Valeo Financial Advisors, LLC Simon Property Group Inc Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 9,444 shares of SPG stock, worth $1.72 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,444

Previous 9,314 1.4%

Holding current value

$1.72 Million

Previous $1.41 Million 12.95%

% of portfolio

0.04%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$146.09 - $170.11 $18,991 - $22,114	130 Added 1.4%	9,444 $1.6 Million
Q2 2024 Jul 10, 2024	SELL	$140.18 - $153.78 $19,344 - $21,221	-138 Reduced 1.46%	9,314 $1.41 Million
Q1 2024 Apr 25, 2024	BUY	$136.79 - $156.49 $2,051 - $2,347	15 Added 0.16%	9,452 $1.48 Million
Q1 2024 Apr 19, 2024	BUY	$136.79 - $156.49 $91,375 - $104,535	668 Added 7.62%	9,437 $1.48 Million
Q4 2023 Jan 29, 2024	BUY	$103.37 - $146.58 $17,986 - $25,504	174 Added 2.02%	8,769 $1.25 Million
Q3 2023 Oct 19, 2023	SELL	$108.03 - $125.44 $38,242 - $44,405	-354 Reduced 3.96%	8,595 $928,000
Q2 2023 Jul 14, 2023	SELL	$101.25 - $115.48 $8,606 - $9,815	-85 Reduced 0.94%	8,949 $1.03 Million
Q1 2023 Apr 17, 2023	SELL	$102.38 - $131.79 $306,013 - $393,920	-2,989 Reduced 24.86%	9,034 $1.01 Million
Q4 2022 Feb 09, 2023	BUY	$90.98 - $120.7 $309,332 - $410,380	3,400 Added 39.43%	12,023 $1.41 Million
Q3 2022 Oct 31, 2022	SELL	$63.72 - $108.64 $1.73 Million - $2.95 Million	-27,154 Reduced 75.9%	8,623 $774,000
Q2 2022 Aug 03, 2022	SELL	$94.62 - $134.53 $474,330 - $674,398	-5,013 Reduced 12.29%	35,777 $3.4 Million
Q1 2022 Apr 28, 2022	BUY	$128.19 - $163.16 $3.88 Million - $4.94 Million	30,277 Added 288.0%	40,790 $4.38 Million
Q4 2021 Jan 07, 2022	BUY	$131.39 - $170.5 $37,577 - $48,763	286 Added 2.8%	10,513 $1.68 Million
Q3 2021 Nov 02, 2021	BUY	$117.19 - $136.42 $304,694 - $354,691	2,600 Added 34.09%	10,227 $1.33 Million
Q2 2021 Jul 22, 2021	BUY	$113.38 - $135.71 $8,957 - $10,721	79 Added 1.05%	7,627 $994,000
Q1 2021 Apr 12, 2021	SELL	$82.81 - $121.01 $18,052 - $26,380	-218 Reduced 2.81%	7,548 $859,000
Q4 2020 Feb 11, 2021	SELL	$60.76 - $93.91 $53,286 - $82,359	-877 Reduced 10.15%	7,766 $662,000
Q3 2020 Oct 28, 2020	SELL	$60.42 - $74.12 $105,795 - $129,784	-1,751 Reduced 16.85%	8,643 $559,000
Q2 2020 Jul 20, 2020	BUY	$44.01 - $95.5 $25,657 - $55,676	583 Added 5.94%	10,394 $711,000
Q1 2020 Apr 13, 2020	BUY	$44.92 - $149.11 $266,869 - $885,862	5,941 Added 153.51%	9,811 $664,000
Q4 2019 Jan 24, 2020	SELL	$144.01 - $158.06 $85,109 - $93,413	-591 Reduced 13.25%	3,870 $577,000
Q3 2019 Oct 15, 2019	BUY	$145.47 - $165.03 $201,621 - $228,731	1,386 Added 45.07%	4,461 $694,000
Q2 2019 Jul 10, 2019	BUY	$159.27 - $185.52 $25,323 - $29,497	159 Added 5.45%	3,075 $491,000
Q1 2019 Apr 12, 2019	SELL	$164.87 - $185.85 $995,155 - $1.12 Million	-6,036 Reduced 67.43%	2,916 $531,000
Q4 2018 Jan 30, 2019	SELL	$160.66 - $190.59 $123,708 - $146,754	-770 Reduced 7.92%	8,952 $1.5 Million
Q3 2018 Nov 01, 2018	SELL	$168.58 - $185.23 $118,006 - $129,661	-700 Reduced 6.72%	9,722 $1.79 Million
Q2 2018 Aug 14, 2018	SELL	$146.74 - $172.85 $265,746 - $313,031	-1,811 Reduced 14.8%	10,422 $1.82 Million
Q1 2018 Apr 12, 2018	SELL	$150.46 - $172.42 $69,662 - $79,830	-463 Reduced 3.65%	12,233 $1.89 Million
Q4 2017 Feb 09, 2018	BUY	$154.99 - $171.74 $670,331 - $742,775	4,325 Added 51.67%	12,696 $2.18 Million
Q3 2017 Nov 14, 2017	BUY	$153.23 - $166.37 $1.28 Million - $1.39 Million	8,371	8,371 $1.35 Million

Others Institutions Holding SPG

# of Institutions

1,253

Shares Held

269M

Call Options Held

2.14M

Put Options Held

1.44M

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 $59.5B
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...

More about SPG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC Simon Property Group Inc Transaction History