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 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-193- 7.51% |
$20.8K - $24.2K
|
2.38K
$415K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.95K+ 12.84% |
$211K - $244K
|
17.1K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
219New |
$23.7K - $27.5K
|
219
$38.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
30+ 0.89% |
$3.24K - $3.76K
|
3.4K
$594K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
25+ 1.36% |
$2.7K - $3.14K
|
1.87K
$326K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
99+ 4.35% |
$10.7K - $12.4K
|
2.38K
$415K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-11- 4.31% |
$1.19K - $1.38K
|
244
$42.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
2.16K+ 59.52% |
$233K - $271K
|
5.79K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$216 - $251
|
2
$349
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-100- 0.76% |
$10.1K - $11.5K
|
13.1K
$2.29M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23- 0.47% |
$2.33K - $2.66K
|
4.84K
$846K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 17.95% |
$709 - $808
|
46
$8.04K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.4K- 56.27% |
$1.36M - $1.55M
|
10.4K
$1.82M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.62K- 57.85% |
$468K - $533K
|
3.37K
$588K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$10.1K - $11.5K
|
100
$17.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.09KNew |
$211K - $241K
|
2.09K
$364K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
663+ 196.74% |
$67.1K - $76.6K
|
1K
$175K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.49KNew |
$151K - $172K
|
1.49K
$260K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.38KNew |
$140K - $159K
|
1.38K
$241K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
69.3KNew |
$7.02M - $8M
|
69.3K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2New |
$203 - $231
|
2
$349
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$3.04K - $3.46K
|
30
$5.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
400New |
$40.5K - $46.2K
|
400
$69.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-14.9K- 4.17% |
$1.51M - $1.72M
|
342K
$59.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
41.7K+ 137.07% |
$4.23M - $4.82M
|
72.2K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
303KNew |
$30.7M - $35M
|
303K
$53M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
90KNew |
$9.11M - $10.4M
|
90K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-34.5K- 53.65% |
$3.49M - $3.98M
|
29.8K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.15K- 1.04% |
$218K - $249K
|
205K
$35.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
905New |
$91.6K - $105K
|
905
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-149- 5.42% |
$15.1K - $17.2K
|
2.6K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 0.21% |
$3.75K - $4.27K
|
17.5K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-4.2K- 25.15% |
$425K - $485K
|
12.5K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9K- 17.06% |
$912K - $1.04M
|
43.8K
$7.65M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.4KNew |
$243K - $277K
|
2.4K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-49- 17.82% |
$4.96K - $5.66K
|
226
$39.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-15.6K- 7.64% |
$1.57M - $1.8M
|
188K
$32.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$4.56K - $5.2K
|
15.7K
$2.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-66- 3.22% |
$6.68K - $7.62K
|
1.98K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
CALL |
-10- 83.33% |
$1.01K - $1.15K
|
2
$349
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-765- 6.01% |
$77.5K - $88.3K
|
12K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 2.73% |
$506 - $577
|
178
$31.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-78- 2.19% |
$7.9K - $9.01K
|
3.48K
$608K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
15.7K+ 64.38% |
$1.59M - $1.81M
|
40.1K
$7.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
26New |
$2.63K - $3K
|
26
$4.54K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3+ 3.03% |
$304 - $346
|
102
$17.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.29KNew |
$131K - $149K
|
1.29K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$506 - $577
|
5
$873
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.82KNew |
$184K - $210K
|
1.82K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
4.74KNew |
$480K - $547K
|
4.74K
$828K
|
|