Purchases and Sales Made in Q1 2023 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q1 2023. The information is specifically focused on institutions that hold shares of SIMON PROPERTY GROUP INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
37+ 94.87% |
$3.79K - $4.88K
|
76
$11.5K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
37+ 0.89% |
$3.79K - $4.88K
|
4.22K
$636K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 6.43% |
$3.79K - $4.88K
|
612
$92.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.86% |
$3.79K - $4.88K
|
4.34K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
35+ 10.45% |
$3.58K - $4.61K
|
370
$55.8K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
32+ 7.64% |
$3.28K - $4.22K
|
451
$68K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 115.38% |
$3.07K - $3.95K
|
56
$8.44K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.28% |
$2.97K - $3.82K
|
10.3K
$1.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.47% |
$2.87K - $3.69K
|
5.96K
$898K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
26+ 1.09% |
$2.66K - $3.43K
|
2.42K
$364K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.15% |
$2.56K - $3.29K
|
16.8K
$2.53M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25+ 1.0% |
$2.56K - $3.29K
|
2.53K
$381K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
24+ 0.85% |
$2.46K - $3.16K
|
2.85K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
23New |
$2.35K - $3.03K
|
23
$3.47K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
18New |
$1.84K - $2.37K
|
18
$2.71K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
18+ 0.27% |
$1.84K - $2.37K
|
6.8K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
18+ 0.02% |
$1.84K - $2.37K
|
92K
$13.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
17New |
$1.74K - $2.24K
|
17
$2.56K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 2.44% |
$1.74K - $2.24K
|
713
$107K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
16+ 0.03% |
$1.64K - $2.11K
|
63.2K
$9.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.54% |
$1.33K - $1.71K
|
2.42K
$364K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
12+ 0.64% |
$1.23K - $1.58K
|
1.89K
$285K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
12+ 0.78% |
$1.23K - $1.58K
|
1.56K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10New |
$1.02K - $1.32K
|
10
$1.51K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 500.0% |
$1.02K - $1.32K
|
12
$1.81K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
9+ 37.5% |
$921 - $1.19K
|
33
$4.97K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
9+ 0.23% |
$921 - $1.19K
|
3.86K
$581K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 6.52% |
$921 - $1.19K
|
147
$22.2K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.41% |
$921 - $1.19K
|
2.21K
$333K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 2.13% |
$819 - $1.05K
|
384
$57.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
8+ 0.25% |
$819 - $1.05K
|
3.25K
$489K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 2.11% |
$717 - $923
|
338
$50.9K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7+ 53.85% |
$717 - $923
|
20
$3.01K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.07% |
$717 - $923
|
10.1K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 75.0% |
$614 - $791
|
14
$2.11K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 6.59% |
$614 - $791
|
97
$14.6K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$614 - $791
|
6
$904
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$614 - $791
|
6
$904
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
5+ 0.2% |
$512 - $659
|
2.5K
$377K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 1.57% |
$512 - $659
|
323
$48.7K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.76% |
$410 - $527
|
231
$34.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$410 - $527
|
3.91K
$589K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$307 - $395
|
3
$452
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.57% |
$307 - $395
|
526
$79.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.52% |
$205 - $264
|
384
$57.9K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.72% |
$205 - $264
|
118
$17.8K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
2+ 0.05% |
$205 - $264
|
3.91K
$589K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 1.33% |
$205 - $264
|
152
$22.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$205 - $264
|
2
$301
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 5.0% |
$205 - $264
|
42
$6.33K
|