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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13New |
$1.34K - $1.91K
|
13
$2.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 6.74% |
$3.1K - $4.4K
|
475
$83K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
26New |
$2.69K - $3.81K
|
26
$4.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$310 - $440
|
3
$524
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
2.89K+ 369.65% |
$298K - $423K
|
3.67K
$641K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
453+ 854.72% |
$46.8K - $66.4K
|
506
$88.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
881New |
$91.1K - $129K
|
881
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.35KNew |
$140K - $198K
|
1.35K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
21+ 4.16% |
$2.17K - $3.08K
|
526
$91.9K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
113New |
$11.7K - $16.6K
|
113
$19.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.6KNew |
$165K - $235K
|
1.6K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$135K - $192K
|
1.31K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2New |
$207 - $293
|
2
$349
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.8KNew |
$186K - $264K
|
1.8K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 14.36% |
$143K - $202K
|
8.23K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
9.39KNew |
$971K - $1.38M
|
9.39K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.23KNew |
$231K - $327K
|
2.23K
$390K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.47KNew |
$152K - $215K
|
1.47K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-425- 13.08% |
$43.9K - $62.3K
|
2.83K
$493K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-4.63K- 59.26% |
$478K - $678K
|
3.18K
$556K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-261- 23.02% |
$27K - $38.3K
|
873
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-300- 12.37% |
$31K - $44K
|
2.13K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-202- 3.23% |
$20.9K - $29.6K
|
6.05K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-382- 22.52% |
$39.5K - $56K
|
1.31K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-11- 68.75% |
$1.14K - $1.61K
|
5
$873
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
235New |
$24.3K - $34.4K
|
235
$41.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.17K+ 27.46% |
$328K - $465K
|
14.7K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
321New |
$33.2K - $47.1K
|
321
$56.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
340+ 6.06% |
$35.1K - $49.8K
|
5.96K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.72% |
$620 - $879
|
355
$62K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
520New |
$53.8K - $76.2K
|
520
$90.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.24K - $1.76K
|
12
$2.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-25- 0.99% |
$2.58K - $3.66K
|
2.5K
$437K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-518- 15.87% |
$53.5K - $75.9K
|
2.75K
$480K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-7.74K- 61.62% |
$800K - $1.13M
|
4.82K
$842K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.53KNew |
$158K - $224K
|
1.53K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-10K- 49.98% |
$1.03M - $1.47M
|
10K
$1.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.2K+ 7.36% |
$124K - $176K
|
17.5K
$3.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500New |
$51.7K - $73.3K
|
500
$87.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
96.4KNew |
$9.96M - $14.1M
|
96.4K
$16.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.02KNew |
$209K - $296K
|
2.02K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.78KNew |
$184K - $261K
|
1.78K
$312K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 2.15% |
$4.55K - $6.45K
|
2.09K
$366K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.51KNew |
$156K - $221K
|
1.51K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.88% |
$103 - $147
|
114
$19.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
676+ 15.59% |
$69.9K - $99.1K
|
5.01K
$876K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.8KNew |
$393K - $558K
|
3.8K
$665K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
12.3MNew |
$1.33B - $1.55B
|
12.3M
$2.15B
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
123+ 26.11% |
$13.3K - $15.4K
|
594
$104K
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.15KNew |
$772K - $897K
|
7.15K
$1.25M
|
|