Purchases and Sales Made in Q1 2024 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q1 2024. 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 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 5.06% |
$6.98K - $7.98K
|
1.06K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
51+ 2.62% |
$6.98K - $7.98K
|
1.99K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
50New |
$6.84K - $7.82K
|
50
$8.14K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
45+ 1.86% |
$6.16K - $7.04K
|
2.46K
$400K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.16% |
$6.02K - $6.89K
|
28.1K
$4.57M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44+ 2.45% |
$6.02K - $6.89K
|
1.84K
$300K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
42+ 1.31% |
$5.75K - $6.57K
|
3.26K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41+ 1366.67% |
$5.61K - $6.42K
|
44
$7.16K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
41+ 2.37% |
$5.61K - $6.42K
|
1.77K
$288K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39+ 51.32% |
$5.33K - $6.1K
|
115
$18.7K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
39+ 2.74% |
$5.33K - $6.1K
|
1.46K
$238K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 1.13% |
$5.06K - $5.79K
|
3.31K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37+ 1.23% |
$5.06K - $5.79K
|
3.06K
$497K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35+ 1.02% |
$4.79K - $5.48K
|
3.48K
$565K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 1.31% |
$4.65K - $5.32K
|
2.62K
$427K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
34New |
$4.65K - $5.32K
|
34
$5.53K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.0% |
$4.51K - $5.16K
|
1.68K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 19.51% |
$4.38K - $5.01K
|
196
$31.9K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
32+ 1.32% |
$4.38K - $5.01K
|
2.45K
$399K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
32+ 0.27% |
$4.38K - $5.01K
|
11.9K
$1.94M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31New |
$4.24K - $4.85K
|
31
$5.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
31+ 0.01% |
$4.24K - $4.85K
|
488K
$79.4M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 10.9% |
$3.97K - $4.54K
|
295
$48K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
29+ 0.05% |
$3.97K - $4.54K
|
57.4K
$9.35M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29New |
$3.97K - $4.54K
|
29
$4.72K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 44.26% |
$3.69K - $4.23K
|
88
$14.3K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
27+ 0.85% |
$3.69K - $4.23K
|
3.21K
$523K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.11% |
$3.42K - $3.91K
|
23.7K
$3.86M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$3.42K - $3.91K
|
25
$4.07K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.99% |
$3.01K - $3.44K
|
2.25K
$366K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20+ 0.02% |
$2.74K - $3.13K
|
81.8K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19New |
$2.6K - $2.97K
|
19
$3.09K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
19+ 0.76% |
$2.6K - $2.97K
|
2.53K
$411K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$2.33K - $2.66K
|
17
$2.77K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.15% |
$2.19K - $2.5K
|
10.3K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
15+ 1.75% |
$2.05K - $2.35K
|
870
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15+ 0.16% |
$2.05K - $2.35K
|
9.45K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14+ 70.0% |
$1.92K - $2.19K
|
34
$5.53K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13+ 0.42% |
$1.78K - $2.03K
|
3.08K
$501K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13+ 0.46% |
$1.78K - $2.03K
|
2.84K
$462K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 6.67% |
$1.5K - $1.72K
|
176
$28.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 14.47% |
$1.5K - $1.72K
|
87
$14.2K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
11+ 0.02% |
$1.5K - $1.72K
|
67.3K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.37K - $1.56K
|
10
$1.63K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
10New |
$1.37K - $1.56K
|
10
$1.63K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.66% |
$1.37K - $1.56K
|
1.52K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.55% |
$1.37K - $1.56K
|
1.84K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 2.77% |
$1.23K - $1.41K
|
334
$54.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
9+ 17.65% |
$1.23K - $1.41K
|
60
$9.76K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9+ 0.24% |
$1.23K - $1.41K
|
3.7K
$601K
|