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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
858New |
$88.7K - $126K
|
858
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
700New |
$72.4K - $103K
|
700
$115K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
676+ 15.59% |
$69.9K - $99.1K
|
5.01K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
668New |
$69.1K - $97.9K
|
668
$110K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
520New |
$53.8K - $76.2K
|
520
$85.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
453+ 854.72% |
$46.8K - $66.4K
|
506
$83.5K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
417+ 13900.0% |
$43.1K - $61.1K
|
420
$69.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
340+ 6.06% |
$35.1K - $49.8K
|
5.96K
$982K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
321New |
$33.2K - $47.1K
|
321
$53K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
117New |
$12.1K - $17.1K
|
117
$19.3K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
76+ 1.87% |
$7.86K - $11.1K
|
4.14K
$683K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
53New |
$5.48K - $7.77K
|
53
$8.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
52+ 0.11% |
$5.38K - $7.62K
|
47.2K
$7.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
45New |
$4.65K - $6.6K
|
45
$7.42K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 2.15% |
$4.55K - $6.45K
|
2.09K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 6.74% |
$3.1K - $4.4K
|
475
$78.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
26+ 0.17% |
$2.69K - $3.81K
|
15.6K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
26New |
$2.69K - $3.81K
|
26
$4.29K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
21+ 4.16% |
$2.17K - $3.08K
|
526
$86.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
16New |
$1.65K - $2.35K
|
16
$2.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13New |
$1.34K - $1.91K
|
13
$2.14K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.24K - $1.76K
|
12
$1.98K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11New |
$1.14K - $1.61K
|
11
$1.81K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.72% |
$620 - $879
|
355
$58.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$310 - $440
|
3
$495
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2New |
$207 - $293
|
2
$330
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.88% |
$103 - $147
|
114
$18.8K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
643KNew |
$69.4M - $80.6M
|
643K
$106M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
153KNew |
$16.5M - $19.2M
|
153K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
30KNew |
$3.24M - $3.76M
|
30K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.3K+ 6376.82% |
$2.08M - $2.42M
|
19.6K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.3KNew |
$1.11M - $1.29M
|
10.3K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
9.33KNew |
$1.01M - $1.17M
|
9.33K
$1.54M
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.15KNew |
$772K - $897K
|
7.15K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.32KNew |
$467K - $542K
|
4.32K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
3.79KNew |
$410K - $476K
|
3.79K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.23KNew |
$348K - $405K
|
3.23K
$532K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.1KNew |
$335K - $389K
|
3.1K
$511K
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
2.16K+ 59.52% |
$233K - $271K
|
5.79K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.1KNew |
$227K - $263K
|
2.1K
$346K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.98KNew |
$213K - $248K
|
1.98K
$326K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.95K+ 12.84% |
$211K - $244K
|
17.1K
$2.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.88KNew |
$203K - $235K
|
1.88K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
800New |
$86.4K - $100K
|
800
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
462New |
$49.9K - $58K
|
462
$76.2K
|
|
|
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
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
296New |
$32K - $37.1K
|
296
$48.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
250New |
$27K - $31.4K
|
250
$41.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
219New |
$23.7K - $27.5K
|
219
$36.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 714.29% |
$21.6K - $25.1K
|
228
$37.6K
|
|