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 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 5.0% |
$205 - $264
|
42
$7.42K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.72% |
$205 - $264
|
118
$20.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$205 - $264
|
2
$353
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.15% |
$102 - $132
|
661
$117K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1+ 1.02% |
$102 - $132
|
99
$17.5K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 1.18% |
$102 - $132
|
84
$14.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2- 0.28% |
$205 - $264
|
703
$124K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 2.17% |
$205 - $264
|
90
$15.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 37.5% |
$307 - $395
|
5
$884
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.2% |
$410 - $527
|
1.97K
$348K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 4.27% |
$512 - $659
|
112
$19.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 13.33% |
$614 - $791
|
39
$6.89K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6- 6.98% |
$614 - $791
|
80
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 5.83% |
$614 - $791
|
97
$17.1K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7- 0.01% |
$717 - $923
|
51.2K
$9.05M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-7- 0.14% |
$717 - $923
|
5.12K
$906K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7- 0.15% |
$717 - $923
|
4.63K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 3.6% |
$819 - $1.05K
|
214
$37.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-9- 0.08% |
$921 - $1.19K
|
11.7K
$2.07M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-12- 0.05% |
$1.23K - $1.58K
|
24.4K
$4.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12- 0.45% |
$1.23K - $1.58K
|
2.64K
$467K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-14- 3.66% |
$1.43K - $1.85K
|
368
$65K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-15- 0.37% |
$1.54K - $1.98K
|
4.01K
$709K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16- 0.57% |
$1.64K - $2.11K
|
2.79K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17- 0.76% |
$1.74K - $2.24K
|
2.21K
$390K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-17- 0.01% |
$1.74K - $2.24K
|
252K
$44.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19- 33.93% |
$1.95K - $2.5K
|
37
$6.54K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 9.91% |
$2.35K - $3.03K
|
209
$36.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-23- 0.76% |
$2.35K - $3.03K
|
3.02K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-23- 1.03% |
$2.35K - $3.03K
|
2.22K
$392K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23- 0.47% |
$2.35K - $3.03K
|
4.84K
$856K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 33.33% |
$2.56K - $3.29K
|
50
$8.84K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 5.37% |
$2.76K - $3.56K
|
476
$84.1K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-27- 0.16% |
$2.76K - $3.56K
|
17.4K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-27- 1.05% |
$2.76K - $3.56K
|
2.53K
$448K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-29- 19.59% |
$2.97K - $3.82K
|
119
$21K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-30- 0.64% |
$3.07K - $3.95K
|
4.65K
$822K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 82.05% |
$3.28K - $4.22K
|
7
$1.24K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-32- 0.08% |
$3.28K - $4.22K
|
41K
$7.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-35- 4.34% |
$3.58K - $4.61K
|
772
$136K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-36- 0.64% |
$3.69K - $4.74K
|
5.6K
$989K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-36- 27.07% |
$3.69K - $4.74K
|
97
$17.1K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-36- 1.3% |
$3.69K - $4.74K
|
2.74K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-39- 27.08% |
$3.99K - $5.14K
|
105
$18.6K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-40- 30.77% |
$4.1K - $5.27K
|
90
$15.9K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-46- 1.54% |
$4.71K - $6.06K
|
2.94K
$520K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-50- 0.28% |
$5.12K - $6.59K
|
17.6K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-51- 5.6% |
$5.22K - $6.72K
|
859
$152K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-51- 8.1% |
$5.22K - $6.72K
|
579
$102K
|