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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-228Closed |
$29.2K - $37.2K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.44KClosed |
$185K - $236K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-2.63KClosed |
$337K - $429K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-3.79KClosed |
$486K - $618K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-22Closed |
$2.82K - $3.59K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.75KClosed |
$225K - $286K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-1.34KClosed |
$172K - $218K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-595Closed |
$76.3K - $97.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
6.5K+ 43.33% |
$833K - $1.06M
|
21.5K
$3.72M
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-2.54KClosed |
$325K - $414K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-129Closed |
$16.5K - $21K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.35KClosed |
$173K - $220K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.39KClosed |
$178K - $226K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-48.1KClosed |
$6.17M - $7.86M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.62KClosed |
$208K - $264K
|
0
$0
|
|
Q4 2021 | |||||||
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.47KNew |
$193K - $250K
|
1.47K
$254K
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
768+ 1.4% |
$101K - $131K
|
55.8K
$9.64M
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
72+ 4.18% |
$9.46K - $12.3K
|
1.8K
$311K
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.35KNew |
$178K - $231K
|
1.35K
$234K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
238New |
$31.3K - $40.6K
|
238
$41.2K
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-17.2KClosed |
$2.26M - $2.94M
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40New |
$5.26K - $6.82K
|
40
$6.92K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-1KClosed |
$131K - $171K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
PUT |
39.3KNew |
$5.17M - $6.71M
|
39.3K
$6.8M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-28Closed |
$3.68K - $4.77K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
- |
-1.66KClosed |
$218K - $283K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-155KClosed |
$20.4M - $26.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Anson Funds Management LP
Dallas, TX |
BUY
|
CALL |
14.1KNew |
$1.85M - $2.4M
|
14.1K
$2.44M
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-9.3KClosed |
$1.22M - $1.59M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
SELL
|
- |
-1.91KClosed |
$251K - $326K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-352Closed |
$46.2K - $60K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Goldentree Asset Management LP
New York, NY |
SELL
|
- |
-101KClosed |
$13.3M - $17.3M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-198- 99.0% |
$26K - $33.8K
|
2
$346
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-76.8K- 77.5% |
$10.1M - $13.1M
|
22.3K
$3.86M
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.43KClosed |
$187K - $243K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-733Closed |
$96.3K - $125K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
9New |
$1.18K - $1.53K
|
9
$1.56K
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
31New |
$4.07K - $5.29K
|
31
$5.36K
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
20New |
$2.63K - $3.41K
|
20
$3.46K
|
|
Feb 10, 2022
Q4 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.11KClosed |
$146K - $189K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cqs (Us), LLC
New York, NY |
SELL
|
- |
-80KClosed |
$10.5M - $13.6M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Aquila Investment Management LLC
|
BUY
|
- |
16KNew |
$2.1M - $2.73M
|
16K
$2.77M
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17New |
$2.23K - $2.9K
|
17
$2.94K
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-45.6KClosed |
$5.99M - $7.77M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.29KNew |
$169K - $220K
|
1.29K
$223K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-175Closed |
$23K - $29.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-167Closed |
$21.9K - $28.5K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3KClosed |
$394K - $512K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-17Closed |
$2.23K - $2.9K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
33.9KNew |
$4.46M - $5.78M
|
33.9K
$5.87M
|