Institutional Owners for SAP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| IFP ADVISORS INC | cs | 801 | $156,503 | 1,012 | 0.00 | 0.00 | -105 | -9.40 | 12-31-2023 |
| PACIFIC CAPITAL WEALTH ADVISORS INC | SPON ADR | 802 | $196,980 | 1,010 | 0.00 | 1,010 | +Inf | 03-31-2024 | |
| UMB BANK NA | SPON ADR | 803 | $191,909 | 984 | 0.00 | 0.00 | -1,779 | -64.39 | 03-31-2024 |
| SOUTHSTATE CORP | ADR | Liquidated | $189,374 | 971 | 0.00 | 0.00 | 971 | +Inf | 03-31-2024 |
