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 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210+ 9.96% |
$35.1K - $38.6K
|
2.32K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-18- 1.17% |
$3.01K - $3.31K
|
1.52K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.54KNew |
$424K - $466K
|
2.54K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 12.58% |
$199K - $218K
|
8.26K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4.84K- 27.53% |
$810K - $890K
|
12.7K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.71K- 50.0% |
$453K - $498K
|
2.71K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.32K- 77.12% |
$722K - $794K
|
1.28K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-20.6K- 6.4% |
$3.45M - $3.79M
|
301K
$49.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.39K- 2.05% |
$566K - $622K
|
162K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 8.18% |
$217K - $239K
|
14.6K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-210- 1.4% |
$35.1K - $38.6K
|
14.7K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
73New |
$12.2K - $13.4K
|
73
$12K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.96K- 1.08% |
$1.33M - $1.46M
|
726K
$120M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-268- 1.37% |
$44.8K - $49.3K
|
19.3K
$3.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.17% |
$669 - $735
|
2.32K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.91% |
$334 - $368
|
221
$36.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
229+ 6.88% |
$38.3K - $42.1K
|
3.56K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-180- 1.04% |
$30.1K - $33.1K
|
17.1K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
7.14KNew |
$1.19M - $1.31M
|
7.14K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 140.61% |
$308K - $339K
|
3.15K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-474K- 99.42% |
$79.2M - $87.1M
|
2.77K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
166+ 4.18% |
$27.8K - $30.5K
|
4.14K
$682K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-65- 1.3% |
$10.9K - $11.9K
|
4.92K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
438+ 20.08% |
$73.2K - $80.5K
|
2.62K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
310New |
$51.8K - $57K
|
310
$51.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 12.5% |
$334 - $368
|
18
$2.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
279+ 1.22% |
$46.7K - $51.3K
|
23.2K
$3.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11+ 0.5% |
$1.84K - $2.02K
|
2.19K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
667+ 0.33% |
$112K - $123K
|
205K
$33.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-375- 27.78% |
$62.7K - $68.9K
|
975
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
264New |
$44.1K - $48.5K
|
264
$43.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-69- 3.79% |
$11.5K - $12.7K
|
1.75K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
157+ 45.51% |
$26.3K - $28.9K
|
502
$82.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 4.62% |
$134K - $147K
|
16.5K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-297- 1.54% |
$49.7K - $54.6K
|
19K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.76K+ 2.16% |
$1.13M - $1.24M
|
320K
$52.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.52K- 55.75% |
$254K - $279K
|
1.2K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.61K- 3.11% |
$1.61M - $1.77M
|
299K
$49.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 6.82% |
$502 - $552
|
47
$7.75K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
218+ 0.14% |
$36.5K - $40.1K
|
154K
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
247+ 9.33% |
$41.3K - $45.4K
|
2.9K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
90+ 6.66% |
$15.1K - $16.5K
|
1.44K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.92% |
$334 - $368
|
106
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
28.4KNew |
$4.75M - $5.23M
|
28.4K
$4.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.1K+ 9.45% |
$1.52M - $1.67M
|
105K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.69K- 0.65% |
$1.62M - $1.78M
|
1.48M
$244M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
135+ 7.0% |
$22.6K - $24.8K
|
2.06K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-174- 29.44% |
$29.1K - $32K
|
417
$68.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
59+ 9.9% |
$9.87K - $10.8K
|
655
$108K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
263New |
$44K - $48.3K
|
263
$43.3K
|