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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.39KNew |
$335K - $410K
|
2.39K
$389K
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.2K- 12.72% |
$168K - $206K
|
8.24K
$1.34M
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12+ 0.86% |
$1.68K - $2.06K
|
1.41K
$229K
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-86- 1.71% |
$12.1K - $14.7K
|
4.95K
$806K
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-9.08K- 78.25% |
$1.27M - $1.56M
|
2.52K
$411K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-85- 1.87% |
$11.9K - $14.6K
|
4.47K
$728K
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-200- 4.97% |
$28.1K - $34.3K
|
3.83K
$623K
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-35- 0.28% |
$4.91K - $6K
|
12.5K
$2.03M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-120- 0.35% |
$16.8K - $20.6K
|
33.8K
$5.51M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-582- 2.63% |
$81.7K - $99.8K
|
21.6K
$3.51M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
18New |
$2.53K - $3.09K
|
18
$2.93K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
54New |
$7.58K - $9.26K
|
54
$8.79K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-264- 2.51% |
$37.1K - $45.3K
|
10.3K
$1.67M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 12.79% |
$1.54K - $1.89K
|
97
$15.8K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
72+ 2.27% |
$10.1K - $12.3K
|
3.24K
$528K
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
5+ 0.02% |
$702 - $857
|
26.3K
$4.28M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 20.45% |
$165K - $202K
|
4.58K
$744K
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-155- 4.71% |
$21.8K - $26.6K
|
3.14K
$510K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46+ 3.62% |
$6.46K - $7.89K
|
1.32K
$214K
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.48K+ 15.94% |
$208K - $254K
|
10.8K
$1.75M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9.18K+ 1.59% |
$1.29M - $1.57M
|
587K
$95.6M
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
26+ 1.12% |
$3.65K - $4.46K
|
2.34K
$381K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
170+ 1.43% |
$23.9K - $29.1K
|
12.1K
$1.96M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-506- 14.37% |
$71K - $86.7K
|
3.02K
$491K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
992+ 52.35% |
$139K - $170K
|
2.89K
$470K
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.78% |
$2.81K - $3.43K
|
2.57K
$419K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
856+ 13.44% |
$120K - $147K
|
7.22K
$1.18M
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.57K+ 12.08% |
$360K - $440K
|
23.8K
$3.87M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.6KNew |
$2.47M - $3.02M
|
17.6K
$2.86M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 3.2% |
$561 - $686
|
121
$19.7K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-30- 5.02% |
$4.21K - $5.14K
|
568
$92.4K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5- 0.38% |
$702 - $857
|
1.31K
$213K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 13.76% |
$4.21K - $5.14K
|
188
$30.6K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
515+ 9.76% |
$72.3K - $88.3K
|
5.79K
$943K
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.28K+ 3.72% |
$179K - $219K
|
35.6K
$5.79M
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-321- 11.28% |
$45.1K - $55K
|
2.53K
$411K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
227+ 2.71% |
$31.9K - $38.9K
|
8.62K
$1.4M
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-2.65K- 41.15% |
$372K - $454K
|
3.79K
$617K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-544- 1.28% |
$76.4K - $93.3K
|
41.8K
$6.81M
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.82K- 16.68% |
$255K - $312K
|
9.09K
$1.48M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.87K- 19.01% |
$684K - $835K
|
20.8K
$3.38M
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-402- 5.3% |
$56.4K - $68.9K
|
7.18K
$1.17M
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
218+ 26.65% |
$30.6K - $37.4K
|
1.04K
$169K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
34+ 6.14% |
$4.77K - $5.83K
|
588
$95.7K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80New |
$11.2K - $13.7K
|
80
$13K
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-2.81K- 9.83% |
$395K - $482K
|
25.8K
$4.2M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-309- 12.75% |
$43.4K - $53K
|
2.11K
$344K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
313+ 23.34% |
$43.9K - $53.7K
|
1.65K
$269K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207+ 6.23% |
$29.1K - $35.5K
|
3.53K
$575K
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
SELL
|
- |
-54.9K- 94.07% |
$7.7M - $9.4M
|
3.46K
$563K
|