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 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
650+ 12.86% |
$109K - $119K
|
5.7K
$1.06M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
630+ 13.4% |
$105K - $116K
|
5.33K
$987K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
610+ 5.19% |
$102K - $112K
|
12.4K
$2.29M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
606+ 2.46% |
$101K - $111K
|
25.3K
$4.68M
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
600+ 0.89% |
$100K - $110K
|
67.7K
$12.5M
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
597+ 1.5% |
$99.8K - $110K
|
40.3K
$7.46M
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
594+ 6.33% |
$99.3K - $109K
|
9.98K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
594+ 12.63% |
$99.3K - $109K
|
5.3K
$980K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
582+ 17.14% |
$97.3K - $107K
|
3.98K
$736K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
570+ 37.55% |
$95.3K - $105K
|
2.09K
$386K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
560+ 2.06% |
$93.6K - $103K
|
27.7K
$5.12M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
558+ 2.64% |
$93.3K - $103K
|
21.7K
$4.02M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
556New |
$93K - $102K
|
556
$103K
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
539+ 0.3% |
$90.1K - $99.1K
|
183K
$33.8M
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
535+ 30.04% |
$89.5K - $98.4K
|
2.32K
$429K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
493+ 2.18% |
$82.4K - $90.6K
|
23.2K
$4.29M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
491+ 13.64% |
$82.1K - $90.3K
|
4.09K
$757K
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
488+ 34.05% |
$81.6K - $89.7K
|
1.92K
$355K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
438+ 20.08% |
$73.2K - $80.5K
|
2.62K
$485K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 7.52% |
$71.2K - $78.3K
|
6.09K
$1.13M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
425+ 21.2% |
$71.1K - $78.1K
|
2.43K
$450K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
421+ 72.84% |
$70.4K - $77.4K
|
999
$185K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
396+ 1.72% |
$66.2K - $72.8K
|
23.4K
$4.32M
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
391+ 1.09% |
$65.4K - $71.9K
|
36.1K
$6.69M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
391+ 12.98% |
$65.4K - $71.9K
|
3.4K
$630K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
387+ 3.82% |
$64.7K - $71.1K
|
10.5K
$1.95M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
377+ 2.43% |
$63K - $69.3K
|
15.9K
$2.94M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 6.51% |
$62.4K - $68.6K
|
6.1K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
363New |
$60.7K - $66.7K
|
363
$67.2K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
360+ 20.22% |
$60.2K - $66.2K
|
2.14K
$396K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
344+ 9.73% |
$57.5K - $63.2K
|
3.88K
$718K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
335New |
$56K - $61.6K
|
335
$62K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
323+ 3.44% |
$54K - $59.4K
|
9.71K
$1.8M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
310New |
$51.8K - $57K
|
310
$57.4K
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
307+ 7.31% |
$51.3K - $56.4K
|
4.51K
$834K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
305+ 9.4% |
$51K - $56.1K
|
3.55K
$657K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
303+ 8.65% |
$50.7K - $55.7K
|
3.81K
$704K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 12.89% |
$50.2K - $55.2K
|
2.63K
$486K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
279+ 1.22% |
$46.7K - $51.3K
|
23.2K
$4.3M
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
270+ 7.15% |
$45.2K - $49.6K
|
4.05K
$749K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
264New |
$44.1K - $48.5K
|
264
$48.9K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
263New |
$44K - $48.3K
|
263
$48.7K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
247+ 9.33% |
$41.3K - $45.4K
|
2.9K
$536K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
242+ 0.56% |
$40.5K - $44.5K
|
43.3K
$8.01M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
242New |
$40.5K - $44.5K
|
242
$44.8K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
242+ 9.8% |
$40.5K - $44.5K
|
2.71K
$502K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
237New |
$39.6K - $43.6K
|
237
$43.9K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
229+ 6.88% |
$38.3K - $42.1K
|
3.56K
$658K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
224+ 8.7% |
$37.5K - $41.2K
|
2.8K
$518K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
223+ 16.28% |
$37.3K - $41K
|
1.59K
$295K
|