Latest Institutional Purchases of Simon Property Group Inc (SPG)
This list provides information on the latest institutional transactions involving Simon Property Group Inc (SPG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
80+ 2.54% |
$12.8K - $15K
|
3.23K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
79+ 3.6% |
$12.6K - $14.8K
|
2.27K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
78+ 3.72% |
$12.4K - $14.6K
|
2.17K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
77+ 6.4% |
$12.3K - $14.5K
|
1.28K
$208K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
75+ 2.21% |
$12K - $14.1K
|
3.47K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
74+ 35.58% |
$11.8K - $13.9K
|
282
$45.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
74+ 1.28% |
$11.8K - $13.9K
|
5.85K
$952K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
70New |
$11.2K - $13.1K
|
70
$11.4K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
70+ 1.59% |
$11.2K - $13.1K
|
4.47K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
68+ 3.7% |
$10.8K - $12.8K
|
1.91K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 286.96% |
$10.5K - $12.4K
|
89
$14.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64+ 0.5% |
$10.2K - $12K
|
13K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
55+ 0.25% |
$8.77K - $10.3K
|
22K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
50+ 3.01% |
$7.97K - $9.39K
|
1.71K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
49New |
$7.81K - $9.2K
|
49
$7.97K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48+ 228.57% |
$7.66K - $9.01K
|
69
$11.2K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
48+ 1.55% |
$7.66K - $9.01K
|
3.14K
$510K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
45+ 27.11% |
$7.18K - $8.45K
|
211
$34.3K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 1.94% |
$7.18K - $8.45K
|
2.37K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
44New |
$7.02K - $8.26K
|
44
$7.16K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
42+ 1.79% |
$6.7K - $7.89K
|
2.39K
$389K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40+ 47.06% |
$6.38K - $7.51K
|
125
$20.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 370.0% |
$5.9K - $6.95K
|
47
$7.65K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
36+ 0.97% |
$5.74K - $6.76K
|
3.73K
$607K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
36+ 0.89% |
$5.74K - $6.76K
|
4.07K
$661K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
33+ 0.93% |
$5.26K - $6.2K
|
3.58K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32+ 13.56% |
$5.1K - $6.01K
|
268
$43.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$5.1K - $6.01K
|
32
$5.21K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31New |
$4.94K - $5.82K
|
31
$5.04K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
31+ 2.51% |
$4.94K - $5.82K
|
1.26K
$206K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30+ 1.52% |
$4.78K - $5.63K
|
2.01K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30+ 1.19% |
$4.78K - $5.63K
|
2.55K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
30+ 0.86% |
$4.78K - $5.63K
|
3.51K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
30New |
$4.78K - $5.63K
|
30
$4.88K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
29+ 0.46% |
$4.62K - $5.45K
|
6.34K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
27+ 1.27% |
$4.31K - $5.07K
|
2.15K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26+ 0.83% |
$4.15K - $4.88K
|
3.18K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
26New |
$4.15K - $4.88K
|
26
$4.23K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
25New |
$3.99K - $4.69K
|
25
$4.07K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
25+ 0.22% |
$3.99K - $4.69K
|
11.3K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
24+ 38.1% |
$3.83K - $4.51K
|
87
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
23+ 0.6% |
$3.67K - $4.32K
|
3.88K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
21+ 0.98% |
$3.35K - $3.94K
|
2.16K
$352K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$3.19K - $3.76K
|
20
$3.25K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 2.69% |
$3.19K - $3.76K
|
764
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.08% |
$3.19K - $3.76K
|
26.3K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
19New |
$3.03K - $3.57K
|
19
$3.09K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
19+ 0.24% |
$3.03K - $3.57K
|
7.94K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
17+ 1.93% |
$2.71K - $3.19K
|
898
$146K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
17+ 1.26% |
$2.71K - $3.19K
|
1.36K
$222K
|