A detailed history of Avantax Advisory Services, Inc. transactions in Simon Property Group Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,018 shares of SPG stock, worth $2.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,018
Previous 13,662 4.71%
Holding current value
$2.35 Million
Previous $2.07 Million 6.13%
% of portfolio
0.01%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$146.09 - $170.11 $94,081 - $109,550
-644 Reduced 4.71%
13,018 $2.2 Million
Q2 2024

Aug 09, 2024

BUY
$140.18 - $153.78 $1.15 Million - $1.27 Million
8,231 Added 151.56%
13,662 $2.07 Million
Q1 2024

May 08, 2024

SELL
$136.79 - $156.49 $3,830 - $4,381
-28 Reduced 0.51%
5,431 $849,000
Q4 2023

Feb 07, 2024

BUY
$103.37 - $146.58 $8,889 - $12,605
86 Added 1.6%
5,459 $778,000
Q3 2023

Nov 07, 2023

BUY
$108.03 - $125.44 $172,091 - $199,825
1,593 Added 42.14%
5,373 $580,000
Q2 2023

Aug 11, 2023

SELL
$101.25 - $115.48 $13,263 - $15,127
-131 Reduced 3.35%
3,780 $436,000
Q1 2023

Apr 28, 2023

BUY
$102.38 - $131.79 $409 - $527
4 Added 0.1%
3,911 $437,000
Q4 2022

Feb 13, 2023

BUY
$90.98 - $120.7 $55,861 - $74,109
614 Added 18.65%
3,907 $459,000
Q3 2022

Nov 01, 2022

SELL
$63.72 - $108.64 $67,606 - $115,267
-1,061 Reduced 24.37%
3,293 $296,000
Q2 2022

Aug 02, 2022

BUY
$94.62 - $134.53 $72,005 - $102,377
761 Added 21.18%
4,354 $413,000
Q1 2022

Apr 27, 2022

BUY
$128.19 - $163.16 $17,562 - $22,352
137 Added 3.96%
3,593 $474,000
Q4 2021

Jan 24, 2022

BUY
$131.39 - $170.5 $36,000 - $46,717
274 Added 8.61%
3,456 $552,000
Q3 2021

Oct 21, 2021

SELL
$117.19 - $136.42 $102,306 - $119,094
-873 Reduced 21.53%
3,182 $415,000
Q2 2021

Jul 29, 2021

BUY
$113.38 - $135.71 $121,203 - $145,073
1,069 Added 35.8%
4,055 $532,000
Q1 2021

May 13, 2021

BUY
$82.81 - $121.01 $828 - $1,210
10 Added 0.34%
2,986 $343,000
Q4 2020

Jan 22, 2021

SELL
$60.76 - $93.91 $172,862 - $267,173
-2,845 Reduced 48.87%
2,976 $254,000
Q3 2020

Oct 14, 2020

BUY
$60.42 - $74.12 $351,704 - $431,452
5,821 New
5,821 $373,000

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $59.2B
  • 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...
More about SPG
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.