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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.42KNew |
$351K - $451K
|
3.42K
$598K
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-23.4K- 84.76% |
$2.39M - $3.08M
|
4.2K
$734K
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-4.35K- 65.91% |
$445K - $573K
|
2.25K
$393K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
109New |
$11.2K - $14.4K
|
109
$19K
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
142+ 1.1% |
$14.5K - $18.7K
|
13K
$2.28M
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 6.72% |
$20.5K - $26.4K
|
2.77K
$485K
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
1.96KNew |
$201K - $259K
|
1.96K
$343K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
346New |
$35.4K - $45.6K
|
346
$60.4K
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.84K- 11.46% |
$291K - $374K
|
21.9K
$3.83M
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38New |
$3.89K - $5.01K
|
38
$6.64K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-331- 15.53% |
$33.9K - $43.6K
|
1.8K
$315K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-170- 99.42% |
$17.4K - $22.4K
|
1
$175
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$107K - $137K
|
1.04K
$182K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
18New |
$1.84K - $2.37K
|
18
$3.14K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19KNew |
$1.95M - $2.51M
|
19K
$3.32M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
52New |
$5.32K - $6.85K
|
52
$9.08K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
18+ 0.27% |
$1.84K - $2.37K
|
6.8K
$1.19M
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
1.02K+ 15.03% |
$104K - $134K
|
7.81K
$1.36M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
340+ 4.91% |
$34.8K - $44.8K
|
7.26K
$1.27M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$201K - $259K
|
1.97K
$343K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-29- 19.59% |
$2.97K - $3.82K
|
119
$20.8K
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-95- 3.1% |
$9.73K - $12.5K
|
2.97K
$518K
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1K- 71.43% |
$102K - $132K
|
400
$69.9K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$205 - $264
|
2
$349
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.1KNew |
$215K - $277K
|
2.1K
$368K
|
|
Q4 2022 | |||||||
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
594New |
$54K - $71.7K
|
594
$104K
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.1KClosed |
$373K - $495K
|
0
$0
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$2.27K - $3.02K
|
25
$4.37K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$619K - $821K
|
6.8K
$1.19M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
345New |
$31.4K - $41.6K
|
345
$60.3K
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
8.73KNew |
$794K - $1.05M
|
8.73K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.28K- 15.79% |
$116K - $154K
|
6.8K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.88KNew |
$171K - $227K
|
1.88K
$328K
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
405+ 3.1% |
$36.8K - $48.9K
|
13.5K
$2.35M
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.54KNew |
$413K - $548K
|
4.54K
$794K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.11KNew |
$192K - $254K
|
2.11K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-800- 14.81% |
$72.8K - $96.6K
|
4.6K
$804K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-825- 13.64% |
$75.1K - $99.6K
|
5.23K
$913K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.4KNew |
$309K - $410K
|
3.4K
$594K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.96MNew |
$269M - $358M
|
2.96M
$517M
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.97KNew |
$179K - $237K
|
1.97K
$343K
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-17.1K- 44.29% |
$1.55M - $2.06M
|
21.5K
$3.75M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$18.2K - $24.1K
|
200
$34.9K
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.31KNew |
$301K - $399K
|
3.31K
$578K
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
286+ 2.38% |
$26K - $34.5K
|
12.3K
$2.15M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
157KNew |
$14.3M - $19M
|
157K
$27.5M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.93KNew |
$540K - $716K
|
5.93K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.95KNew |
$177K - $235K
|
1.95K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
160New |
$14.6K - $19.3K
|
160
$28K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-553- 23.52% |
$50.3K - $66.7K
|
1.8K
$314K
|