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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.4% |
$1.44K - $1.69K
|
2.26K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.94% |
$159 - $188
|
105
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-123- 1.72% |
$19.6K - $23.1K
|
7.02K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-232- 1.41% |
$37K - $43.6K
|
16.2K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
5.83KNew |
$930K - $1.09M
|
5.83K
$949K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41.1K+ 17934.93% |
$6.55M - $7.71M
|
41.3K
$6.72M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.05K+ 52.18% |
$486K - $572K
|
8.89K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 0.62% |
$8.61K - $10.1K
|
8.69K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
12+ 0.83% |
$1.91K - $2.25K
|
1.45K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-460- 0.74% |
$73.4K - $86.4K
|
62K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-918- 1.59% |
$146K - $172K
|
56.8K
$9.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.09% |
$3.67K - $4.32K
|
2.09K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-957- 35.15% |
$153K - $180K
|
1.77K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
698+ 0.28% |
$111K - $131K
|
254K
$41.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.2K- 1.94% |
$669K - $788K
|
213K
$34.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30+ 1.19% |
$4.78K - $5.63K
|
2.55K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
758+ 9.18% |
$121K - $142K
|
9.01K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 3.62% |
$23.9K - $28.2K
|
4.29K
$698K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.44K+ 24.43% |
$389K - $458K
|
12.4K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-99.5K- 34.41% |
$15.9M - $18.7M
|
190K
$30.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 88.89% |
$2.55K - $3K
|
34
$5.53K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
600+ 4.7% |
$95.7K - $113K
|
13.4K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.06% |
$47.8K - $56.3K
|
14.3K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
111+ 6.15% |
$17.7K - $20.8K
|
1.92K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 34.84% |
$175K - $206K
|
4.25K
$692K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
101New |
$16.1K - $19K
|
101
$16.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-247- 0.7% |
$39.4K - $46.4K
|
35.1K
$5.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-337- 17.54% |
$53.7K - $63.3K
|
1.58K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
384+ 7.87% |
$61.2K - $72.1K
|
5.27K
$857K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-582- 6.36% |
$92.8K - $109K
|
8.57K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
8.48K+ 11.68% |
$1.35M - $1.59M
|
81.1K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-142- 6.38% |
$22.6K - $26.7K
|
2.08K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
201+ 6.62% |
$32.1K - $37.7K
|
3.24K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16+ 1.58% |
$2.55K - $3K
|
1.03K
$167K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
81+ 108.0% |
$12.9K - $15.2K
|
156
$25.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-400K- 80.0% |
$63.8M - $75.1M
|
100K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.87K+ 10.53% |
$776K - $914K
|
51.1K
$8.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-500- 20.3% |
$79.7K - $93.9K
|
1.96K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.49K+ 11.45% |
$397K - $467K
|
24.2K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$26.2K - $30.8K
|
527
$85.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
30+ 0.86% |
$4.78K - $5.63K
|
3.51K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.86KNew |
$1.09M - $1.29M
|
6.86K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.03K+ 26.53% |
$164K - $193K
|
4.91K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
461New |
$73.5K - $86.6K
|
461
$75K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-51- 2.94% |
$8.13K - $9.58K
|
1.68K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-265- 1.8% |
$42.3K - $49.8K
|
14.5K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-6- 1.94% |
$957 - $1.13K
|
304
$49.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3New |
$478 - $563
|
3
$488
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-450- 46.15% |
$71.8K - $84.5K
|
525
$85.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.79K- 1.0% |
$285K - $336K
|
177K
$28.9M
|