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 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.42KNew |
$181K - $228K
|
1.42K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.42KNew |
$181K - $228K
|
1.42K
$399K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.42K+ 7.0% |
$181K - $227K
|
21.7K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.42KNew |
$181K - $227K
|
1.42K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.41KNew |
$179K - $225K
|
1.41K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$179K - $225K
|
1.41K
$394K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.39K+ 64.99% |
$178K - $223K
|
3.53K
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.38KNew |
$176K - $220K
|
1.38K
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.35KNew |
$172K - $216K
|
1.35K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 24.73% |
$171K - $214K
|
6.75K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.33KNew |
$170K - $213K
|
1.33K
$374K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.32KNew |
$169K - $212K
|
1.32K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.32KNew |
$168K - $211K
|
1.32K
$370K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.31KNew |
$167K - $210K
|
1.31K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.31KNew |
$167K - $210K
|
1.31K
$367K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.3KNew |
$166K - $208K
|
1.3K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.29KNew |
$164K - $206K
|
1.29K
$361K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 8.06% |
$162K - $204K
|
17K
$4.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.26K+ 15.01% |
$161K - $202K
|
9.69K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.19K+ 6.12% |
$152K - $190K
|
20.6K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.13KNew |
$144K - $181K
|
1.13K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$143K - $180K
|
1.12K
$315K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.09K+ 41.61% |
$139K - $174K
|
3.71K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.08K+ 6.91% |
$138K - $174K
|
16.8K
$4.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.08K+ 7.11% |
$138K - $173K
|
16.3K
$4.57M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.07K+ 23.3% |
$137K - $172K
|
5.67K
$1.59M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.03K+ 32.72% |
$131K - $164K
|
4.16K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
996New |
$127K - $160K
|
996
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
985+ 15.2% |
$126K - $158K
|
7.46K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
967+ 31.92% |
$123K - $155K
|
4K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
920+ 1.53% |
$117K - $147K
|
61.1K
$17.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
909+ 5.35% |
$116K - $146K
|
17.9K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
904New |
$115K - $145K
|
904
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
895+ 34.72% |
$114K - $143K
|
3.47K
$975K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
894+ 5.88% |
$114K - $143K
|
16.1K
$4.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
886+ 5.15% |
$113K - $142K
|
18.1K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
842+ 8.62% |
$107K - $135K
|
10.6K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
826New |
$105K - $132K
|
826
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
813New |
$104K - $130K
|
813
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
803+ 14.75% |
$102K - $129K
|
6.25K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
793+ 12.45% |
$101K - $127K
|
7.16K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
792+ 9.91% |
$101K - $127K
|
8.79K
$2.47M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
787+ 26.44% |
$100K - $126K
|
3.76K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
771+ 117.71% |
$98.4K - $123K
|
1.43K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
720+ 11.7% |
$91.9K - $115K
|
6.88K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
698+ 5.25% |
$89.1K - $112K
|
14K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
673+ 44.13% |
$85.9K - $108K
|
2.2K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
660+ 55.46% |
$84.2K - $106K
|
1.85K
$519K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
629+ 68.52% |
$80.3K - $101K
|
1.55K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
625+ 17.46% |
$79.8K - $100K
|
4.21K
$1.18M
|