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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
623+ 146.24% |
$63.8K - $82.1K
|
1.05K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
614New |
$62.9K - $80.9K
|
614
$92.5K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
612+ 2.83% |
$62.7K - $80.7K
|
22.3K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
610+ 2.09% |
$62.5K - $80.4K
|
29.9K
$4.5M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
603+ 12.79% |
$61.7K - $79.5K
|
5.32K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
589+ 9.24% |
$60.3K - $77.6K
|
6.96K
$1.05M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
583+ 1.18% |
$59.7K - $76.8K
|
49.9K
$7.52M
|
|
|
May 04, 2023
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
563+ 1.6% |
$57.6K - $74.2K
|
35.7K
$5.38M
|
|
|
Feb 14, 2025
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
563+ 1.6% |
$57.6K - $74.2K
|
35.7K
$5.38M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
543+ 3.67% |
$55.6K - $71.6K
|
15.3K
$2.31M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
541+ 11.64% |
$55.4K - $71.3K
|
5.19K
$782K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
536+ 15.66% |
$54.9K - $70.6K
|
3.96K
$597K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
526+ 24.73% |
$53.9K - $69.3K
|
2.65K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
524+ 11.09% |
$53.6K - $69.1K
|
5.25K
$791K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
523+ 15.97% |
$53.5K - $68.9K
|
3.8K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
521+ 9.51% |
$53.3K - $68.7K
|
6K
$904K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
520+ 15.64% |
$53.2K - $68.5K
|
3.85K
$579K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
508New |
$52K - $66.9K
|
508
$76.6K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 2.85% |
$51.2K - $65.9K
|
18K
$2.72M
|
|
|
May 18, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
500+ 0.14% |
$51.2K - $65.9K
|
362K
$54.5M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
500+ 21.29% |
$51.2K - $65.9K
|
2.85K
$429K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
495+ 82.09% |
$50.7K - $65.2K
|
1.1K
$165K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
485+ 11.06% |
$49.7K - $63.9K
|
4.87K
$734K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
468+ 45.09% |
$47.9K - $61.7K
|
1.51K
$227K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
459+ 8.12% |
$47K - $60.5K
|
6.11K
$921K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
452+ 3.2% |
$46.3K - $59.6K
|
14.6K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
439+ 13.03% |
$44.9K - $57.9K
|
3.81K
$574K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
433+ 0.71% |
$44.3K - $57.1K
|
61.2K
$9.23M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
431+ 8.18% |
$44.1K - $56.8K
|
5.7K
$859K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
427+ 1.91% |
$43.7K - $56.3K
|
22.8K
$3.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
421+ 0.76% |
$43.1K - $55.5K
|
55.7K
$8.4M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
415+ 22.54% |
$42.5K - $54.7K
|
2.26K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
415+ 2.72% |
$42.5K - $54.7K
|
15.7K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
414+ 8.58% |
$42.4K - $54.6K
|
5.24K
$790K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
385New |
$39.4K - $50.7K
|
385
$58K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
382+ 6.86% |
$39.1K - $50.3K
|
5.95K
$896K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
380New |
$38.9K - $50.1K
|
380
$57.3K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
378+ 15.47% |
$38.7K - $49.8K
|
2.82K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
375+ 551.47% |
$38.4K - $49.4K
|
443
$66.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
365+ 12.1% |
$37.4K - $48.1K
|
3.38K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
365+ 10.14% |
$37.4K - $48.1K
|
3.96K
$597K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 0.36% |
$36.9K - $47.4K
|
99.8K
$15M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
346New |
$35.4K - $45.6K
|
346
$52.1K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
340+ 4.91% |
$34.8K - $44.8K
|
7.26K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
339+ 47.08% |
$34.7K - $44.7K
|
1.06K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
326+ 1.37% |
$33.4K - $43K
|
24K
$3.62M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
309+ 0.48% |
$31.6K - $40.7K
|
64.8K
$9.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
307New |
$31.4K - $40.5K
|
307
$46.3K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
306+ 1.9% |
$31.3K - $40.3K
|
16.4K
$2.47M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
305New |
$31.2K - $40.2K
|
305
$46K
|