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 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
409+ 10.23% |
$37.2K - $49.4K
|
4.41K
$717K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.05KNew |
$186K - $247K
|
2.05K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.05KNew |
$186K - $247K
|
2.05K
$333K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-165- 52.38% |
$15K - $19.9K
|
150
$24.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-91- 2.09% |
$8.28K - $11K
|
4.26K
$694K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
171+ 259.09% |
$15.6K - $20.6K
|
237
$38.6K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.94KNew |
$176K - $234K
|
1.94K
$315K
|
|
|
Feb 03, 2023
Q4 2022
|
Hill Winds Capital LP
|
BUY
|
- |
55KNew |
$5M - $6.64M
|
55K
$8.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.53K- 58.94% |
$230K - $305K
|
1.76K
$287K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.09K - $2.78K
|
23
$3.74K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 3.45% |
$91 - $121
|
30
$4.88K
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
22.2KNew |
$2.02M - $2.68M
|
22.2K
$3.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.51K+ 2.34% |
$137K - $182K
|
65.9K
$10.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-195- 3.02% |
$17.7K - $23.5K
|
6.27K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
2.05KNew |
$187K - $247K
|
2.05K
$334K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2KNew |
$182K - $241K
|
2K
$325K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$819 - $1.09K
|
9
$1.46K
|
|
|
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
$832K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-83- 1.03% |
$7.55K - $10K
|
7.97K
$1.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
6.85K+ 62.43% |
$623K - $827K
|
17.8K
$2.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
153New |
$13.9K - $18.5K
|
153
$24.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.39K- 31.37% |
$127K - $168K
|
3.05K
$496K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-122- 2.68% |
$11.1K - $14.7K
|
4.43K
$721K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100New |
$9.1K - $12.1K
|
100
$16.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
187+ 1.68% |
$17K - $22.6K
|
11.3K
$1.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-17.4K- 80.84% |
$1.59M - $2.1M
|
4.13K
$672K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-871- 7.24% |
$79.2K - $105K
|
11.2K
$1.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$3K - $3.98K
|
33
$5.37K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
204New |
$18.6K - $24.6K
|
204
$33.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
42New |
$3.82K - $5.07K
|
42
$6.83K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
71New |
$6.46K - $8.57K
|
71
$11.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
15New |
$1.36K - $1.81K
|
15
$2.44K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1K- 29.41% |
$91K - $121K
|
2.4K
$391K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1KNew |
$91K - $121K
|
1K
$163K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-36.8K- 93.73% |
$2.35M - $4M
|
2.46K
$401K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.78K+ 32.05% |
$241K - $410K
|
15.6K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
50New |
$3.19K - $5.43K
|
50
$8.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
862+ 14.11% |
$54.9K - $93.6K
|
6.97K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3KClosed |
$191K - $326K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.05KNew |
$67K - $114K
|
1.05K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200+ 34.31% |
$12.7K - $21.7K
|
783
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.41KNew |
$217K - $370K
|
3.41K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
4.41KNew |
$281K - $479K
|
4.41K
$718K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.03KNew |
$193K - $329K
|
3.03K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
176+ 1257.14% |
$11.2K - $19.1K
|
190
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
247+ 7.56% |
$15.7K - $26.8K
|
3.51K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
64New |
$4.08K - $6.95K
|
64
$10.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-401- 0.86% |
$25.6K - $43.6K
|
46.2K
$7.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-354Closed |
$22.6K - $38.5K
|
0
$0
|
|