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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-500- 25.0% |
$70.1K - $76.9K
|
1.5K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.65KNew |
$932K - $1.02M
|
6.65K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-743- 85.4% |
$104K - $114K
|
127
$20.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-241- 11.3% |
$33.8K - $37.1K
|
1.89K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.97KNew |
$416K - $456K
|
2.97K
$483K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
830+ 49.26% |
$116K - $128K
|
2.52K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
206+ 5.53% |
$28.9K - $31.7K
|
3.93K
$640K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20+ 58.82% |
$2.8K - $3.08K
|
54
$8.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$280 - $308
|
2
$325
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
15New |
$2.1K - $2.31K
|
15
$2.44K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
123+ 8.18% |
$17.2K - $18.9K
|
1.63K
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-19- 0.52% |
$2.66K - $2.92K
|
3.63K
$591K
|
|
|
Aug 07, 2024
Q2 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
365+ 99.73% |
$51.2K - $56.1K
|
731
$119K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-7.1K- 37.6% |
$995K - $1.09M
|
11.8K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-160- 42.11% |
$22.4K - $24.6K
|
220
$35.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14- 41.18% |
$1.96K - $2.15K
|
20
$3.25K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
175New |
$24.5K - $26.9K
|
175
$28.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
28New |
$3.93K - $4.31K
|
28
$4.56K
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.19KNew |
$447K - $491K
|
3.19K
$519K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
104+ 4.03% |
$14.6K - $16K
|
2.69K
$437K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.55KNew |
$218K - $239K
|
1.55K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
74.1KNew |
$10.4M - $11.4M
|
74.1K
$12.1M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
322+ 107.33% |
$45.1K - $49.5K
|
622
$101K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-595- 15.98% |
$83.4K - $91.5K
|
3.13K
$509K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.32% |
$140 - $154
|
311
$50.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
73New |
$10.2K - $11.2K
|
73
$11.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 83.23% |
$162K - $178K
|
2.55K
$414K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.44KNew |
$903K - $990K
|
6.44K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$7.43K - $8.15K
|
53
$8.62K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
435New |
$61K - $66.9K
|
435
$70.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$1.4K - $1.54K
|
10
$1.63K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
160+ 727.27% |
$22.4K - $24.6K
|
182
$29.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6New |
$841 - $923
|
6
$976
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
640New |
$89.7K - $98.4K
|
640
$104K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
27New |
$3.78K - $4.15K
|
27
$4.39K
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-429- 10.34% |
$60.1K - $66K
|
3.72K
$605K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$561 - $615
|
4
$651
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-330- 19.64% |
$46.3K - $50.7K
|
1.35K
$220K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.03K- 28.13% |
$285K - $313K
|
5.19K
$845K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-435- 0.76% |
$61K - $66.9K
|
56.6K
$9.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
4.45K+ 123.59% |
$624K - $684K
|
8.05K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-40- 1.58% |
$5.61K - $6.15K
|
2.49K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.49KNew |
$348K - $382K
|
2.49K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 33.33% |
$1.4K - $1.54K
|
20
$3.25K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.43K- 68.43% |
$621K - $681K
|
2.04K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$1.82K - $2K
|
13
$2.12K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.44KNew |
$202K - $222K
|
1.44K
$235K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-45- 2.18% |
$6.31K - $6.92K
|
2.02K
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
315New |
$44.2K - $48.4K
|
315
$51.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-16- 0.33% |
$2.24K - $2.46K
|
4.78K
$777K
|