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
|
Lincoln National Corp
|
SELL
|
- |
-61- 2.44% |
$6.25K - $8.04K
|
2.44K
$424K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-63- 1.01% |
$6.45K - $8.3K
|
6.19K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65- 1.79% |
$6.65K - $8.57K
|
3.56K
$621K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-65- 2.56% |
$6.65K - $8.57K
|
2.48K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-77- 1.74% |
$7.88K - $10.1K
|
4.36K
$759K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-77- 1.91% |
$7.88K - $10.1K
|
3.94K
$687K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-80- 2.82% |
$8.19K - $10.5K
|
2.75K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-86- 21.13% |
$8.8K - $11.3K
|
321
$55.9K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-92- 13.75% |
$9.42K - $12.1K
|
577
$100K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-93- 1.46% |
$9.52K - $12.3K
|
6.3K
$1.1M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-95- 2.6% |
$9.73K - $12.5K
|
3.57K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-95- 1.67% |
$9.73K - $12.5K
|
5.58K
$972K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-95- 3.1% |
$9.73K - $12.5K
|
2.97K
$516K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-96- 3.55% |
$9.83K - $12.7K
|
2.61K
$454K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-97- 0.83% |
$9.93K - $12.8K
|
11.6K
$2.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-99- 4.17% |
$10.1K - $13K
|
2.27K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.05% |
$10.2K - $13.2K
|
9.45K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-101- 30.61% |
$10.3K - $13.3K
|
229
$39.9K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-103Closed |
$10.5K - $13.6K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-105- 39.62% |
$10.7K - $13.8K
|
160
$27.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-107- 28.31% |
$11K - $14.1K
|
271
$47.2K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-108- 30.17% |
$11.1K - $14.2K
|
250
$43.5K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-112- 4.78% |
$11.5K - $14.8K
|
2.23K
$389K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-113- 0.9% |
$11.6K - $14.9K
|
12.4K
$2.16M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-120- 1.05% |
$12.3K - $15.8K
|
11.3K
$1.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-120- 4.47% |
$12.3K - $15.8K
|
2.56K
$446K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-125- 3.13% |
$12.8K - $16.5K
|
3.86K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-127- 3.71% |
$13K - $16.7K
|
3.3K
$575K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-130- 3.18% |
$13.3K - $17.1K
|
3.96K
$690K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-130- 3.69% |
$13.3K - $17.1K
|
3.4K
$591K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-138- 2.02% |
$14.1K - $18.2K
|
6.69K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-146- 6.91% |
$14.9K - $19.2K
|
1.97K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-148- 2.26% |
$15.2K - $19.5K
|
6.41K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-149- 1.35% |
$15.3K - $19.6K
|
10.9K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-153- 10.03% |
$15.7K - $20.2K
|
1.37K
$239K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-158- 1.93% |
$16.2K - $20.8K
|
8.02K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-159- 9.32% |
$16.3K - $21K
|
1.55K
$269K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-161- 0.55% |
$16.5K - $21.2K
|
29K
$5.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-163- 21.94% |
$16.7K - $21.5K
|
580
$101K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-164- 7.93% |
$16.8K - $21.6K
|
1.9K
$332K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-165- 8.12% |
$16.9K - $21.7K
|
1.87K
$325K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-168- 5.21% |
$17.2K - $22.1K
|
3.06K
$532K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-170- 99.42% |
$17.4K - $22.4K
|
1
$174
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-179- 5.17% |
$18.3K - $23.6K
|
3.28K
$571K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-190- 3.29% |
$19.5K - $25K
|
5.59K
$973K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-196- 3.92% |
$20.1K - $25.8K
|
4.81K
$838K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 6.72% |
$20.5K - $26.4K
|
2.77K
$483K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-210- 5.46% |
$21.5K - $27.7K
|
3.63K
$633K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-218- 3.89% |
$22.3K - $28.7K
|
5.38K
$938K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-219- 2.76% |
$22.4K - $28.9K
|
7.71K
$1.34M
|