Latest Institutional Transactions on Simon Property Group Inc (SPG)
This table provides information on the latest institutional transactions involving Simon Property Group Inc (SPG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-270- 24.61% |
$43.2K - $50.7K
|
827
$146K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
696+ 9.63% |
$111K - $131K
|
7.92K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
336+ 3.61% |
$53.7K - $63.1K
|
9.63K
$1.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-117- 0.06% |
$18.7K - $22K
|
204K
$36.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.46% |
$480 - $563
|
208
$36.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.84K+ 7.49% |
$615K - $721K
|
55.2K
$9.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-18K- 9.34% |
$2.87M - $3.37M
|
174K
$30.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 4.4% |
$4K - $4.69K
|
543
$96K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.66K- 4.92% |
$266K - $312K
|
32.2K
$5.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-89- 5.81% |
$14.2K - $16.7K
|
1.44K
$255K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-253- 8.26% |
$40.5K - $47.5K
|
2.81K
$496K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 2.24% |
$6.4K - $7.51K
|
1.83K
$323K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
10.6K+ 41.27% |
$1.69M - $1.98M
|
36.1K
$6.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.18% |
$160 - $188
|
569
$101K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
541New |
$86.5K - $102K
|
541
$95.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.95K+ 197.92% |
$472K - $553K
|
4.44K
$785K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-500- 31.87% |
$80K - $93.8K
|
1.07K
$189K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-53- 2.38% |
$8.48K - $9.95K
|
2.17K
$384K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.75K+ 28.77% |
$279K - $328K
|
7.82K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.62K- 48.15% |
$579K - $679K
|
3.9K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-470- 8.35% |
$75.2K - $88.2K
|
5.16K
$912K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
789+ 50.29% |
$126K - $148K
|
2.36K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
15+ 0.78% |
$2.4K - $2.82K
|
1.93K
$341K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
428+ 0.31% |
$68.5K - $80.3K
|
138K
$24.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
490+ 24.25% |
$78.4K - $92K
|
2.51K
$444K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-150- 14.48% |
$24K - $28.2K
|
886
$157K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.17% |
$1.12K - $1.31K
|
4.08K
$721K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-426- 12.98% |
$68.1K - $79.9K
|
2.86K
$505K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8- 0.18% |
$1.28K - $1.5K
|
4.35K
$769K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.04K+ 28.43% |
$166K - $195K
|
4.7K
$831K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 5.3% |
$190K - $223K
|
23.6K
$4.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11+ 0.11% |
$1.76K - $2.06K
|
10.3K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-275- 2.55% |
$44K - $51.6K
|
10.5K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-339- 2.72% |
$54.2K - $63.6K
|
12.1K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-883- 2.65% |
$141K - $166K
|
32.5K
$5.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 1.99% |
$56K - $65.7K
|
18K
$3.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-245- 3.5% |
$39.2K - $46K
|
6.76K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.03K+ 24.43% |
$964K - $1.13M
|
30.7K
$5.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
513+ 32.57% |
$82K - $96.3K
|
2.09K
$369K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.37K+ 65.57% |
$1.34M - $1.57M
|
21.1K
$3.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.2KNew |
$193K - $226K
|
1.2K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
679+ 30.23% |
$109K - $127K
|
2.93K
$517K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-5.49K- 39.84% |
$877K - $1.03M
|
8.28K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-184- 5.32% |
$29.4K - $34.5K
|
3.28K
$579K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.59K- 3.05% |
$414K - $486K
|
82.3K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-240- 6.4% |
$38.4K - $45K
|
3.51K
$621K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.83K+ 6.7% |
$292K - $342K
|
29.1K
$5.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28+ 1.54% |
$4.48K - $5.25K
|
1.85K
$326K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-44- 1.49% |
$7.04K - $8.26K
|
2.91K
$515K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 29.73% |
$168K - $197K
|
4.58K
$810K
|