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 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-221- 4.08% |
$22.6K - $29.1K
|
5.19K
$904K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-225- 1.48% |
$23K - $29.7K
|
14.9K
$2.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-225- 16.75% |
$23K - $29.7K
|
1.12K
$195K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-225- 1.81% |
$23K - $29.7K
|
12.2K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-228- 4.0% |
$23.3K - $30K
|
5.48K
$954K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-237- 23.7% |
$24.3K - $31.2K
|
763
$133K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-238- 5.39% |
$24.4K - $31.4K
|
4.18K
$727K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-244- 3.05% |
$25K - $32.2K
|
7.75K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-247- 0.33% |
$25.3K - $32.6K
|
73.7K
$12.8M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-250- 2.55% |
$25.6K - $32.9K
|
9.56K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-251- 0.5% |
$25.7K - $33.1K
|
49.9K
$8.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-256- 8.36% |
$26.2K - $33.7K
|
2.81K
$489K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-259- 84.36% |
$26.5K - $34.1K
|
48
$8.36K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-260- 3.33% |
$26.6K - $34.3K
|
7.55K
$1.31M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-268- 0.98% |
$27.4K - $35.3K
|
27K
$4.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-268- 11.05% |
$27.4K - $35.3K
|
2.16K
$376K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-299- 0.35% |
$30.6K - $39.4K
|
86K
$15M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-331- 15.53% |
$33.9K - $43.6K
|
1.8K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-332- 2.31% |
$34K - $43.8K
|
14.1K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-335- 0.76% |
$34.3K - $44.1K
|
43.5K
$7.58M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-335- 0.74% |
$34.3K - $44.1K
|
45.2K
$7.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-336- 12.0% |
$34.4K - $44.3K
|
2.46K
$429K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-340- 0.65% |
$34.8K - $44.8K
|
52.1K
$9.07M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-347- 10.65% |
$35.5K - $45.7K
|
2.91K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-353- 0.28% |
$36.1K - $46.5K
|
125K
$21.9M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-359- 11.67% |
$36.8K - $47.3K
|
2.72K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-370- 0.53% |
$37.9K - $48.8K
|
69.6K
$12.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-378- 3.68% |
$38.7K - $49.8K
|
9.9K
$1.72M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-398- 5.52% |
$40.7K - $52.5K
|
6.82K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-400- 10.42% |
$41K - $52.7K
|
3.44K
$599K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-405- 19.63% |
$41.5K - $53.4K
|
1.66K
$289K
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-411- 12.26% |
$42.1K - $54.2K
|
2.94K
$512K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-417- 14.1% |
$42.7K - $55K
|
2.54K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-420- 6.86% |
$43K - $55.4K
|
5.7K
$993K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-423- 4.62% |
$43.3K - $55.7K
|
8.74K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-433- 1.37% |
$44.3K - $57.1K
|
31.1K
$5.41M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-433- 1.37% |
$44.3K - $57.1K
|
31.1K
$5.41M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-447- 0.59% |
$45.8K - $58.9K
|
75.5K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-450- 11.64% |
$46.1K - $59.3K
|
3.42K
$595K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-450- 18.56% |
$46.1K - $59.3K
|
1.97K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-462- 7.17% |
$47.3K - $60.9K
|
5.98K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-463- 8.07% |
$47.4K - $61K
|
5.27K
$918K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-488- 5.76% |
$50K - $64.3K
|
7.98K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 3.21% |
$51.2K - $65.9K
|
15.1K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-517- 4.16% |
$52.9K - $68.1K
|
11.9K
$2.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-523- 16.03% |
$53.5K - $68.9K
|
2.74K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-556- 14.05% |
$56.9K - $73.3K
|
3.4K
$593K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-558- 16.54% |
$57.1K - $73.5K
|
2.82K
$490K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-571- 6.78% |
$58.5K - $75.3K
|
7.85K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-585- 1.94% |
$59.9K - $77.1K
|
29.6K
$5.15M
|