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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
2.17KNew |
$206K - $292K
|
2.17K
$399K
|
|
|
Aug 15, 2022
Q2 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.82K+ 7.96% |
$172K - $245K
|
24.7K
$4.53M
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.58K+ 29.02% |
$149K - $212K
|
7.02K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.53K+ 16.97% |
$145K - $206K
|
10.6K
$1.94M
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
880+ 44.29% |
$83.3K - $118K
|
2.87K
$526K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
852New |
$80.6K - $115K
|
852
$156K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
794New |
$75.1K - $107K
|
794
$146K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
666+ 8.68% |
$63K - $89.6K
|
8.34K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
635+ 5.96% |
$60.1K - $85.4K
|
11.3K
$2.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
597New |
$56.5K - $80.3K
|
597
$110K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
505New |
$47.8K - $67.9K
|
505
$92.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
387New |
$36.6K - $52.1K
|
387
$71K
|
|
|
Aug 09, 2022
Q2 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
252+ 0.37% |
$23.8K - $33.9K
|
68.3K
$12.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200+ 160.0% |
$18.9K - $26.9K
|
325
$59.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
190+ 296.88% |
$18K - $25.6K
|
254
$46.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
155New |
$14.7K - $20.9K
|
155
$28.4K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
150+ 300.0% |
$14.2K - $20.2K
|
200
$36.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
146+ 18.43% |
$13.8K - $19.6K
|
938
$172K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
81+ 207.69% |
$7.66K - $10.9K
|
120
$22K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
75New |
$7.1K - $10.1K
|
75
$13.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
51New |
$4.83K - $6.86K
|
51
$9.36K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
51New |
$4.83K - $6.86K
|
51
$9.36K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 50.0% |
$4.73K - $6.73K
|
150
$27.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
13+ 216.67% |
$1.23K - $1.75K
|
19
$3.49K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$568 - $807
|
6
$1.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6New |
$568 - $807
|
6
$1.1K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
38.4KNew |
$4.92M - $6.26M
|
38.4K
$7.04M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15.3KNew |
$1.96M - $2.49M
|
15.3K
$2.8M
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
10.8KNew |
$1.39M - $1.77M
|
10.8K
$1.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
6.5K+ 43.33% |
$833K - $1.06M
|
21.5K
$3.94M
|
|
|
May 16, 2022
Q1 2022
|
Joho Capital LLC
New York, NY |
BUY
|
- |
4.07K+ 41.11% |
$522K - $664K
|
14K
$2.56M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
4KNew |
$513K - $653K
|
4K
$734K
|
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
410+ 3.37% |
$52.6K - $66.9K
|
12.6K
$2.3M
|
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
230+ 38.92% |
$29.5K - $37.5K
|
821
$151K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
218New |
$27.9K - $35.6K
|
218
$40K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22New |
$2.82K - $3.59K
|
22
$4.04K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
11New |
$1.41K - $1.79K
|
11
$2.02K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
55KNew |
$7.23M - $9.38M
|
55K
$10.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Iyo Bank, Ltd.
|
BUY
|
- |
45.6KNew |
$5.99M - $7.77M
|
45.6K
$8.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
PUT |
39.3KNew |
$5.17M - $6.71M
|
39.3K
$7.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
33.9KNew |
$4.46M - $5.78M
|
33.9K
$6.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquila Investment Management LLC
|
BUY
|
- |
16KNew |
$2.1M - $2.73M
|
16K
$2.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Anson Funds Management LP
Dallas, TX |
BUY
|
CALL |
14.1KNew |
$1.85M - $2.4M
|
14.1K
$2.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
1.6KNew |
$211K - $273K
|
1.6K
$294K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.35KNew |
$178K - $231K
|
1.35K
$248K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.29KNew |
$169K - $220K
|
1.29K
$236K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
768+ 1.4% |
$101K - $131K
|
55.8K
$10.2M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
238New |
$31.3K - $40.6K
|
238
$43.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
153New |
$20.1K - $26.1K
|
153
$28.1K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
72+ 4.18% |
$9.46K - $12.3K
|
1.8K
$329K
|
|