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 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
190+ 1.35% |
$27.8K - $32.3K
|
14.2K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
184+ 1.54% |
$26.9K - $31.3K
|
12.1K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
181+ 8.39% |
$26.4K - $30.8K
|
2.34K
$429K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
181+ 16.03% |
$26.4K - $30.8K
|
1.31K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
180+ 9.97% |
$26.3K - $30.6K
|
1.99K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
180+ 13.45% |
$26.3K - $30.6K
|
1.52K
$278K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
176New |
$25.7K - $29.9K
|
176
$32.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
173+ 2.04% |
$25.3K - $29.4K
|
8.66K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
168+ 29.07% |
$24.5K - $28.6K
|
746
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
163+ 0.75% |
$23.8K - $27.7K
|
21.9K
$4.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
158+ 4.33% |
$23.1K - $26.9K
|
3.8K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
158+ 6.33% |
$23.1K - $26.9K
|
2.66K
$487K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
158+ 79.8% |
$23.1K - $26.9K
|
356
$65.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
154+ 7.09% |
$22.5K - $26.2K
|
2.33K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
151+ 0.49% |
$22.1K - $25.7K
|
30.9K
$5.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
144+ 6.19% |
$21K - $24.5K
|
2.47K
$453K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
141+ 1.28% |
$20.6K - $24K
|
11.2K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
132+ 2.71% |
$19.3K - $22.5K
|
5.01K
$919K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
130+ 1.4% |
$19K - $22.1K
|
9.44K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128New |
$18.7K - $21.8K
|
128
$23.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
123+ 0.96% |
$18K - $20.9K
|
12.9K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
122+ 9.21% |
$17.8K - $20.8K
|
1.45K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
120+ 3.49% |
$17.5K - $20.4K
|
3.55K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
120New |
$17.5K - $20.4K
|
120
$22K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
117+ 1.54% |
$17.1K - $19.9K
|
7.71K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
114+ 2.87% |
$16.7K - $19.4K
|
4.08K
$749K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
113+ 1.17% |
$16.5K - $19.2K
|
9.74K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
110New |
$16.1K - $18.7K
|
110
$20.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
110+ 1.6% |
$16.1K - $18.7K
|
7K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 8.84% |
$15.3K - $17.9K
|
1.29K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
105+ 3.01% |
$15.3K - $17.9K
|
3.6K
$660K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
103+ 1.79% |
$15K - $17.5K
|
5.85K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
101+ 7.19% |
$14.8K - $17.2K
|
1.51K
$276K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$14.6K - $17K
|
100
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
98+ 1.22% |
$14.3K - $16.7K
|
8.13K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
97+ 5.76% |
$14.2K - $16.5K
|
1.78K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
97+ 2.72% |
$14.2K - $16.5K
|
3.66K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
95+ 3.99% |
$13.9K - $16.2K
|
2.47K
$454K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
91+ 1.06% |
$13.3K - $15.5K
|
8.66K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
90+ 4.15% |
$13.1K - $15.3K
|
2.26K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 16.48% |
$12.9K - $15K
|
622
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
87+ 3.03% |
$12.7K - $14.8K
|
2.96K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$12.4K - $14.5K
|
85
$15.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 24.06% |
$12.1K - $14.1K
|
428
$78.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83+ 4.03% |
$12.1K - $14.1K
|
2.14K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
82+ 0.91% |
$12K - $13.9K
|
9.08K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
80+ 5.09% |
$11.7K - $13.6K
|
1.65K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
80+ 47.34% |
$11.7K - $13.6K
|
249
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
79New |
$11.5K - $13.4K
|
79
$14.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.67% |
$11.5K - $13.4K
|
11.8K
$2.17M
|