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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-221- 0.65% |
$37K - $40.6K
|
33.9K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.96K+ 3.89% |
$662K - $728K
|
106K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-58.8K- 51.85% |
$9.84M - $10.8M
|
54.6K
$9.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.35KNew |
$226K - $248K
|
1.35K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 0.53% |
$4.35K - $4.78K
|
4.91K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 11.76% |
$669 - $735
|
30
$5.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
850New |
$142K - $156K
|
850
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.27K- 8.62% |
$379K - $417K
|
24K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
3+ 0.2% |
$502 - $552
|
1.53K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
36.9K+ 25.42% |
$6.17M - $6.78M
|
182K
$31.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.17K- 11.03% |
$196K - $215K
|
9.44K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.59% |
$6.86K - $7.54K
|
2.53K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.62K+ 4.99% |
$270K - $297K
|
34K
$5.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
570+ 37.55% |
$95.3K - $105K
|
2.09K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
72K+ 33.14% |
$12M - $13.2M
|
289K
$50.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1- 0.02% |
$167 - $184
|
6.17K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 8.54% |
$29.3K - $32.2K
|
1.88K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-21.2K- 21.58% |
$3.55M - $3.9M
|
77.1K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.39K- 1.98% |
$233K - $256K
|
69K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-38- 26.21% |
$6.35K - $6.99K
|
107
$18.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.32K+ 48.02% |
$388K - $427K
|
7.15K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-26- 39.39% |
$4.35K - $4.78K
|
40
$6.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.36% |
$1.67K - $1.84K
|
2.78K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 11.48% |
$2.34K - $2.57K
|
108
$18.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
77+ 2.7% |
$12.9K - $14.2K
|
2.93K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-13.1K- 59.49% |
$2.2M - $2.42M
|
8.95K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-882- 2.81% |
$147K - $162K
|
30.5K
$5.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 2.17% |
$1K - $1.1K
|
283
$49.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.71KNew |
$286K - $315K
|
1.71K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-47- 2.81% |
$7.86K - $8.64K
|
1.62K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$460K - $505K
|
2.75K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 1.86% |
$1.67K - $1.84K
|
547
$95.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 64.29% |
$7.53K - $8.27K
|
115
$20K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-250- 1.78% |
$41.8K - $46K
|
13.8K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
143KNew |
$24M - $26.4M
|
143K
$25M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-305- 5.6% |
$51K - $56.1K
|
5.15K
$896K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.98% |
$502 - $552
|
308
$53.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.54KNew |
$257K - $283K
|
1.54K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
74+ 2.5% |
$12.4K - $13.6K
|
3.04K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 2.84% |
$11K - $12.1K
|
2.39K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26- 2.14% |
$4.35K - $4.78K
|
1.19K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-665- 31.4% |
$111K - $122K
|
1.45K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4K- 10.15% |
$669K - $735K
|
35.4K
$6.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
594+ 12.63% |
$99.3K - $109K
|
5.3K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3New |
$502 - $552
|
3
$522
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
635KNew |
$106M - $117M
|
635K
$111M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-13- 11.5% |
$2.17K - $2.39K
|
100
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-74- 1.26% |
$12.4K - $13.6K
|
5.78K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
305+ 9.4% |
$51K - $56.1K
|
3.55K
$618K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 6.51% |
$62.4K - $68.6K
|
6.1K
$1.06M
|