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 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
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 2.17% |
$205 - $264
|
90
$15.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2- 0.28% |
$205 - $264
|
703
$124K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3- 37.5% |
$307 - $395
|
5
$880
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 0.2% |
$410 - $527
|
1.97K
$346K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 4.27% |
$512 - $659
|
112
$19.7K
|
|
|
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
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 13.33% |
$614 - $791
|
39
$6.86K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-7- 0.14% |
$717 - $923
|
5.12K
$902K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7- 0.01% |
$717 - $923
|
51.2K
$9.01M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7- 0.15% |
$717 - $923
|
4.63K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 3.6% |
$819 - $1.05K
|
214
$37.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-9- 0.08% |
$921 - $1.19K
|
11.7K
$2.06M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-12- 0.05% |
$1.23K - $1.58K
|
24.4K
$4.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12- 0.45% |
$1.23K - $1.58K
|
2.64K
$465K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-14- 3.66% |
$1.43K - $1.85K
|
368
$64.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-15- 0.37% |
$1.54K - $1.98K
|
4.01K
$706K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16- 0.57% |
$1.64K - $2.11K
|
2.79K
$490K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-17- 0.01% |
$1.74K - $2.24K
|
252K
$44.4M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17- 0.76% |
$1.74K - $2.24K
|
2.21K
$389K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19- 33.93% |
$1.95K - $2.5K
|
37
$6.51K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-23- 0.76% |
$2.35K - $3.03K
|
3.02K
$531K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 9.91% |
$2.35K - $3.03K
|
209
$36.8K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23- 0.47% |
$2.35K - $3.03K
|
4.84K
$852K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-23- 1.03% |
$2.35K - $3.03K
|
2.22K
$390K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 33.33% |
$2.56K - $3.29K
|
50
$8.8K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-27- 1.05% |
$2.76K - $3.56K
|
2.53K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-27- 0.16% |
$2.76K - $3.56K
|
17.4K
$3.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 5.37% |
$2.76K - $3.56K
|
476
$83.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-29- 19.59% |
$2.97K - $3.82K
|
119
$20.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-30- 0.64% |
$3.07K - $3.95K
|
4.65K
$818K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 82.05% |
$3.28K - $4.22K
|
7
$1.23K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-32- 0.08% |
$3.28K - $4.22K
|
41K
$7.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-35- 4.34% |
$3.58K - $4.61K
|
772
$136K
|
|
|
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
$481K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-36- 0.64% |
$3.69K - $4.74K
|
5.6K
$985K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-39- 27.08% |
$3.99K - $5.14K
|
105
$18.5K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-40- 30.77% |
$4.1K - $5.27K
|
90
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-46- 1.54% |
$4.71K - $6.06K
|
2.94K
$517K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-50- 0.28% |
$5.12K - $6.59K
|
17.6K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-51- 5.6% |
$5.22K - $6.72K
|
859
$151K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-51- 8.1% |
$5.22K - $6.72K
|
579
$102K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-52- 0.24% |
$5.32K - $6.85K
|
21.3K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53- 5.03% |
$5.43K - $6.98K
|
1K
$176K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-55- 0.44% |
$5.63K - $7.25K
|
12.3K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-55- 2.33% |
$5.63K - $7.25K
|
2.3K
$405K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-56- 94.92% |
$5.73K - $7.38K
|
3
$528
|