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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
21.8KNew |
$1.98M - $2.63M
|
21.8K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
65KNew |
$5.91M - $7.85M
|
65K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$2.18K - $2.9K
|
24
$4.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$9.1K - $12.1K
|
100
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
3.6KNew |
$328K - $435K
|
3.6K
$627K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 50.43% |
$181K - $240K
|
1.95K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
275+ 366.67% |
$25K - $33.2K
|
350
$61K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.13K+ 25.18% |
$193K - $257K
|
10.6K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-27.6K- 64.75% |
$2.51M - $3.33M
|
15K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.33KNew |
$303K - $402K
|
3.33K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
738+ 24.77% |
$67.1K - $89.1K
|
3.72K
$647K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-90- 75.0% |
$8.19K - $10.9K
|
30
$5.23K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
48+ 0.08% |
$4.37K - $5.79K
|
57.2K
$9.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-24- 44.44% |
$2.18K - $2.9K
|
30
$5.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-8.77K- 16.15% |
$797K - $1.06M
|
45.5K
$7.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
409+ 10.23% |
$37.2K - $49.4K
|
4.41K
$768K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.05KNew |
$186K - $247K
|
2.05K
$357K
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.05KNew |
$186K - $247K
|
2.05K
$357K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
200New |
$18.2K - $24.1K
|
200
$34.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-165- 52.38% |
$15K - $19.9K
|
150
$26.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-91- 2.09% |
$8.28K - $11K
|
4.26K
$743K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
171+ 259.09% |
$15.6K - $20.6K
|
237
$41.3K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.94KNew |
$176K - $234K
|
1.94K
$337K
|
|
|
Feb 03, 2023
Q4 2022
|
Hill Winds Capital LP
|
BUY
|
- |
55KNew |
$5M - $6.64M
|
55K
$9.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.53K- 58.94% |
$230K - $305K
|
1.76K
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$18.2K - $24.1K
|
200
$34.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.09K - $2.78K
|
23
$4.01K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 3.45% |
$91 - $121
|
30
$5.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
22.2KNew |
$2.02M - $2.68M
|
22.2K
$3.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.53% |
$182 - $241
|
133
$23.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.51K+ 2.34% |
$137K - $182K
|
65.9K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-27.1K- 14.34% |
$2.47M - $3.28M
|
162K
$28.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-195- 3.02% |
$17.7K - $23.5K
|
6.27K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
2.05KNew |
$187K - $247K
|
2.05K
$357K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2KNew |
$182K - $241K
|
2K
$348K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$819 - $1.09K
|
9
$1.57K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5Closed |
$455 - $604
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-740- 12.65% |
$67.3K - $89.3K
|
5.11K
$890K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-83- 1.03% |
$7.55K - $10K
|
7.97K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
6.85K+ 62.43% |
$623K - $827K
|
17.8K
$3.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
153New |
$13.9K - $18.5K
|
153
$26.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.39K- 31.37% |
$127K - $168K
|
3.05K
$531K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-122- 2.68% |
$11.1K - $14.7K
|
4.43K
$772K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100New |
$9.1K - $12.1K
|
100
$17.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
187+ 1.68% |
$17K - $22.6K
|
11.3K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-17.4K- 80.84% |
$1.59M - $2.1M
|
4.13K
$719K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-871- 7.24% |
$79.2K - $105K
|
11.2K
$1.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$3K - $3.98K
|
33
$5.75K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
204New |
$18.6K - $24.6K
|
204
$35.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
42New |
$3.82K - $5.07K
|
42
$7.32K
|