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 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-91- 3.44% |
$12.4K - $14.2K
|
2.56K
$416K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-100- 3.6% |
$13.7K - $15.6K
|
2.68K
$436K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-100- 2.89% |
$13.7K - $15.6K
|
3.37K
$548K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 0.83% |
$13.7K - $15.6K
|
12K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 2.76% |
$13.7K - $15.6K
|
3.53K
$574K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-101- 3.1% |
$13.8K - $15.8K
|
3.15K
$513K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-102- 4.27% |
$14K - $16K
|
2.29K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-104- 4.39% |
$14.2K - $16.3K
|
2.27K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-105- 88.24% |
$14.4K - $16.4K
|
14
$2.28K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-107- 2.53% |
$14.6K - $16.7K
|
4.13K
$671K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-109- 35.28% |
$14.9K - $17.1K
|
200
$32.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-116- 4.15% |
$15.9K - $18.2K
|
2.68K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-118- 6.77% |
$16.1K - $18.5K
|
1.62K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-121- 2.33% |
$16.6K - $18.9K
|
5.07K
$825K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 22.2% |
$17.1K - $19.6K
|
438
$71.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-128- 4.96% |
$17.5K - $20K
|
2.45K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
SELL
|
- |
-130- 7.04% |
$17.8K - $20.3K
|
1.72K
$279K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-134- 6.28% |
$18.3K - $21K
|
2K
$325K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-146- 0.63% |
$20K - $22.8K
|
23.1K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-148- 0.25% |
$20.2K - $23.2K
|
60.3K
$9.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-150- 86.21% |
$20.5K - $23.5K
|
24
$3.91K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-152- 2.43% |
$20.8K - $23.8K
|
6.12K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-156- 4.36% |
$21.3K - $24.4K
|
3.42K
$557K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-158- 0.55% |
$21.6K - $24.7K
|
28.6K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-165- 2.24% |
$22.6K - $25.8K
|
7.2K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-174- 0.41% |
$23.8K - $27.2K
|
42.6K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-174- 18.34% |
$23.8K - $27.2K
|
775
$126K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-183- 11.64% |
$25K - $28.6K
|
1.39K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-190- 10.6% |
$26K - $29.7K
|
1.6K
$261K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-192- 96.97% |
$26.3K - $30K
|
6
$976
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-199- 7.68% |
$27.2K - $31.1K
|
2.39K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-200- 3.39% |
$27.4K - $31.3K
|
5.7K
$928K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-200- 6.86% |
$27.4K - $31.3K
|
2.72K
$442K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-200- 5.83% |
$27.4K - $31.3K
|
3.23K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-202- 6.31% |
$27.6K - $31.6K
|
3K
$488K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-205- 3.07% |
$28K - $32.1K
|
6.47K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-206- 5.42% |
$28.2K - $32.2K
|
3.6K
$586K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-212- 3.78% |
$29K - $33.2K
|
5.4K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-216- 10.51% |
$29.5K - $33.8K
|
1.84K
$299K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 52.38% |
$30.1K - $34.4K
|
200
$32.5K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-235- 11.93% |
$32.1K - $36.8K
|
1.73K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-239- 5.44% |
$32.7K - $37.4K
|
4.16K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-241- 8.61% |
$33K - $37.7K
|
2.56K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-246- 1.26% |
$33.7K - $38.5K
|
19.3K
$3.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 6.7% |
$34.2K - $39.1K
|
3.48K
$566K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-253- 1.82% |
$34.6K - $39.6K
|
13.7K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-261- 0.71% |
$35.7K - $40.8K
|
36.6K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-271- 8.44% |
$37.1K - $42.4K
|
2.94K
$478K
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-275- 14.07% |
$37.6K - $43K
|
1.68K
$273K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-289- 17.11% |
$39.5K - $45.2K
|
1.4K
$228K
|