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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3+ 0.03% |
$438 - $510
|
11.6K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.95K+ 213.44% |
$432K - $503K
|
4.34K
$758K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12+ 0.87% |
$1.75K - $2.04K
|
1.39K
$242K
|
|
|
Oct 17, 2024
Q3 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
688+ 0.57% |
$101K - $117K
|
122K
$21.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 1.07% |
$3.94K - $4.59K
|
2.55K
$446K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-162- 6.06% |
$23.7K - $27.6K
|
2.51K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
430+ 15.37% |
$62.8K - $73.1K
|
3.23K
$564K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
103+ 1.79% |
$15K - $17.5K
|
5.85K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
65+ 1.6% |
$9.5K - $11.1K
|
4.12K
$719K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
665+ 46.05% |
$97.1K - $113K
|
2.11K
$368K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 4.65% |
$877 - $1.02K
|
135
$23.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.43KNew |
$209K - $244K
|
1.43K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-37- 0.8% |
$5.41K - $6.29K
|
4.56K
$797K
|
|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
SELL
|
- |
-14.9K- 56.91% |
$2.18M - $2.54M
|
11.3K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
66+ 1320.0% |
$9.64K - $11.2K
|
71
$12.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
379+ 21.03% |
$55.4K - $64.5K
|
2.18K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$146 - $170
|
1
$175
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6+ 0.21% |
$877 - $1.02K
|
2.85K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
114+ 2.87% |
$16.7K - $19.4K
|
4.08K
$713K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68+ 1.11% |
$9.93K - $11.6K
|
6.18K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-116- 5.61% |
$16.9K - $19.7K
|
1.95K
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
38.6KNew |
$5.64M - $6.57M
|
38.6K
$6.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
642+ 71.73% |
$93.8K - $109K
|
1.54K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.89K- 7.94% |
$276K - $321K
|
21.9K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 7.79% |
$20.6K - $24K
|
1.67K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-362- 5.17% |
$52.9K - $61.6K
|
6.64K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
297+ 16.83% |
$43.4K - $50.5K
|
2.06K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
141+ 1.28% |
$20.6K - $24K
|
11.2K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
10.1K+ 42.03% |
$1.48M - $1.73M
|
34.3K
$5.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-99- 3.69% |
$14.5K - $16.8K
|
2.58K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
9+ 0.81% |
$1.31K - $1.53K
|
1.13K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
80+ 47.34% |
$11.7K - $13.6K
|
249
$43.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
513+ 11.1% |
$74.9K - $87.3K
|
5.13K
$897K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.38KNew |
$201K - $235K
|
1.38K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-278- 7.32% |
$40.6K - $47.3K
|
3.52K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 1.6% |
$292 - $340
|
127
$22.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 2.92% |
$730 - $851
|
176
$30.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-232- 4.45% |
$33.9K - $39.5K
|
4.99K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
180+ 13.45% |
$26.3K - $30.6K
|
1.52K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.45K+ 28.94% |
$357K - $416K
|
10.9K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
95+ 3.99% |
$13.9K - $16.2K
|
2.47K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
390New |
$57K - $66.3K
|
390
$68.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.84KNew |
$268K - $312K
|
1.84K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-11- 12.64% |
$1.61K - $1.87K
|
76
$13.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.7K+ 4.86% |
$540K - $629K
|
79.7K
$13.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
214+ 107.54% |
$31.3K - $36.4K
|
413
$72.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
46+ 191.67% |
$6.72K - $7.83K
|
70
$12.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
90+ 4.15% |
$13.1K - $15.3K
|
2.26K
$395K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
39+ 1.31% |
$5.7K - $6.63K
|
3.01K
$526K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.6K- 0.78% |
$234K - $273K
|
204K
$35.7M
|