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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
56+ 0.82% |
$8.18K - $9.53K
|
6.9K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
602+ 34.88% |
$87.9K - $102K
|
2.33K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
322+ 3.81% |
$47K - $54.8K
|
8.77K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.39KNew |
$204K - $237K
|
1.39K
$243K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-318- 4.98% |
$46.5K - $54.1K
|
6.06K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
521New |
$76.1K - $88.6K
|
521
$90.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
366+ 25.22% |
$53.5K - $62.3K
|
1.82K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-40- 1.48% |
$5.84K - $6.8K
|
2.66K
$463K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
289+ 9.59% |
$42.2K - $49.2K
|
3.3K
$575K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
9+ 0.15% |
$1.31K - $1.53K
|
6.09K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
3.73KNew |
$544K - $634K
|
3.73K
$649K
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-3.67K- 8.13% |
$536K - $624K
|
41.4K
$7.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.14K+ 10.92% |
$167K - $195K
|
11.6K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.31K+ 4.86% |
$191K - $223K
|
28.3K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.11K- 29.96% |
$600K - $698K
|
9.6K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
996+ 5.06% |
$146K - $169K
|
20.7K
$3.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.78KNew |
$260K - $303K
|
1.78K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
600+ 1363.64% |
$87.7K - $102K
|
644
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
120New |
$17.5K - $20.4K
|
120
$20.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
673+ 19.34% |
$98.3K - $114K
|
4.15K
$723K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-64- 2.31% |
$9.35K - $10.9K
|
2.71K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-44- 2.53% |
$6.43K - $7.48K
|
1.7K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.2K- 1.1% |
$2.08M - $2.42M
|
1.28M
$223M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
22+ 0.16% |
$3.21K - $3.74K
|
13.8K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
30+ 71.43% |
$4.38K - $5.1K
|
72
$12.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-25.4K- 4.17% |
$3.71M - $4.32M
|
584K
$102M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.05K- 3.91% |
$154K - $179K
|
25.9K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
10.6K+ 153.22% |
$1.55M - $1.81M
|
17.6K
$3.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.85KNew |
$271K - $315K
|
1.85K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
144+ 6.19% |
$21K - $24.5K
|
2.47K
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.88K- 5.21% |
$420K - $489K
|
52.4K
$9.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.48K- 6.71% |
$655K - $763K
|
62.3K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
35+ 1.14% |
$5.11K - $5.95K
|
3.11K
$541K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
151+ 0.49% |
$22.1K - $25.7K
|
30.9K
$5.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.26K+ 139.49% |
$476K - $554K
|
5.59K
$974K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.48KNew |
$1.38M - $1.61M
|
9.48K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
97+ 2.72% |
$14.2K - $16.5K
|
3.66K
$637K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
180+ 9.97% |
$26.3K - $30.6K
|
1.99K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-170- 9.83% |
$24.8K - $28.9K
|
1.56K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-17- 0.81% |
$2.48K - $2.89K
|
2.09K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
B&I Capital Ag
|
SELL
|
- |
-3.1K- 2.85% |
$453K - $527K
|
106K
$18.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
355+ 3.11% |
$51.9K - $60.4K
|
11.8K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.84KNew |
$268K - $312K
|
1.84K
$320K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
587New |
$85.8K - $99.9K
|
587
$102K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
8+ 3.24% |
$1.17K - $1.36K
|
255
$44.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
440New |
$64.3K - $74.8K
|
440
$76.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-679- 17.29% |
$99.2K - $116K
|
3.25K
$566K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-414- 15.17% |
$60.5K - $70.4K
|
2.32K
$403K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
427+ 31.91% |
$62.4K - $72.6K
|
1.77K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.2K- 9.77% |
$175K - $204K
|
11.1K
$1.93M
|