Purchases and Sales Made in Q2 2023 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
135New |
$17.1K - $18.5K
|
135
$37.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
134+ 0.53% |
$16.9K - $18.4K
|
25.6K
$7.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
133+ 5.02% |
$16.8K - $18.3K
|
2.78K
$773K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
132New |
$16.7K - $18.1K
|
132
$36.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
131+ 3.81% |
$16.5K - $18K
|
3.57K
$992K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
131+ 3.81% |
$16.5K - $18K
|
3.57K
$992K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
131+ 7.3% |
$16.5K - $18K
|
1.93K
$536K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
126+ 3.25% |
$15.9K - $17.3K
|
4.01K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
125+ 0.67% |
$15.8K - $17.2K
|
18.8K
$5.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
122New |
$15.4K - $16.7K
|
122
$33.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
121+ 4.83% |
$15.3K - $16.6K
|
2.63K
$730K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
121+ 1.52% |
$15.3K - $16.6K
|
8.1K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
117+ 2.16% |
$14.8K - $16.1K
|
5.55K
$1.54M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
115+ 1.89% |
$14.5K - $15.8K
|
6.2K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
106+ 2.64% |
$13.4K - $14.6K
|
4.12K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
105New |
$13.3K - $14.4K
|
105
$29.2K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
101+ 0.14% |
$12.8K - $13.9K
|
74.6K
$20.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
90New |
$11.4K - $12.4K
|
90
$25K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
90+ 1.99% |
$11.4K - $12.4K
|
4.62K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
83+ 8.13% |
$10.5K - $11.4K
|
1.1K
$307K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 21.81% |
$10.4K - $11.3K
|
458
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
81+ 7.36% |
$10.2K - $11.1K
|
1.18K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
81+ 1.0% |
$10.2K - $11.1K
|
8.18K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
81+ 0.44% |
$10.2K - $11.1K
|
18.3K
$5.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
77+ 0.43% |
$9.73K - $10.6K
|
18.1K
$5.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
77New |
$9.73K - $10.6K
|
77
$21.4K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
76New |
$9.6K - $10.4K
|
76
$21.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
68+ 2.61% |
$8.59K - $9.34K
|
2.68K
$745K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
67New |
$8.46K - $9.2K
|
67
$18.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
61+ 20.33% |
$7.71K - $8.37K
|
361
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
54+ 2.76% |
$6.82K - $7.41K
|
2.01K
$560K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 106.12% |
$6.57K - $7.14K
|
101
$28.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
52+ 16.0% |
$6.57K - $7.14K
|
377
$105K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.81% |
$6.57K - $7.14K
|
1.9K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 5.21% |
$5.43K - $5.9K
|
869
$242K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
42New |
$5.31K - $5.77K
|
42
$11.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
38+ 1.2% |
$4.8K - $5.22K
|
3.2K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
34New |
$4.29K - $4.67K
|
34
$9.46K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
32New |
$4.04K - $4.39K
|
32
$8.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32+ 0.97% |
$4.04K - $4.39K
|
3.33K
$927K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
30New |
$3.79K - $4.12K
|
30
$8.34K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
30+ 1.61% |
$3.79K - $4.12K
|
1.9K
$528K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28+ 6.91% |
$3.54K - $3.84K
|
433
$120K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26+ 1.13% |
$3.28K - $3.57K
|
2.33K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 8.83% |
$3.16K - $3.43K
|
308
$85.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
24+ 100.0% |
$3.03K - $3.29K
|
48
$13.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
23+ 62.16% |
$2.91K - $3.16K
|
60
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
23+ 14.02% |
$2.91K - $3.16K
|
187
$52K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 2.11% |
$2.91K - $3.16K
|
1.11K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.65% |
$2.78K - $3.02K
|
3.41K
$949K
|