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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.16% |
$6.02K - $6.89K
|
28.1K
$4.23M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44+ 2.45% |
$6.02K - $6.89K
|
1.84K
$278K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
42+ 1.31% |
$5.75K - $6.57K
|
3.26K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41+ 1366.67% |
$5.61K - $6.42K
|
44
$6.63K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
41+ 2.37% |
$5.61K - $6.42K
|
1.77K
$267K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39+ 51.32% |
$5.33K - $6.1K
|
115
$17.3K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
39+ 2.74% |
$5.33K - $6.1K
|
1.46K
$220K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 1.13% |
$5.06K - $5.79K
|
3.31K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37+ 1.23% |
$5.06K - $5.79K
|
3.06K
$460K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
35+ 1.02% |
$4.79K - $5.48K
|
3.48K
$524K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
34New |
$4.65K - $5.32K
|
34
$5.12K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 1.31% |
$4.65K - $5.32K
|
2.62K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.0% |
$4.51K - $5.16K
|
1.68K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 19.51% |
$4.38K - $5.01K
|
196
$29.5K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
32+ 1.32% |
$4.38K - $5.01K
|
2.45K
$370K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
32+ 0.27% |
$4.38K - $5.01K
|
11.9K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
31+ 0.01% |
$4.24K - $4.85K
|
488K
$73.5M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31New |
$4.24K - $4.85K
|
31
$4.67K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
29+ 10.9% |
$3.97K - $4.54K
|
295
$44.5K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
29+ 0.05% |
$3.97K - $4.54K
|
57.4K
$8.66M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29New |
$3.97K - $4.54K
|
29
$4.37K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
27+ 0.85% |
$3.69K - $4.23K
|
3.21K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 44.26% |
$3.69K - $4.23K
|
88
$13.3K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$3.42K - $3.91K
|
25
$3.77K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.11% |
$3.42K - $3.91K
|
23.7K
$3.57M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 0.99% |
$3.01K - $3.44K
|
2.25K
$339K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20+ 0.02% |
$2.74K - $3.13K
|
81.8K
$12.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
19+ 0.76% |
$2.6K - $2.97K
|
2.53K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19New |
$2.6K - $2.97K
|
19
$2.86K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17New |
$2.33K - $2.66K
|
17
$2.56K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.15% |
$2.19K - $2.5K
|
10.3K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15+ 0.16% |
$2.05K - $2.35K
|
9.45K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
15+ 1.75% |
$2.05K - $2.35K
|
870
$131K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14+ 70.0% |
$1.92K - $2.19K
|
34
$5.12K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13+ 0.42% |
$1.78K - $2.03K
|
3.08K
$464K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13+ 0.46% |
$1.78K - $2.03K
|
2.84K
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11+ 14.47% |
$1.5K - $1.72K
|
87
$13.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 6.67% |
$1.5K - $1.72K
|
176
$26.5K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
11+ 0.02% |
$1.5K - $1.72K
|
67.3K
$10.1M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.55% |
$1.37K - $1.56K
|
1.84K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.37K - $1.56K
|
10
$1.51K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
10New |
$1.37K - $1.56K
|
10
$1.51K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.66% |
$1.37K - $1.56K
|
1.52K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
9+ 17.65% |
$1.23K - $1.41K
|
60
$9.04K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 2.77% |
$1.23K - $1.41K
|
334
$50.3K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9+ 0.24% |
$1.23K - $1.41K
|
3.7K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.25% |
$1.09K - $1.25K
|
3.18K
$479K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
8New |
$1.09K - $1.25K
|
8
$1.21K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$1.09K - $1.25K
|
8
$1.21K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.67% |
$1.09K - $1.25K
|
1.21K
$182K
|