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 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 3.3% |
$18.2K - $20.8K
|
5.28K
$922K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-3.45K- 57.74% |
$350K - $399K
|
2.53K
$442K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
220+ 13.39% |
$22.3K - $25.4K
|
1.86K
$325K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.13% |
$203 - $231
|
1.55K
$271K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-208- 7.59% |
$21.1K - $24K
|
2.53K
$442K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-68.5K- 91.85% |
$6.94M - $7.91M
|
6.08K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.29KNew |
$232K - $265K
|
2.29K
$401K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.61K- 45.91% |
$163K - $186K
|
1.89K
$331K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.26K+ 40.85% |
$128K - $146K
|
4.35K
$760K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-4.11K- 18.23% |
$416K - $475K
|
18.4K
$3.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.15% |
$2.13K - $2.43K
|
14.1K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-113- 5.06% |
$11.4K - $13K
|
2.12K
$370K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
87New |
$8.81K - $10K
|
87
$15.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-15- 16.67% |
$1.52K - $1.73K
|
75
$13.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 20.0% |
$50.6K - $57.7K
|
3K
$524K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 48.31% |
$10.1K - $11.5K
|
107
$18.7K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
20+ 1.09% |
$2.03K - $2.31K
|
1.85K
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
4.08KNew |
$413K - $471K
|
4.08K
$712K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3- 0.09% |
$304 - $346
|
3.38K
$590K
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$1.02M - $1.16M
|
10.1K
$1.76M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 0.17% |
$1.82K - $2.08K
|
10.8K
$1.89M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.67KNew |
$273K - $352K
|
2.67K
$466K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-103Closed |
$10.5K - $13.6K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6.35K- 89.96% |
$650K - $836K
|
708
$124K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 33.33% |
$2.56K - $3.29K
|
50
$8.73K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11.3KNew |
$1.16M - $1.49M
|
11.3K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.81KNew |
$185K - $239K
|
1.81K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 3.6% |
$819 - $1.05K
|
214
$37.4K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
759+ 35.68% |
$77.7K - $100K
|
2.89K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
614New |
$62.9K - $80.9K
|
614
$107K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.22KNew |
$227K - $293K
|
2.22K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
2.25KNew |
$230K - $297K
|
2.25K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-39- 27.08% |
$3.99K - $5.14K
|
105
$18.3K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16- 0.57% |
$1.64K - $2.11K
|
2.79K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.2KNew |
$1.14M - $1.47M
|
11.2K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-200K- 47.06% |
$20.5M - $26.4M
|
225K
$39.3M
|
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
700KNew |
$71.7M - $92.3M
|
700K
$122M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
108KNew |
$11M - $14.2M
|
108K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10New |
$1.02K - $1.32K
|
10
$1.75K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.73KNew |
$893K - $1.15M
|
8.73K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.71KNew |
$278K - $358K
|
2.71K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-680- 73.12% |
$69.6K - $89.6K
|
250
$43.7K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.32KNew |
$237K - $305K
|
2.32K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.03KNew |
$310K - $399K
|
3.03K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2KNew |
$205K - $263K
|
2K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.65KNew |
$476K - $612K
|
4.65K
$811K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-347- 10.65% |
$35.5K - $45.7K
|
2.91K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.8KNew |
$1.2M - $1.55M
|
11.8K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
73+ 0.8% |
$7.47K - $9.62K
|
9.23K
$1.61M
|
|