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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$983 - $1.2K
|
7
$1.14K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.11% |
$1.4K - $1.71K
|
9.3K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.62K+ 2.43% |
$368K - $450K
|
111K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
661+ 19.21% |
$92.8K - $113K
|
4.1K
$668K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
68+ 0.98% |
$9.55K - $11.7K
|
7.04K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
7.3K+ 5.58% |
$1.02M - $1.25M
|
138K
$22.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.07K+ 23.47% |
$852K - $1.04M
|
31.9K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.22KNew |
$592K - $723K
|
4.22K
$686K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
26+ 1.29% |
$3.65K - $4.46K
|
2.04K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.49KNew |
$770K - $941K
|
5.49K
$893K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15.4K+ 22.21% |
$2.17M - $2.65M
|
84.9K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
29+ 1.3% |
$4.07K - $4.97K
|
2.25K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-78- 5.6% |
$10.9K - $13.4K
|
1.32K
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.29% |
$561 - $686
|
314
$51.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.63K- 7.78% |
$1.35M - $1.65M
|
114K
$18.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
27+ 7.09% |
$3.79K - $4.63K
|
408
$66.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
386KNew |
$54.2M - $66.2M
|
386K
$62.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.56K+ 6.47% |
$640K - $781K
|
75K
$12.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
27+ 0.92% |
$3.79K - $4.63K
|
2.96K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-56- 2.71% |
$7.86K - $9.6K
|
2.01K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
34.3KNew |
$4.82M - $5.89M
|
34.3K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
595+ 23.75% |
$83.5K - $102K
|
3.1K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
80+ 5.19% |
$11.2K - $13.7K
|
1.62K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.81KNew |
$815K - $995K
|
5.81K
$945K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-185- 3.26% |
$26K - $31.7K
|
5.49K
$893K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 6.63% |
$1.68K - $2.06K
|
193
$31.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
320+ 6.03% |
$44.9K - $54.9K
|
5.63K
$916K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.52K+ 199.53% |
$354K - $432K
|
3.79K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.0% |
$1.26K - $1.54K
|
205K
$33.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.05% |
$1.12K - $1.37K
|
14.8K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
46+ 3.3% |
$6.46K - $7.89K
|
1.44K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 12.25% |
$35.1K - $42.9K
|
1.79K
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-604- 25.7% |
$84.8K - $104K
|
1.75K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 2.27% |
$842 - $1.03K
|
270
$43.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
144+ 5.31% |
$20.2K - $24.7K
|
2.86K
$465K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
81+ 5.97% |
$11.4K - $13.9K
|
1.44K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-23K- 9.81% |
$3.23M - $3.94M
|
211K
$34.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50New |
$7.02K - $8.57K
|
50
$8.14K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-89- 31.56% |
$12.5K - $15.3K
|
193
$31.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211+ 29.39% |
$29.6K - $36.2K
|
929
$151K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
36New |
$5.05K - $6.17K
|
36
$5.86K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
160+ 155.34% |
$22.5K - $27.4K
|
263
$42.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-946- 48.91% |
$133K - $162K
|
988
$161K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 2.68% |
$20.6K - $25.2K
|
5.35K
$870K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.12KNew |
$438K - $535K
|
3.12K
$508K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.38% |
$14K - $17.1K
|
7.16K
$1.17M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-24- 0.81% |
$3.37K - $4.11K
|
2.94K
$479K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-149- 11.44% |
$20.9K - $25.5K
|
1.15K
$188K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
163K+ 63.2% |
$25.9M - $30.5M
|
420K
$68.3M
|
|