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 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8- 32.0% |
$1.09K - $1.25K
|
17
$2.77K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-9- 0.63% |
$1.23K - $1.41K
|
1.42K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 3.31% |
$1.23K - $1.41K
|
263
$42.8K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 2.8% |
$1.23K - $1.41K
|
312
$50.8K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10- 3.94% |
$1.37K - $1.56K
|
244
$39.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 1.3% |
$1.37K - $1.56K
|
760
$124K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-11- 0.29% |
$1.5K - $1.72K
|
3.77K
$613K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-12- 1.05% |
$1.64K - $1.88K
|
1.13K
$185K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13- 0.44% |
$1.78K - $2.03K
|
2.92K
$475K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.56% |
$1.92K - $2.19K
|
2.51K
$408K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-15- 0.66% |
$2.05K - $2.35K
|
2.27K
$369K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-17- 1.08% |
$2.33K - $2.66K
|
1.56K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-17- 20.24% |
$2.33K - $2.66K
|
67
$10.9K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-18- 1.18% |
$2.46K - $2.82K
|
1.5K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-19- 0.88% |
$2.6K - $2.97K
|
2.13K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.67% |
$3.01K - $3.44K
|
801
$130K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 25.0% |
$3.01K - $3.44K
|
66
$10.7K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-24- 0.49% |
$3.28K - $3.76K
|
4.84K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25- 0.62% |
$3.42K - $3.91K
|
4K
$650K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-26- 10.04% |
$3.56K - $4.07K
|
233
$37.9K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28- 0.51% |
$3.83K - $4.38K
|
5.43K
$884K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-31- 10.16% |
$4.24K - $4.85K
|
274
$44.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-31- 0.89% |
$4.24K - $4.85K
|
3.47K
$565K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-34- 1.16% |
$4.65K - $5.32K
|
2.9K
$471K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39- 2.05% |
$5.33K - $6.1K
|
1.87K
$303K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-39- 0.35% |
$5.33K - $6.1K
|
11K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-39- 2.26% |
$5.33K - $6.1K
|
1.69K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-39- 33.62% |
$5.33K - $6.1K
|
77
$12.5K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 25.0% |
$5.47K - $6.26K
|
120
$19.5K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42- 2.75% |
$5.75K - $6.57K
|
1.49K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-48- 68.57% |
$6.57K - $7.51K
|
22
$3.58K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 1.4% |
$6.84K - $7.82K
|
3.52K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-50- 3.22% |
$6.84K - $7.82K
|
1.5K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-57- 0.73% |
$7.8K - $8.92K
|
7.8K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-58- 0.25% |
$7.93K - $9.08K
|
23.2K
$3.78M
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-60- 0.53% |
$8.21K - $9.39K
|
11.2K
$1.82M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-60- 3.45% |
$8.21K - $9.39K
|
1.68K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-60- 1.31% |
$8.21K - $9.39K
|
4.52K
$735K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-61- 21.33% |
$8.34K - $9.55K
|
225
$36.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-63- 4.67% |
$8.62K - $9.86K
|
1.29K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-65- 0.21% |
$8.89K - $10.2K
|
30.8K
$5.02M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-68- 4.25% |
$9.3K - $10.6K
|
1.53K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-72- 9.97% |
$9.85K - $11.3K
|
650
$106K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-77- 0.8% |
$10.5K - $12K
|
9.49K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-80- 2.53% |
$10.9K - $12.5K
|
3.09K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-80- 3.59% |
$10.9K - $12.5K
|
2.15K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-83Closed |
$11.4K - $13K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-84- 1.23% |
$11.5K - $13.1K
|
6.72K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 7.78% |
$11.6K - $13.3K
|
1.01K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-87- 3.79% |
$11.9K - $13.6K
|
2.21K
$359K
|