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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
420+ 15.05% |
$62.4K - $82.8K
|
3.21K
$885K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
417+ 17.8% |
$61.9K - $82.2K
|
2.76K
$761K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
408+ 15.29% |
$60.6K - $80.4K
|
3.08K
$848K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
407+ 2.91% |
$60.4K - $80.2K
|
14.4K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
400New |
$59.4K - $78.8K
|
400
$110K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
399+ 0.71% |
$59.3K - $78.6K
|
56.3K
$15.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
397+ 4.36% |
$59K - $78.2K
|
9.5K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
395+ 21.35% |
$58.7K - $77.9K
|
2.25K
$619K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
367+ 21.55% |
$54.5K - $72.3K
|
2.07K
$570K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
350+ 0.91% |
$52K - $69K
|
38.7K
$10.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
328+ 13.3% |
$48.7K - $64.6K
|
2.79K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
327+ 2.85% |
$48.6K - $64.4K
|
11.8K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
324+ 226.57% |
$48.1K - $63.9K
|
467
$129K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
304New |
$45.2K - $59.9K
|
304
$83.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
297+ 43.55% |
$44.1K - $58.5K
|
979
$270K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
296+ 16.17% |
$44K - $58.3K
|
2.13K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
292+ 3.06% |
$43.4K - $57.6K
|
9.82K
$2.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
291+ 21.15% |
$43.2K - $57.4K
|
1.67K
$459K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
288+ 10.44% |
$42.8K - $56.8K
|
3.05K
$840K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
281+ 31.33% |
$41.7K - $55.4K
|
1.18K
$325K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
274+ 9.95% |
$40.7K - $54K
|
3.03K
$834K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
273+ 4.79% |
$40.5K - $53.8K
|
5.98K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
255+ 4.52% |
$37.9K - $50.3K
|
5.9K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
246+ 1.9% |
$36.5K - $48.5K
|
13.2K
$3.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
237+ 15.32% |
$35.2K - $46.7K
|
1.78K
$492K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
233+ 7.86% |
$34.6K - $45.9K
|
3.2K
$881K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
229+ 19.56% |
$34K - $45.1K
|
1.4K
$386K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
224+ 1.09% |
$33.3K - $44.1K
|
20.8K
$5.72M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
221New |
$32.8K - $43.6K
|
221
$60.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
221New |
$32.8K - $43.6K
|
221
$60.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
220+ 10.53% |
$32.7K - $43.4K
|
2.31K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
218+ 1.16% |
$32.4K - $43K
|
19K
$5.23M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
215+ 330.77% |
$31.9K - $42.4K
|
280
$77.2K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
212New |
$31.5K - $41.8K
|
212
$58.4K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
207+ 2.67% |
$30.7K - $40.8K
|
7.97K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
202+ 4.18% |
$30K - $39.8K
|
5.03K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
196+ 0.95% |
$29.1K - $38.6K
|
20.8K
$5.73M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
182+ 6.15% |
$27K - $35.9K
|
3.14K
$866K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
176+ 3.43% |
$26.1K - $34.7K
|
5.31K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
176+ 1035.29% |
$26.1K - $34.7K
|
193
$53.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
163+ 7.48% |
$24.2K - $32.1K
|
2.34K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
162+ 8.37% |
$24.1K - $31.9K
|
2.1K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
159New |
$23.6K - $31.3K
|
159
$43.8K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
157+ 0.85% |
$23.3K - $30.9K
|
18.7K
$5.15M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
155+ 2.75% |
$23K - $30.5K
|
5.8K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
151New |
$22.4K - $29.8K
|
151
$41.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150+ 11.02% |
$22.3K - $29.6K
|
1.51K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
146+ 8.88% |
$21.7K - $28.8K
|
1.79K
$494K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
142+ 6.38% |
$21.1K - $28K
|
2.37K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
141+ 0.28% |
$20.9K - $27.8K
|
49.7K
$13.7M
|