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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.16K+ 3.02% |
$162K - $198K
|
39.4K
$6.42M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
20.5K+ 23.44% |
$2.88M - $3.52M
|
108K
$17.6M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-358- 14.81% |
$50.3K - $61.4K
|
2.06K
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
156+ 2.53% |
$21.9K - $26.7K
|
6.33K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-38- 2.31% |
$5.33K - $6.51K
|
1.61K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.93% |
$140 - $171
|
107
$17.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
644+ 15.77% |
$90.4K - $110K
|
4.73K
$769K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-58- 15.68% |
$8.14K - $9.94K
|
312
$50.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
33+ 165.0% |
$4.63K - $5.66K
|
53
$8.62K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.29KNew |
$180K - $220K
|
1.29K
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-185- 0.15% |
$26K - $31.7K
|
123K
$20.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
141K+ 41.13% |
$19.8M - $24.2M
|
485K
$78.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.27% |
$561 - $686
|
1.47K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
147+ 10.29% |
$20.6K - $25.2K
|
1.58K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.15K+ 1.13% |
$302K - $369K
|
192K
$31.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
178+ 9.47% |
$25K - $30.5K
|
2.06K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-47- 21.08% |
$6.6K - $8.06K
|
176
$28.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-206- 5.33% |
$28.9K - $35.3K
|
3.66K
$596K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
26+ 1.04% |
$3.65K - $4.46K
|
2.53K
$411K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 0.72% |
$2.81K - $3.43K
|
2.74K
$447K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.01K+ 6.28% |
$983K - $1.2M
|
119K
$19.3M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-176- 7.67% |
$24.7K - $30.2K
|
2.12K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-481- 6.0% |
$67.5K - $82.5K
|
7.53K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 7.04% |
$702 - $857
|
76
$12.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
559+ 2.61% |
$78.5K - $95.8K
|
22K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-635- 9.72% |
$89.1K - $109K
|
5.9K
$959K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-936- 1.28% |
$131K - $160K
|
72.2K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.5K+ 87.51% |
$8.63M - $10.5M
|
132K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-505- 79.65% |
$70.9K - $86.6K
|
129
$21K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.03KNew |
$425K - $519K
|
3.03K
$493K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-826- 8.34% |
$116K - $142K
|
9.08K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-488- 16.36% |
$68.5K - $83.7K
|
2.49K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-213- 1.14% |
$29.9K - $36.5K
|
18.5K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.85% |
$140 - $171
|
27
$4.39K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-525- 18.35% |
$73.7K - $90K
|
2.34K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$1.97K - $2.4K
|
14
$2.28K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 0.21% |
$702 - $857
|
2.32K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.99K- 11.9% |
$560K - $684K
|
29.6K
$4.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.08KNew |
$853K - $1.04M
|
6.08K
$989K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
68+ 13.6% |
$9.55K - $11.7K
|
568
$92.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
5.19KNew |
$728K - $890K
|
5.19K
$844K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.5K- 0.77% |
$210K - $257K
|
193K
$31.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$247K - $302K
|
1.76K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-23.6K- 93.73% |
$3.32M - $4.05M
|
1.58K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-35- 2.0% |
$4.91K - $6K
|
1.71K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23- 0.47% |
$3.23K - $3.94K
|
4.87K
$792K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
129+ 2.35% |
$18.1K - $22.1K
|
5.61K
$913K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8+ 1.08% |
$1.12K - $1.37K
|
746
$121K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
121+ 4.24% |
$17K - $20.7K
|
2.98K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
66+ 2200.0% |
$9.26K - $11.3K
|
69
$11.2K
|