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 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.27K+ 18.23% |
$1.06M - $1.32M
|
53.6K
$15M
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8.13KNew |
$1.04M - $1.3M
|
8.13K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.82K+ 35.26% |
$998K - $1.25M
|
30K
$8.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7.51KNew |
$958K - $1.2M
|
7.51K
$2.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.3KNew |
$931K - $1.17M
|
7.3K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7K+ 1.38% |
$893K - $1.12M
|
513K
$144M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.94K+ 8.54% |
$886K - $1.11M
|
88.2K
$24.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.88KNew |
$877K - $1.1M
|
6.88K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.86KNew |
$876K - $1.1M
|
6.86K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.77K+ 11.27% |
$864K - $1.08M
|
66.9K
$18.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6.55K+ 10.1% |
$835K - $1.05M
|
71.3K
$20M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.53K+ 78.26% |
$833K - $1.05M
|
14.9K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.49K+ 33.75% |
$829K - $1.04M
|
25.7K
$7.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6.37K+ 5.18% |
$813K - $1.02M
|
129K
$36.3M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.36K+ 74.48% |
$812K - $1.02M
|
14.9K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.14K+ 13.76% |
$783K - $983K
|
50.7K
$14.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
5.99K+ 153.95% |
$764K - $959K
|
9.88K
$2.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5.95KNew |
$759K - $952K
|
5.95K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.9K+ 21.05% |
$753K - $944K
|
33.9K
$9.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.7KNew |
$728K - $913K
|
5.7K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.64KNew |
$720K - $904K
|
5.64K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.53K+ 8.64% |
$706K - $886K
|
69.5K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.51KNew |
$703K - $882K
|
5.51K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.32K+ 16.1% |
$679K - $852K
|
38.4K
$10.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.74KNew |
$605K - $759K
|
4.74K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.59K+ 35.23% |
$585K - $735K
|
17.6K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
4.49K+ 2.13% |
$573K - $719K
|
215K
$60.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.29K+ 163.52% |
$548K - $688K
|
6.92K
$1.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.1KNew |
$523K - $657K
|
4.1K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.1KNew |
$523K - $657K
|
4.1K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.07K+ 46.71% |
$519K - $651K
|
12.8K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.06K+ 7.82% |
$518K - $650K
|
55.9K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.01K+ 130.99% |
$511K - $642K
|
7.07K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.99KNew |
$509K - $639K
|
3.99K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3.98K+ 6.29% |
$508K - $638K
|
67.3K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.91KNew |
$498K - $626K
|
3.91K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.81K+ 54.17% |
$487K - $611K
|
10.9K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.79KNew |
$484K - $607K
|
3.79K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.72K+ 33.73% |
$475K - $596K
|
14.8K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.7KNew |
$472K - $593K
|
3.7K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.52KNew |
$449K - $564K
|
3.52K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.43K+ 35.18% |
$438K - $550K
|
13.2K
$3.7M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.39KNew |
$433K - $543K
|
3.39K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.35KNew |
$427K - $537K
|
3.35K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.35K+ 37.74% |
$427K - $536K
|
12.2K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.24K+ 127.63% |
$414K - $519K
|
5.78K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.18KNew |
$406K - $510K
|
3.18K
$893K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.14K+ 86.48% |
$400K - $502K
|
6.76K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$387K - $486K
|
3.03K
$851K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.9KNew |
$369K - $464K
|
2.9K
$812K
|