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 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
346New |
$35.4K - $45.6K
|
346
$56.3K
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2.84K- 11.46% |
$291K - $374K
|
21.9K
$3.57M
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38New |
$3.89K - $5.01K
|
38
$6.18K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$107K - $137K
|
1.04K
$170K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
18New |
$1.84K - $2.37K
|
18
$2.93K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19KNew |
$1.95M - $2.51M
|
19K
$3.1M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
52New |
$5.32K - $6.85K
|
52
$8.46K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
18+ 0.27% |
$1.84K - $2.37K
|
6.8K
$1.11M
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
1.02K+ 15.03% |
$104K - $134K
|
7.81K
$1.27M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$201K - $259K
|
1.97K
$320K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-29- 19.59% |
$2.97K - $3.82K
|
119
$19.4K
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1K- 71.43% |
$102K - $132K
|
400
$65.1K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$205 - $264
|
2
$325
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.1KNew |
$215K - $277K
|
2.1K
$342K
|
|
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
$96.7K
|
|
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
$4.07K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.8KNew |
$619K - $821K
|
6.8K
$1.11M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
345New |
$31.4K - $41.6K
|
345
$56.1K
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
8.73KNew |
$794K - $1.05M
|
8.73K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.28K- 15.79% |
$116K - $154K
|
6.8K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.88KNew |
$171K - $227K
|
1.88K
$306K
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
405+ 3.1% |
$36.8K - $48.9K
|
13.5K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.54KNew |
$413K - $548K
|
4.54K
$739K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.11KNew |
$192K - $254K
|
2.11K
$343K
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-800- 14.81% |
$72.8K - $96.6K
|
4.6K
$749K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-825- 13.64% |
$75.1K - $99.6K
|
5.23K
$850K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.4KNew |
$309K - $410K
|
3.4K
$553K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.96MNew |
$269M - $358M
|
2.96M
$482M
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.97KNew |
$179K - $237K
|
1.97K
$320K
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-17.1K- 44.29% |
$1.55M - $2.06M
|
21.5K
$3.5M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$18.2K - $24.1K
|
200
$32.5K
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.31KNew |
$301K - $399K
|
3.31K
$538K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
157KNew |
$14.3M - $19M
|
157K
$25.6M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.93KNew |
$540K - $716K
|
5.93K
$965K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.95KNew |
$177K - $235K
|
1.95K
$317K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
160New |
$14.6K - $19.3K
|
160
$26K
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
21.8KNew |
$1.98M - $2.63M
|
21.8K
$3.54M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
PUT |
65KNew |
$5.91M - $7.85M
|
65K
$10.6M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$9.1K - $12.1K
|
100
$16.3K
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
3.6KNew |
$328K - $435K
|
3.6K
$586K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 50.43% |
$181K - $240K
|
1.95K
$318K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
275+ 366.67% |
$25K - $33.2K
|
350
$57K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.13K+ 25.18% |
$193K - $257K
|
10.6K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.33KNew |
$303K - $402K
|
3.33K
$542K
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
738+ 24.77% |
$67.1K - $89.1K
|
3.72K
$605K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-90- 75.0% |
$8.19K - $10.9K
|
30
$4.88K
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
48+ 0.08% |
$4.37K - $5.79K
|
57.2K
$9.3M
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-24- 44.44% |
$2.18K - $2.9K
|
30
$4.88K
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-8.77K- 16.15% |
$797K - $1.06M
|
45.5K
$7.41M
|