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
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
606+ 2.97% |
$77.3K - $97.1K
|
21K
$5.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
597+ 0.87% |
$76.2K - $95.6K
|
69.1K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
587+ 26.63% |
$74.9K - $94K
|
2.79K
$783K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
564+ 13.42% |
$72K - $90.3K
|
4.77K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
561+ 5.28% |
$71.6K - $89.8K
|
11.2K
$3.14M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
551+ 24.95% |
$70.3K - $88.2K
|
2.76K
$774K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
547+ 3.88% |
$69.8K - $87.6K
|
14.7K
$4.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
511New |
$65.2K - $81.8K
|
511
$143K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
495+ 5.8% |
$63.2K - $79.3K
|
9.03K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
492+ 11.28% |
$62.8K - $78.8K
|
4.85K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
474+ 26.79% |
$60.5K - $75.9K
|
2.24K
$629K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
468+ 2.33% |
$59.7K - $75K
|
20.5K
$5.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
466+ 172.59% |
$59.5K - $74.6K
|
736
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
462+ 25.12% |
$59K - $74K
|
2.3K
$646K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
453+ 12.56% |
$57.8K - $72.6K
|
4.06K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
437+ 28.08% |
$55.8K - $70K
|
1.99K
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
436+ 8.62% |
$55.6K - $69.8K
|
5.5K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
384+ 6.7% |
$49K - $61.5K
|
6.12K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
377+ 11.15% |
$48.1K - $60.4K
|
3.76K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
354+ 6.41% |
$45.2K - $56.7K
|
5.88K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
350+ 1.25% |
$44.7K - $56.1K
|
28.5K
$7.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340+ 3.36% |
$43.4K - $54.5K
|
10.5K
$2.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
326+ 7.0% |
$41.6K - $52.2K
|
4.98K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
326+ 19.19% |
$41.6K - $52.2K
|
2.03K
$568K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
313+ 81.09% |
$39.9K - $50.1K
|
699
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
308+ 5.38% |
$39.3K - $49.3K
|
6.04K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
300+ 135.14% |
$38.3K - $48K
|
522
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
294+ 6.29% |
$37.5K - $47.1K
|
4.97K
$1.39M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
290+ 6.78% |
$37K - $46.4K
|
4.57K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
276+ 14.81% |
$35.2K - $44.2K
|
2.14K
$601K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
267+ 8.07% |
$34.1K - $42.8K
|
3.58K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
266+ 3.77% |
$33.9K - $42.6K
|
7.32K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
260New |
$33.2K - $41.6K
|
260
$73K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
253+ 13.64% |
$32.3K - $40.5K
|
2.11K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
250+ 1.19% |
$31.9K - $40K
|
21.2K
$5.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
249New |
$31.8K - $39.9K
|
249
$69.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
242+ 9.6% |
$30.9K - $38.8K
|
2.76K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
241+ 2.26% |
$30.8K - $38.6K
|
10.9K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
236+ 4.22% |
$30.1K - $37.8K
|
5.83K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
220+ 7.21% |
$28.1K - $35.2K
|
3.27K
$918K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
219+ 12.3% |
$27.9K - $35.1K
|
2K
$561K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
215+ 5.69% |
$27.4K - $34.4K
|
3.99K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
212New |
$27.1K - $34K
|
212
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
205New |
$26.2K - $32.8K
|
205
$57.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
201New |
$25.6K - $32.2K
|
201
$56.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$25.5K - $32K
|
200
$56.1K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
200+ 6.06% |
$25.5K - $32K
|
3.5K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
200+ 8.89% |
$25.5K - $32K
|
2.45K
$688K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
188+ 298.41% |
$24K - $30.1K
|
251
$70.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
180+ 5.43% |
$23K - $28.8K
|
3.49K
$980K
|