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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-382- 22.52% |
$39.5K - $56K
|
1.31K
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-11- 68.75% |
$1.14K - $1.61K
|
5
$814
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.17K+ 27.46% |
$328K - $465K
|
14.7K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
321New |
$33.2K - $47.1K
|
321
$52.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
340+ 6.06% |
$35.1K - $49.8K
|
5.96K
$969K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.72% |
$620 - $879
|
355
$57.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
520New |
$53.8K - $76.2K
|
520
$84.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.24K - $1.76K
|
12
$1.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-518- 15.87% |
$53.5K - $75.9K
|
2.75K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-7.74K- 61.62% |
$800K - $1.13M
|
4.82K
$785K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-10K- 49.98% |
$1.03M - $1.47M
|
10K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
96.4KNew |
$9.96M - $14.1M
|
96.4K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.78KNew |
$184K - $261K
|
1.78K
$290K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 2.15% |
$4.55K - $6.45K
|
2.09K
$341K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.51KNew |
$156K - $221K
|
1.51K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.88% |
$103 - $147
|
114
$18.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
676+ 15.59% |
$69.9K - $99.1K
|
5.01K
$816K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.8KNew |
$393K - $558K
|
3.8K
$619K
|
|
| Q3 2023 | |||||||
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.15KNew |
$772K - $897K
|
7.15K
$1.16M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
160New |
$17.3K - $20.1K
|
160
$26K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1- 0.1% |
$108 - $125
|
1K
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.88KNew |
$203K - $235K
|
1.88K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
800New |
$86.4K - $100K
|
800
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
296New |
$32K - $37.1K
|
296
$48.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.98K- 72.0% |
$1.08M - $1.25M
|
3.88K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
99+ 1.74% |
$10.7K - $12.4K
|
5.8K
$944K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
9.33KNew |
$1.01M - $1.17M
|
9.33K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.1KNew |
$335K - $389K
|
3.1K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5New |
$540 - $627
|
5
$814
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
427+ 10.04% |
$46.1K - $53.6K
|
4.68K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.1KNew |
$227K - $263K
|
2.1K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-4.48K- 39.36% |
$484K - $562K
|
6.91K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-300- 13.2% |
$32.4K - $37.6K
|
1.97K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
3.79KNew |
$410K - $476K
|
3.79K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
75New |
$8.1K - $9.41K
|
75
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-634- 4.1% |
$68.5K - $79.5K
|
14.8K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-76- 1.92% |
$8.21K - $9.53K
|
3.89K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.3KNew |
$1.11M - $1.29M
|
10.3K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
153KNew |
$16.5M - $19.2M
|
153K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.3K+ 6376.82% |
$2.08M - $2.42M
|
19.6K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-4.19K- 5.06% |
$452K - $525K
|
78.5K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.23KNew |
$348K - $405K
|
3.23K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.05K- 28.54% |
$113K - $132K
|
2.63K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
462New |
$49.9K - $58K
|
462
$75.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
30KNew |
$3.24M - $3.76M
|
30K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 62.5% |
$5.94K - $6.9K
|
143
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-70.8K- 33.42% |
$7.65M - $8.89M
|
141K
$23M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$432 - $502
|
4
$651
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-755- 1.82% |
$81.6K - $94.7K
|
40.7K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 7.59% |
$1.19K - $1.38K
|
156
$25.4K
|
|