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 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
288+ 8.83% |
$29.5K - $38K
|
3.55K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
283+ 12.22% |
$29K - $37.3K
|
2.6K
$452K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
282+ 1.03% |
$28.9K - $37.2K
|
27.6K
$4.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
281+ 14.27% |
$28.8K - $37K
|
2.25K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
278+ 5.16% |
$28.5K - $36.6K
|
5.67K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
275+ 10.31% |
$28.2K - $36.2K
|
2.94K
$512K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
269+ 4.04% |
$27.5K - $35.5K
|
6.92K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
268+ 30.59% |
$27.4K - $35.3K
|
1.14K
$199K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
267+ 1.11% |
$27.3K - $35.2K
|
24.4K
$4.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
255+ 0.67% |
$26.1K - $33.6K
|
38.5K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
252+ 0.79% |
$25.8K - $33.2K
|
32K
$5.56M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
248+ 1.49% |
$25.4K - $32.7K
|
16.9K
$2.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
244New |
$25K - $32.2K
|
244
$42.5K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
237+ 31.06% |
$24.3K - $31.2K
|
1K
$174K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
234+ 8.06% |
$24K - $30.8K
|
3.14K
$546K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
233+ 2.56% |
$23.9K - $30.7K
|
9.33K
$1.62M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
231+ 8.57% |
$23.6K - $30.4K
|
2.93K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
231+ 11.81% |
$23.6K - $30.4K
|
2.19K
$381K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
222+ 7.27% |
$22.7K - $29.3K
|
3.28K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
220+ 111.68% |
$22.5K - $29K
|
417
$72.6K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
213+ 0.24% |
$21.8K - $28.1K
|
89.5K
$15.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
206+ 11.05% |
$21.1K - $27.1K
|
2.07K
$360K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.95% |
$20.5K - $26.4K
|
21.3K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.21% |
$20.5K - $26.4K
|
95.5K
$16.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
193+ 0.72% |
$19.8K - $25.4K
|
27K
$4.69M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
185+ 1.59% |
$18.9K - $24.4K
|
11.8K
$2.06M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
183New |
$18.7K - $24.1K
|
183
$31.9K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
180+ 0.4% |
$18.4K - $23.7K
|
45.5K
$7.93M
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
180+ 5.96% |
$18.4K - $23.7K
|
3.2K
$557K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
180+ 3.41% |
$18.4K - $23.7K
|
5.46K
$951K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
175+ 14.83% |
$17.9K - $23.1K
|
1.36K
$236K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
169+ 25.04% |
$17.3K - $22.3K
|
844
$147K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
160+ 6.18% |
$16.4K - $21.1K
|
2.75K
$479K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
160+ 0.29% |
$16.4K - $21.1K
|
55.4K
$9.65M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
153+ 0.22% |
$15.7K - $20.2K
|
69.4K
$12.1M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
142+ 1.1% |
$14.5K - $18.7K
|
13K
$2.27M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
141New |
$14.4K - $18.6K
|
141
$24.6K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
136+ 7.36% |
$13.9K - $17.9K
|
1.99K
$346K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
135+ 0.18% |
$13.8K - $17.8K
|
76K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
135+ 6.77% |
$13.8K - $17.8K
|
2.13K
$371K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
132+ 19.3% |
$13.5K - $17.4K
|
816
$142K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
128+ 39.63% |
$13.1K - $16.9K
|
451
$78.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
127+ 5.63% |
$13K - $16.7K
|
2.38K
$415K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
127+ 5.9% |
$13K - $16.7K
|
2.28K
$397K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
126+ 0.43% |
$12.9K - $16.6K
|
29.2K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
123+ 0.98% |
$12.6K - $16.2K
|
12.7K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
122+ 2.31% |
$12.5K - $16.1K
|
5.39K
$939K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122+ 1.24% |
$12.5K - $16.1K
|
9.98K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
114+ 0.44% |
$11.7K - $15K
|
25.9K
$4.5M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
109New |
$11.2K - $14.4K
|
109
$19K
|