Purchases and Sales Made in Q3 2024 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
11+ 0.6% |
$2.17K - $2.54K
|
1.85K
$516K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
11+ 100.0% |
$2.17K - $2.54K
|
22
$6.12K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 13.85% |
$1.77K - $2.08K
|
74
$20.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.58% |
$1.58K - $1.85K
|
1.38K
$383K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$1.58K - $1.85K
|
1.51K
$419K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 0.33% |
$1.58K - $1.85K
|
2.43K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7New |
$1.38K - $1.62K
|
7
$1.95K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7+ 53.85% |
$1.38K - $1.62K
|
20
$5.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 7.0% |
$1.38K - $1.62K
|
107
$29.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 85.71% |
$1.18K - $1.39K
|
13
$3.62K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 3.7% |
$986 - $1.16K
|
140
$38.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 0.47% |
$986 - $1.16K
|
1.07K
$298K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5+ 0.38% |
$986 - $1.16K
|
1.32K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.44% |
$986 - $1.16K
|
1.15K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4+ 0.23% |
$789 - $924
|
1.71K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.18% |
$789 - $924
|
2.28K
$635K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
4New |
$789 - $924
|
4
$1.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$789 - $924
|
4
$1.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3+ 0.23% |
$592 - $693
|
1.29K
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
3New |
$592 - $693
|
3
$834
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3New |
$592 - $693
|
3
$834
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$394 - $462
|
2
$556
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$197 - $231
|
1
$278
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1- 0.37% |
$197 - $231
|
270
$75.1K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 5.0% |
$197 - $231
|
19
$5.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2- 0.07% |
$394 - $462
|
2.68K
$746K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.28% |
$394 - $462
|
709
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.86% |
$394 - $462
|
231
$64.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-3- 0.01% |
$592 - $693
|
42.5K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-3- 0.14% |
$592 - $693
|
2.2K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-4- 0.36% |
$789 - $924
|
1.11K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-5- 62.5% |
$986 - $1.16K
|
3
$834
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-6- 0.52% |
$1.18K - $1.39K
|
1.15K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-9- 0.14% |
$1.77K - $2.08K
|
6.48K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 16.13% |
$1.97K - $2.31K
|
52
$14.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11- 0.32% |
$2.17K - $2.54K
|
3.38K
$939K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12- 5.66% |
$2.37K - $2.77K
|
200
$55.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-12- 0.2% |
$2.37K - $2.77K
|
5.93K
$1.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 8.63% |
$2.37K - $2.77K
|
127
$35.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-14- 13.46% |
$2.76K - $3.23K
|
90
$25K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-14- 0.19% |
$2.76K - $3.23K
|
7.2K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15- 0.21% |
$2.96K - $3.47K
|
6.96K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-18- 1.47% |
$3.55K - $4.16K
|
1.21K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-20- 0.21% |
$3.94K - $4.62K
|
9.68K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21- 1.86% |
$4.14K - $4.85K
|
1.11K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 1.26% |
$4.34K - $5.08K
|
1.72K
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-23- 1.39% |
$4.54K - $5.31K
|
1.63K
$452K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23- 0.73% |
$4.54K - $5.31K
|
3.15K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-24- 0.99% |
$4.73K - $5.54K
|
2.4K
$668K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-24- 0.87% |
$4.73K - $5.54K
|
2.74K
$761K
|