
1.03K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.01K+ 14.14% |
$150K - $200K
|
8.18K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
963+ 4.03% |
$143K - $190K
|
24.9K
$6.87M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
963+ 4.59% |
$143K - $190K
|
22K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
929+ 5.75% |
$138K - $183K
|
17.1K
$4.72M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
928+ 16.84% |
$138K - $183K
|
6.44K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
888+ 34.31% |
$132K - $175K
|
3.48K
$960K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
875+ 1.04% |
$130K - $172K
|
84.8K
$23.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
826+ 11.32% |
$123K - $163K
|
8.12K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
826+ 15.55% |
$123K - $163K
|
6.14K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
787+ 3.72% |
$117K - $155K
|
21.9K
$6.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
787+ 47.84% |
$117K - $155K
|
2.43K
$672K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
754+ 27.82% |
$112K - $149K
|
3.46K
$957K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
742+ 24.46% |
$110K - $146K
|
3.78K
$1.04M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
690New |
$102K - $136K
|
690
$191K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
683New |
$101K - $135K
|
683
$189K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
597New |
$88.7K - $118K
|
597
$165K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
596+ 8.82% |
$88.5K - $117K
|
7.36K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
581+ 17.13% |
$86.3K - $115K
|
3.97K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
570New |
$84.7K - $112K
|
570
$157K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
558+ 12.99% |
$82.9K - $110K
|
4.85K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
554New |
$82.3K - $109K
|
554
$153K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
550+ 17.45% |
$81.7K - $108K
|
3.7K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
538+ 25.93% |
$79.9K - $106K
|
2.61K
$722K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
519+ 24.62% |
$77.1K - $102K
|
2.63K
$726K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
519+ 1265.85% |
$77.1K - $102K
|
560
$155K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
519+ 5.25% |
$77.1K - $102K
|
10.4K
$2.88M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
490New |
$72.8K - $96.6K
|
490
$135K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
483+ 7.74% |
$71.7K - $95.2K
|
6.72K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
480New |
$71.3K - $94.6K
|
480
$133K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
475+ 6.49% |
$70.5K - $93.6K
|
7.79K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
450+ 21.7% |
$66.8K - $88.7K
|
2.52K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
442+ 13.19% |
$65.6K - $87.1K
|
3.79K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
432+ 1.5% |
$64.2K - $85.1K
|
29.3K
$8.09M
|