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 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
103+ 1.03% |
$10.5K - $13.6K
|
10.1K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
103+ 3.1% |
$10.5K - $13.6K
|
3.43K
$604K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
100+ 4.74% |
$10.2K - $13.2K
|
2.21K
$389K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 87.72% |
$10.2K - $13.2K
|
214
$37.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
94+ 1.68% |
$9.62K - $12.4K
|
5.68K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
91+ 2.65% |
$9.32K - $12K
|
3.53K
$622K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
91+ 5.23% |
$9.32K - $12K
|
1.83K
$322K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
91+ 3.61% |
$9.32K - $12K
|
2.61K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
89+ 2.22% |
$9.11K - $11.7K
|
4.09K
$721K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
88+ 8.27% |
$9.01K - $11.6K
|
1.15K
$203K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
87New |
$8.91K - $11.5K
|
87
$15.3K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
87New |
$8.91K - $11.5K
|
87
$15.3K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
85+ 4.67% |
$8.7K - $11.2K
|
1.9K
$335K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
80+ 8.29% |
$8.19K - $10.5K
|
1.05K
$184K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
80+ 0.17% |
$8.19K - $10.5K
|
46.8K
$8.24M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
79+ 3.66% |
$8.09K - $10.4K
|
2.24K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
79+ 67.52% |
$8.09K - $10.4K
|
196
$34.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
78+ 2.65% |
$7.99K - $10.3K
|
3.02K
$532K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
78New |
$7.99K - $10.3K
|
78
$13.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
75+ 0.08% |
$7.68K - $9.88K
|
89.3K
$15.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
75+ 1.19% |
$7.68K - $9.88K
|
6.38K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
75+ 2.1% |
$7.68K - $9.88K
|
3.65K
$643K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
73+ 0.8% |
$7.47K - $9.62K
|
9.23K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
71+ 0.64% |
$7.27K - $9.36K
|
11.2K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
71+ 1.17% |
$7.27K - $9.36K
|
6.15K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
70+ 0.56% |
$7.17K - $9.23K
|
12.7K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
70+ 32.56% |
$7.17K - $9.23K
|
285
$50.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
69+ 3.05% |
$7.06K - $9.09K
|
2.33K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
69+ 2.45% |
$7.06K - $9.09K
|
2.89K
$508K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
68+ 0.55% |
$6.96K - $8.96K
|
12.5K
$2.19M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
66+ 2.8% |
$6.76K - $8.7K
|
2.42K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
63+ 29.72% |
$6.45K - $8.3K
|
275
$48.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
61+ 0.8% |
$6.25K - $8.04K
|
7.64K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
60+ 23.44% |
$6.14K - $7.91K
|
316
$55.6K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
59+ 0.9% |
$6.04K - $7.78K
|
6.62K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
58+ 0.3% |
$5.94K - $7.64K
|
19.4K
$3.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
57+ 42.22% |
$5.84K - $7.51K
|
192
$33.8K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
56+ 2.75% |
$5.73K - $7.38K
|
2.09K
$368K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
52New |
$5.32K - $6.85K
|
52
$9.16K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
50+ 2.79% |
$5.12K - $6.59K
|
1.85K
$325K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
49+ 1.72% |
$5.02K - $6.46K
|
2.9K
$510K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
45+ 47.37% |
$4.61K - $5.93K
|
140
$24.6K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
43+ 4.38% |
$4.4K - $5.67K
|
1.02K
$180K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
40+ 1.23% |
$4.1K - $5.27K
|
3.29K
$579K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
40+ 2.06% |
$4.1K - $5.27K
|
1.98K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
38New |
$3.89K - $5.01K
|
38
$6.69K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.86% |
$3.79K - $4.88K
|
4.34K
$764K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
37+ 0.89% |
$3.79K - $4.88K
|
4.22K
$742K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 6.43% |
$3.79K - $4.88K
|
612
$108K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
37+ 94.87% |
$3.79K - $4.88K
|
76
$13.4K
|