Legacy Wealth Asset Management, LLC Simon Property Group Inc Transaction History

Legacy Wealth Asset Management, LLC

$324 Million
Q2 2024

A detailed history of Legacy Wealth Asset Management, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 14,023 shares of SPG stock, worth $2.37 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

14,023

Previous 11,940 17.45%

Holding current value

$2.37 Million

Previous $1.87 Million 13.92%

% of portfolio

0.66%

Previous 0.58%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$140.18 - $153.78 $291,994 - $320,323	2,083 Added 17.45%	14,023 $2.13 Million
Q1 2024 Apr 19, 2024	BUY	$136.79 - $156.49 $4,377 - $5,007	32 Added 0.27%	11,940 $1.87 Million
Q4 2023 Jan 10, 2024	BUY	$103.37 - $146.58 $25,325 - $35,912	245 Added 2.1%	11,908 $1.7 Million
Q3 2023 Oct 31, 2023	SELL	$108.03 - $125.44 $13,071 - $15,178	-121 Reduced 1.03%	11,663 $1.26 Million
Q2 2023 Aug 04, 2023	BUY	$101.25 - $115.48 $7,998 - $9,122	79 Added 0.67%	11,784 $1.36 Million
Q1 2023 Apr 21, 2023	SELL	$102.38 - $131.79 $921 - $1,186	-9 Reduced 0.08%	11,705 $1.31 Million
Q4 2022 Feb 02, 2023	SELL	$90.98 - $120.7 $18,196 - $24,140	-200 Reduced 1.68%	11,714 $1.38 Million
Q3 2022 Oct 14, 2022	BUY	$63.72 - $108.64 $108,069 - $184,253	1,696 Added 16.6%	11,914 $1.07 Million
Q2 2022 Jul 19, 2022	BUY	$94.62 - $134.53 $6,434 - $9,148	68 Added 0.67%	10,218 $970,000
Q1 2022 May 12, 2022	BUY	$128.19 - $163.16 $6,922 - $8,810	54 Added 0.53%	10,150 $1.34 Million
Q4 2021 Feb 10, 2022	BUY	$131.39 - $170.5 $21,285 - $27,621	162 Added 1.63%	10,096 $1.61 Million
Q3 2021 Oct 19, 2021	SELL	$117.19 - $136.42 $77,579 - $90,310	-662 Reduced 6.25%	9,934 $1.29 Million
Q2 2021 Jul 14, 2021	SELL	$113.38 - $135.71 $25,510 - $30,534	-225 Reduced 2.08%	10,596 $1.38 Million
Q1 2021 Apr 20, 2021	SELL	$82.81 - $121.01 $10,268 - $15,005	-124 Reduced 1.13%	10,821 $1.23 Million
Q4 2020 Mar 25, 2021	BUY	$60.76 - $93.91 $665,018 - $1.03 Million	10,945 New	10,945 $933,000

Others Institutions Holding SPG

# of Institutions

1,205

Shares Held

281M

Call Options Held

2.06M

Put Options Held

1.47M

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 $55.3B
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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Legacy Wealth Asset Management, LLC Simon Property Group Inc Transaction History