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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 714.29% |
$21.6K - $25.1K
|
228
$37.1K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
160New |
$17.3K - $20.1K
|
160
$26K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
99+ 1.74% |
$10.7K - $12.4K
|
5.8K
$944K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
87New |
$9.4K - $10.9K
|
87
$14.2K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
75New |
$8.1K - $9.41K
|
75
$12.2K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 62.5% |
$5.94K - $6.9K
|
143
$23.3K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
30+ 0.89% |
$3.24K - $3.76K
|
3.4K
$554K
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
25+ 1.36% |
$2.7K - $3.14K
|
1.87K
$303K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 7.59% |
$1.19K - $1.38K
|
156
$25.4K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5New |
$540 - $627
|
5
$814
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$432 - $502
|
4
$651
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 1.29% |
$216 - $251
|
157
$25.5K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$216 - $251
|
2
$325
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
303KNew |
$30.7M - $35M
|
303K
$49.4M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
90KNew |
$9.11M - $10.4M
|
90K
$14.6M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
69.3KNew |
$7.02M - $8M
|
69.3K
$11.3M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
41.7K+ 137.07% |
$4.23M - $4.82M
|
72.2K
$11.7M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
15.7K+ 64.38% |
$1.59M - $1.81M
|
40.1K
$6.53M
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$1.02M - $1.16M
|
10.1K
$1.64M
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
4.74KNew |
$480K - $547K
|
4.74K
$772K
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
4.08KNew |
$413K - $471K
|
4.08K
$664K
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.4KNew |
$243K - $277K
|
2.4K
$391K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.29KNew |
$232K - $265K
|
2.29K
$373K
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.82KNew |
$184K - $210K
|
1.82K
$296K
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.49KNew |
$151K - $172K
|
1.49K
$242K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.38KNew |
$140K - $159K
|
1.38K
$225K
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.26K+ 40.85% |
$128K - $146K
|
4.35K
$708K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
905New |
$91.6K - $105K
|
905
$147K
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 20.0% |
$50.6K - $57.7K
|
3K
$488K
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
400New |
$40.5K - $46.2K
|
400
$65.1K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
220+ 13.39% |
$22.3K - $25.4K
|
1.86K
$303K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$10.1K - $11.5K
|
100
$16.3K
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$4.56K - $5.2K
|
15.7K
$2.56M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 0.21% |
$3.75K - $4.27K
|
17.5K
$2.85M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$3.04K - $3.46K
|
30
$4.88K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
26New |
$2.63K - $3K
|
26
$4.23K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.15% |
$2.13K - $2.43K
|
14.1K
$2.29M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
20+ 1.09% |
$2.03K - $2.31K
|
1.85K
$301K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$506 - $577
|
5
$814
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3+ 3.03% |
$304 - $346
|
102
$16.6K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2New |
$203 - $231
|
2
$325
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.13% |
$203 - $231
|
1.55K
$252K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
700KNew |
$71.7M - $92.3M
|
700K
$114M
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
108KNew |
$11M - $14.2M
|
108K
$17.5M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19KNew |
$1.95M - $2.51M
|
19K
$3.1M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.8KNew |
$1.2M - $1.55M
|
11.8K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.73KNew |
$893K - $1.15M
|
8.73K
$1.42M
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.03KNew |
$310K - $399K
|
3.03K
$493K
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.71KNew |
$278K - $358K
|
2.71K
$442K
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.67KNew |
$273K - $352K
|
2.67K
$434K
|