Purchases and Sales Made in Q4 2024 in Sap Se (SAP)
This table provides information about the institutional ownership of Sap Se (SAP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
70+ 4.29% |
$15.3K - $17.9K
|
1.7K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
68+ 7.15% |
$14.8K - $17.4K
|
1.02K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
60+ 3.28% |
$13.1K - $15.3K
|
1.89K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
53+ 4.91% |
$11.6K - $13.5K
|
1.13K
$311K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
53+ 3.91% |
$11.6K - $13.5K
|
1.41K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
53New |
$11.6K - $13.5K
|
53
$14.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
53New |
$11.6K - $13.5K
|
53
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
52New |
$11.3K - $13.3K
|
52
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
50New |
$10.9K - $12.8K
|
50
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
50New |
$10.9K - $12.8K
|
50
$13.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
49+ 1.15% |
$10.7K - $12.5K
|
4.33K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
48+ 4.93% |
$10.5K - $12.3K
|
1.02K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
48New |
$10.5K - $12.3K
|
48
$13.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
46+ 2.99% |
$10K - $11.8K
|
1.59K
$436K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
46+ 2.45% |
$10K - $11.8K
|
1.93K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
45+ 4.31% |
$9.82K - $11.5K
|
1.09K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
45+ 2.84% |
$9.82K - $11.5K
|
1.63K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
43+ 2.01% |
$9.38K - $11K
|
2.19K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
41New |
$8.94K - $10.5K
|
41
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
41New |
$8.94K - $10.5K
|
41
$11.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
41+ 0.23% |
$8.94K - $10.5K
|
17.6K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
39+ 0.35% |
$8.51K - $9.97K
|
11.1K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
38+ 4.14% |
$8.29K - $9.71K
|
955
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
37New |
$8.07K - $9.45K
|
37
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
36+ 2.97% |
$7.85K - $9.2K
|
1.25K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
36+ 0.17% |
$7.85K - $9.2K
|
21.4K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
33New |
$7.2K - $8.43K
|
33
$9.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
33+ 0.66% |
$7.2K - $8.43K
|
5K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 330.0% |
$7.2K - $8.43K
|
43
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
32+ 0.44% |
$6.98K - $8.18K
|
7.23K
$1.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31+ 0.11% |
$6.76K - $7.92K
|
27K
$7.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
30New |
$6.54K - $7.67K
|
30
$8.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
30+ 0.4% |
$6.54K - $7.67K
|
7.53K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
30New |
$6.54K - $7.67K
|
30
$8.25K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
28+ 2.09% |
$6.11K - $7.16K
|
1.37K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
24+ 3.6% |
$5.24K - $6.13K
|
691
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
24+ 0.41% |
$5.24K - $6.13K
|
5.89K
$1.62M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
24New |
$5.24K - $6.13K
|
24
$6.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
22+ 1.34% |
$4.8K - $5.62K
|
1.66K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
21New |
$4.58K - $5.37K
|
21
$5.78K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
20New |
$4.36K - $5.11K
|
20
$5.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20+ 1.27% |
$4.36K - $5.11K
|
1.59K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19+ 25.68% |
$4.14K - $4.86K
|
93
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18+ 0.81% |
$3.93K - $4.6K
|
2.25K
$618K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18New |
$3.93K - $4.6K
|
18
$4.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18+ 1.63% |
$3.93K - $4.6K
|
1.12K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$3.93K - $4.6K
|
18
$4.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
17+ 2.76% |
$3.71K - $4.34K
|
633
$174K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
17New |
$3.71K - $4.34K
|
17
$4.68K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
16New |
$3.49K - $4.09K
|
16
$4.4K
|