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 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 29.17% |
$958 - $1.1K
|
17
$2.97K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.05K- 95.12% |
$827K - $946K
|
310
$54.2K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 2.12% |
$684 - $782
|
241
$42.1K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
1.28KNew |
$175K - $200K
|
1.28K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-130- 7.04% |
$17.8K - $20.3K
|
1.72K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.55K- 32.65% |
$1.03M - $1.18M
|
15.6K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19KNew |
$163K - $187K
|
1.19K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 25.0% |
$5.47K - $6.26K
|
120
$21K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-50- 3.22% |
$6.84K - $7.82K
|
1.5K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.4K- 99.93% |
$191K - $219K
|
1
$175
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
185+ 130.28% |
$25.3K - $29K
|
327
$57.1K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 5.0% |
$137 - $156
|
19
$3.32K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$410 - $469
|
3
$524
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-60- 1.31% |
$8.21K - $9.39K
|
4.52K
$789K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-900- 64.29% |
$123K - $141K
|
500
$87.3K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-100- 2.89% |
$13.7K - $15.6K
|
3.37K
$588K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$1.09K - $1.25K
|
8
$1.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
442+ 21.24% |
$60.5K - $69.2K
|
2.52K
$441K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.69KNew |
$231K - $264K
|
1.69K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.87KNew |
$529K - $606K
|
3.87K
$676K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
69+ 2.35% |
$9.44K - $10.8K
|
3.01K
$525K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
99New |
$13.5K - $15.5K
|
99
$17.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$13.7K - $15.6K
|
100
$17.5K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$2.33K - $2.66K
|
17
$2.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
69New |
$9.44K - $10.8K
|
69
$12.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.66KNew |
$775K - $886K
|
5.66K
$989K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
50New |
$6.84K - $7.82K
|
50
$8.73K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8- 32.0% |
$1.09K - $1.25K
|
17
$2.97K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
980+ 56.19% |
$134K - $153K
|
2.72K
$476K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
603+ 109.84% |
$82.5K - $94.4K
|
1.15K
$201K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.9K- 77.63% |
$807K - $923K
|
1.7K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
56New |
$7.66K - $8.76K
|
56
$9.78K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
8New |
$1.09K - $1.25K
|
8
$1.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-4.07K- 71.15% |
$557K - $637K
|
1.65K
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.59K- 34.44% |
$218K - $249K
|
3.03K
$530K
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
234+ 1.72% |
$32K - $36.6K
|
13.9K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
829New |
$113K - $130K
|
829
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
265New |
$36.2K - $41.5K
|
265
$46.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 52.38% |
$30.1K - $34.4K
|
200
$34.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-26- 10.04% |
$3.56K - $4.07K
|
233
$40.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
75New |
$10.3K - $11.7K
|
75
$13.1K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 2.82% |
$547 - $626
|
138
$24.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-104- 4.39% |
$14.2K - $16.3K
|
2.27K
$396K
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-36K- 18.31% |
$4.92M - $5.63M
|
161K
$28.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-550- 20.61% |
$75.2K - $86.1K
|
2.12K
$370K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.2KNew |
$3.59M - $4.11M
|
26.2K
$4.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$958 - $1.1K
|
7
$1.22K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3KNew |
$410K - $469K
|
3K
$524K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
392+ 0.3% |
$40.5K - $57.5K
|
130K
$22.7M
|
|