United Capital Financial Advisers, LLC Simon Property Group Inc Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 15,846 shares of SPG stock, worth $2.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,846

Previous 23,719 33.19%

Holding current value

$2.69 Million

Previous $3.71 Million 35.19%

% of portfolio

0.02%

Previous 0.03%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$140.18 - $153.78 $1.1 Million - $1.21 Million	-7,873 Reduced 33.19%	15,846 $2.41 Million
Q1 2024 May 15, 2024	BUY	$136.79 - $156.49 $3,419 - $3,912	25 Added 0.11%	23,719 $3.71 Million
Q4 2023 Feb 14, 2024	SELL	$103.37 - $146.58 $2.53 Million - $3.58 Million	-24,448 Reduced 50.78%	23,694 $3.38 Million
Q3 2023 Nov 14, 2023	SELL	$108.03 - $125.44 $129,419 - $150,277	-1,198 Reduced 2.43%	48,142 $5.2 Million
Q2 2023 Aug 14, 2023	SELL	$101.25 - $115.48 $59,028 - $67,324	-583 Reduced 1.17%	49,340 $5.7 Million
Q1 2023 Aug 14, 2023	BUY	$102.38 - $131.79 $59,687 - $76,833	583 Added 1.18%	49,923 $5.59 Million
Q1 2023 May 15, 2023	SELL	$102.38 - $131.79 $25,697 - $33,079	-251 Reduced 0.5%	49,923 $5.59 Million
Q4 2022 Feb 14, 2023	BUY	$90.98 - $120.7 $84,156 - $111,647	925 Added 1.88%	50,174 $5.9 Million
Q3 2022 Nov 14, 2022	BUY	$63.72 - $108.64 $739,916 - $1.26 Million	11,612 Added 30.85%	49,249 $4.42 Million
Q2 2022 Aug 11, 2022	BUY	$94.62 - $134.53 $844,767 - $1.2 Million	8,928 Added 31.1%	37,637 $3.57 Million
Q1 2022 May 16, 2022	SELL	$128.19 - $163.16 $24,997 - $31,816	-195 Reduced 0.67%	28,709 $3.78 Million
Q4 2021 Feb 14, 2022	BUY	$131.39 - $170.5 $211,800 - $274,846	1,612 Added 5.91%	28,904 $4.62 Million
Q3 2021 Nov 15, 2021	BUY	$117.19 - $136.42 $70,665 - $82,261	603 Added 2.26%	27,292 $3.55 Million
Q2 2021 Aug 13, 2021	BUY	$113.38 - $135.71 $159,525 - $190,943	1,407 Added 5.57%	26,689 $3.48 Million
Q1 2021 May 14, 2021	SELL	$82.81 - $121.01 $662 - $968	-8 Reduced 0.03%	25,282 $2.88 Million
Q4 2020 Feb 17, 2021	SELL	$60.76 - $93.91 $164,173 - $253,744	-2,702 Reduced 9.65%	25,290 $2.16 Million
Q3 2020 Nov 13, 2020	SELL	$60.42 - $74.12 $26,886 - $32,983	-445 Reduced 1.56%	27,992 $1.81 Million
Q2 2020 Aug 13, 2020	SELL	$44.01 - $95.5 $461,444 - $1 Million	-10,485 Reduced 26.94%	28,437 $1.95 Million
Q1 2020 May 15, 2020	BUY	$44.92 - $149.11 $509,392 - $1.69 Million	11,340 Added 41.11%	38,922 $2.14 Million
Q4 2019 Feb 14, 2020	SELL	$144.01 - $158.06 $22,753 - $24,973	-158 Reduced 0.57%	27,582 $4.11 Million
Q3 2019 Nov 14, 2019	SELL	$145.47 - $165.03 $1.35 Million - $1.53 Million	-9,290 Reduced 25.09%	27,740 $4.32 Million
Q2 2019 Aug 13, 2019	SELL	$159.27 - $185.52 $62,433 - $72,723	-392 Reduced 1.05%	37,030 $5.92 Million
Q1 2019 May 14, 2019	SELL	$164.87 - $185.85 $31,984 - $36,054	-194 Reduced 0.52%	37,422 $6.82 Million
Q4 2018 Feb 14, 2019	BUY	$160.66 - $190.59 $1.58 Million - $1.87 Million	9,808 Added 35.27%	37,616 $6.32 Million
Q3 2018 Nov 14, 2018	BUY	$168.58 - $185.23 $1.31 Million - $1.44 Million	7,766 Added 38.75%	27,808 $4.92 Million
Q2 2018 Aug 14, 2018	SELL	$146.74 - $172.85 $611,465 - $720,265	-4,167 Reduced 17.21%	20,042 $3.41 Million
Q1 2018 May 15, 2018	BUY	$150.46 - $172.42 $160,089 - $183,454	1,064 Added 4.6%	24,209 $3.74 Million
Q4 2017 Feb 13, 2018	SELL	$154.99 - $171.74 $40,297 - $44,652	-260 Reduced 1.11%	23,145 $3.96 Million
Q3 2017 Nov 14, 2017	SELL	$153.23 - $166.37 $821,159 - $891,576	-5,359 Reduced 18.63%	23,405 $3.77 Million
Q2 2017 Aug 14, 2017	BUY	N/A	28,764	28,764 $4.65 Million

Others Institutions Holding SPG

# of Institutions

1,206

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 $55.5B
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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United Capital Financial Advisers, LLC Simon Property Group Inc Transaction History