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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
362+ 28.26% |
$57.7K - $68K
|
1.64K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
79+ 3.6% |
$12.6K - $14.8K
|
2.27K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.24K- 0.51% |
$198K - $233K
|
242K
$39.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 2.86% |
$79.7K - $93.9K
|
17K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
878+ 6.56% |
$140K - $165K
|
14.3K
$2.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.3% |
$638 - $751
|
312
$51.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8- 0.14% |
$1.28K - $1.5K
|
5.72K
$937K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.25% |
$638 - $751
|
1.63K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-6- 0.31% |
$957 - $1.13K
|
1.9K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8+ 0.4% |
$1.28K - $1.5K
|
2.01K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
102+ 5.96% |
$16.3K - $19.2K
|
1.81K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
102+ 5.95% |
$16.3K - $19.2K
|
1.82K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-198- 10.03% |
$31.6K - $37.2K
|
1.78K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
589+ 23.52% |
$93.9K - $111K
|
3.09K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-7- 0.57% |
$1.12K - $1.31K
|
1.22K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-216- 7.72% |
$34.4K - $40.6K
|
2.58K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$638 - $751
|
4
$655
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.42K+ 96.87% |
$385K - $454K
|
4.91K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-82- 9.39% |
$13.1K - $15.4K
|
791
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
320+ 8.99% |
$51K - $60.1K
|
3.88K
$635K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-127- 5.04% |
$20.3K - $23.8K
|
2.39K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-88- 2.94% |
$14K - $16.5K
|
2.9K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.03K- 18.31% |
$323K - $380K
|
9.04K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 13.54% |
$63.8K - $75.1K
|
2.55K
$418K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
55.9K+ 782.11% |
$8.92M - $10.5M
|
63.1K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
903+ 4.79% |
$144K - $170K
|
19.8K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-10.9K- 5.6% |
$1.74M - $2.05M
|
184K
$30.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.32KNew |
$688K - $811K
|
4.32K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
757+ 15.96% |
$121K - $142K
|
5.5K
$901K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6+ 0.55% |
$957 - $1.13K
|
1.1K
$180K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
504+ 24.14% |
$80.4K - $94.6K
|
2.59K
$424K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$5.1K - $6.01K
|
32
$5.24K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 1.49% |
$4.31K - $5.07K
|
1.79K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-413- 2.54% |
$65.9K - $77.6K
|
15.8K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.29K+ 15.61% |
$1M - $1.18M
|
46.6K
$7.63M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 286.96% |
$10.5K - $12.4K
|
89
$14.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.32K+ 29.79% |
$211K - $248K
|
5.76K
$943K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-942- 1.87% |
$150K - $177K
|
49.4K
$8.09M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 4.08% |
$95.7K - $113K
|
14.1K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 80.0% |
$1.28K - $1.5K
|
18
$2.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$478 - $563
|
3
$491
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-3.88K- 10.26% |
$618K - $728K
|
33.9K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.8K+ 21.63% |
$287K - $337K
|
10.1K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.4K- 10.2% |
$222K - $262K
|
12.3K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 4.44% |
$957 - $1.13K
|
129
$21.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.65K+ 36.05% |
$1.22M - $1.44M
|
28.9K
$4.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.05K+ 84.81% |
$327K - $385K
|
4.47K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-282- 23.0% |
$45K - $53K
|
944
$155K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.68KNew |
$1.22M - $1.44M
|
7.68K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
395+ 541.1% |
$63K - $74.2K
|
468
$76.6K
|