Atria Wealth Solutions, Inc. Simon Property Group Inc Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Simon Property Group Inc stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,542 shares of SPG stock, worth $812,654. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,542

Previous 14,999 69.72%

Holding current value

$812,654

Previous $2.49 Million 70.69%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$140.37 - $171.44 $1.47 Million - $1.79 Million	-10,457 Reduced 69.72%	4,542 $730,000
Q1 2025 May 09, 2025	SELL	$159.48 - $187.78 $402,687 - $474,144	-2,525 Reduced 14.41%	14,999 $2.49 Million
Q4 2024 Jan 31, 2025	SELL	$167.23 - $183.84 $302,184 - $332,198	-1,807 Reduced 9.35%	17,524 $3.02 Million
Q3 2024 Nov 08, 2024	BUY	$146.09 - $170.11 $202,334 - $235,602	1,385 Added 7.72%	19,331 $3.27 Million
Q2 2024 Jul 22, 2024	BUY	$140.18 - $153.78 $4,625 - $5,074	33 Added 0.18%	17,946 $2.72 Million
Q1 2024 May 13, 2024	SELL	$136.79 - $156.49 $204,637 - $234,109	-1,496 Reduced 7.71%	17,913 $2.8 Million
Q4 2023 Feb 02, 2024	SELL	$103.37 - $146.58 $761,630 - $1.08 Million	-7,368 Reduced 27.52%	19,409 $2.77 Million
Q3 2023 Nov 08, 2023	SELL	$108.03 - $125.44 $52,934 - $61,465	-490 Reduced 1.8%	26,777 $2.89 Million
Q2 2023 Aug 03, 2023	SELL	$101.25 - $115.48 $516,071 - $588,601	-5,097 Reduced 15.75%	27,267 $3.15 Million
Q1 2023 Aug 22, 2023	SELL	$102.38 - $131.79 $27,437 - $35,319	-268 Reduced 0.98%	26,999 $3.02 Million
Q1 2023 Jun 14, 2023	BUY	$102.38 - $131.79 $549,268 - $707,053	5,365 Added 19.87%	32,364 $3.62 Million
Q1 2023 May 10, 2023	SELL	$102.38 - $131.79 $574,863 - $740,000	-5,615 Reduced 17.22%	26,999 $3.02 Million
Q4 2022 Aug 30, 2023	BUY	$90.98 - $120.7 $463,725 - $615,207	5,097 Added 18.69%	32,364 $3.8 Million
Q4 2022 Feb 13, 2023	BUY	$90.98 - $120.7 $368,650 - $489,076	4,052 Added 14.19%	32,614 $3.83 Million
Q3 2022 Nov 14, 2022	BUY	$63.72 - $108.64 $1.27 Million - $2.16 Million	19,888 Added 229.28%	28,562 $2.56 Million
Q2 2022 Aug 15, 2022	SELL	$94.62 - $134.53 $884,129 - $1.26 Million	-9,344 Reduced 51.86%	8,674 $823,000
Q1 2022 May 16, 2022	BUY	$128.19 - $163.16 $2.31 Million - $2.94 Million	18,018 New	18,018 $2.37 Million

Others Institutions Holding SPG

# of Institutions

1,371

Shares Held

285M

Call Options Held

1.83M

Put Options Held

1.62M

View Full List

About SIMON PROPERTY GROUP INC

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $58.6B
Description
Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...

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Atria Wealth Solutions, Inc. Simon Property Group Inc Transaction History