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 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-80- 0.16% |
$10.2K - $12.8K
|
49.5K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-82- 43.62% |
$10.5K - $13.1K
|
106
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-82- 2.59% |
$10.5K - $13.1K
|
3.08K
$864K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-86- 3.24% |
$11K - $13.8K
|
2.57K
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-96- 3.94% |
$12.3K - $15.4K
|
2.34K
$658K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-100- 1.54% |
$12.8K - $16K
|
6.4K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-102- 10.89% |
$13K - $16.3K
|
835
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-105- 9.4% |
$13.4K - $16.8K
|
1.01K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-105- 3.59% |
$13.4K - $16.8K
|
2.82K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-111- 4.3% |
$14.2K - $17.8K
|
2.47K
$693K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 5.29% |
$15.1K - $18.9K
|
2.11K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-146- 1.51% |
$18.6K - $23.4K
|
9.55K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-154- 4.12% |
$19.7K - $24.7K
|
3.59K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-155- 2.9% |
$19.8K - $24.8K
|
5.2K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-157- 76.59% |
$20K - $25.1K
|
48
$13.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-158- 6.36% |
$20.2K - $25.3K
|
2.33K
$653K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-165- 5.88% |
$21.1K - $26.4K
|
2.64K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-166- 19.93% |
$21.2K - $26.6K
|
667
$187K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-169- 10.85% |
$21.6K - $27.1K
|
1.39K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-196- 10.61% |
$25K - $31.4K
|
1.65K
$464K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-200- 8.79% |
$25.5K - $32K
|
2.08K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-210- 10.18% |
$26.8K - $33.6K
|
1.85K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-215- 12.3% |
$27.4K - $34.4K
|
1.53K
$430K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-221- 4.02% |
$28.2K - $35.4K
|
5.27K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-234- 9.38% |
$29.9K - $37.5K
|
2.26K
$635K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-259- 11.92% |
$33.1K - $41.5K
|
1.91K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-265- 15.25% |
$33.8K - $42.4K
|
1.47K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
SELL
|
- |
-273- 0.24% |
$34.8K - $43.7K
|
112K
$31.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-305- 6.65% |
$38.9K - $48.8K
|
4.28K
$1.2M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-318- 67.37% |
$40.6K - $50.9K
|
154
$43.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-322- 6.2% |
$41.1K - $51.6K
|
4.87K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-323- 3.43% |
$41.2K - $51.7K
|
9.1K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-329- 14.1% |
$42K - $52.7K
|
2.01K
$563K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-338- 6.6% |
$43.1K - $54.1K
|
4.79K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-340- 22.5% |
$43.4K - $54.5K
|
1.17K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-341- 4.21% |
$43.5K - $54.6K
|
7.76K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-349- 14.39% |
$44.5K - $55.9K
|
2.08K
$583K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-350- 1.64% |
$44.7K - $56.1K
|
21K
$5.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-375- 2.81% |
$47.9K - $60.1K
|
13K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-388- 6.71% |
$49.5K - $62.1K
|
5.4K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-402- 20.21% |
$51.3K - $64.4K
|
1.59K
$445K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-408- 14.01% |
$52.1K - $65.3K
|
2.5K
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-414- 8.11% |
$52.8K - $66.3K
|
4.69K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-420- 22.96% |
$53.6K - $67.3K
|
1.41K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-422- 20.42% |
$53.9K - $67.6K
|
1.65K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-431- 6.63% |
$55K - $69K
|
6.07K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-433- 5.88% |
$55.3K - $69.3K
|
6.93K
$1.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-435- 16.46% |
$55.5K - $69.7K
|
2.21K
$620K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-451- 5.13% |
$57.6K - $72.2K
|
8.35K
$2.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-454- 2.46% |
$57.9K - $72.7K
|
18K
$5.05M
|