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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
184+ 1.54% |
$26.9K - $31.3K
|
12.1K
$1.97M
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-70- 0.54% |
$10.2K - $11.9K
|
12.9K
$2.1M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.29% |
$146 - $170
|
345
$56.1K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.32% |
$292 - $340
|
632
$103K
|
|
Oct 24, 2024
Q3 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
59.1KNew |
$8.64M - $10.1M
|
59.1K
$9.62M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.05K+ 9518.18% |
$153K - $178K
|
1.06K
$172K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.65KNew |
$241K - $280K
|
1.65K
$268K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$36.5K - $42.5K
|
250
$40.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56New |
$8.18K - $9.53K
|
56
$9.11K
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
1.2KNew |
$175K - $203K
|
1.2K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.36K+ 2.37% |
$929K - $1.08M
|
275K
$44.7M
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$366K - $427K
|
2.51K
$408K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.5K- 17.29% |
$1.68M - $1.96M
|
55K
$8.96M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.26KNew |
$183K - $213K
|
1.26K
$204K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3+ 0.03% |
$438 - $510
|
11.6K
$1.89M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$146 - $170
|
1
$163
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 1.6% |
$292 - $340
|
127
$20.7K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
390New |
$57K - $66.3K
|
390
$63.5K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.84KNew |
$268K - $312K
|
1.84K
$299K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-11- 12.64% |
$1.61K - $1.87K
|
76
$12.4K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.21KNew |
$177K - $206K
|
1.21K
$197K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$146 - $170
|
1
$163
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-71- 5.26% |
$10.4K - $12.1K
|
1.28K
$208K
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
250New |
$36.5K - $42.5K
|
250
$40.7K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23New |
$3.36K - $3.91K
|
23
$3.74K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-325- 6.79% |
$45.6K - $50K
|
4.46K
$726K
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-4.97K- 8.82% |
$697K - $765K
|
51.4K
$8.37M
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
180+ 3.03% |
$25.2K - $27.7K
|
6.11K
$995K
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.07% |
$140 - $154
|
1.42K
$232K
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
18.6K+ 27.41% |
$2.61M - $2.86M
|
86.5K
$14.1M
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-300- 13.04% |
$42.1K - $46.1K
|
2K
$325K
|
|
Aug 14, 2024
Q2 2024
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
BUY
|
- |
1.35KNew |
$189K - $208K
|
1.35K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.3KNew |
$1.58M - $1.73M
|
11.3K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-17- 25.37% |
$2.38K - $2.61K
|
50
$8.14K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
250New |
$35K - $38.4K
|
250
$40.7K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-7.8K- 62.59% |
$1.09M - $1.2M
|
4.66K
$758K
|
|
Aug 14, 2024
Q2 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-107K- 85.83% |
$15M - $16.5M
|
17.7K
$2.87M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-35- 22.88% |
$4.91K - $5.38K
|
118
$19.2K
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.7KNew |
$238K - $261K
|
1.7K
$277K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
751+ 73.99% |
$105K - $115K
|
1.77K
$287K
|
|
Aug 14, 2024
Q2 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
80KNew |
$11.2M - $12.3M
|
80K
$13M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
31.2KNew |
$4.37M - $4.8M
|
31.2K
$5.08M
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 11.24% |
$1.4K - $1.54K
|
99
$16.1K
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
350New |
$49.1K - $53.8K
|
350
$57K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$421 - $461
|
3
$488
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-250- 45.45% |
$35K - $38.4K
|
300
$48.8K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-90.5K- 82.27% |
$12.7M - $13.9M
|
19.5K
$3.17M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
110New |
$15.4K - $16.9K
|
110
$17.9K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34.2K+ 0.1% |
$4.79M - $5.25M
|
33.8M
$5.5B
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18New |
$2.52K - $2.77K
|
18
$2.93K
|