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 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
603+ 109.84% |
$82.5K - $94.4K
|
1.15K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
590+ 2.73% |
$80.7K - $92.3K
|
22.2K
$3.86M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
574+ 8.61% |
$78.5K - $89.8K
|
7.24K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
550New |
$75.2K - $86.1K
|
550
$95.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
546+ 2.36% |
$74.7K - $85.4K
|
23.7K
$4.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
545+ 7.88% |
$74.6K - $85.3K
|
7.46K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
540New |
$73.9K - $84.5K
|
540
$93.9K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
537+ 29.75% |
$73.5K - $84K
|
2.34K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
515+ 1.73% |
$70.4K - $80.6K
|
30.3K
$5.27M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
507New |
$69.4K - $79.3K
|
507
$88.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
484+ 0.71% |
$66.2K - $75.7K
|
69K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
482+ 354.41% |
$65.9K - $75.4K
|
618
$107K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
481+ 11.9% |
$65.8K - $75.3K
|
4.52K
$787K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
477+ 1.04% |
$65.2K - $74.6K
|
46.2K
$8.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
475+ 10.44% |
$65K - $74.3K
|
5.03K
$874K
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
460+ 6.21% |
$62.9K - $72K
|
7.86K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
443+ 0.78% |
$60.6K - $69.3K
|
57.3K
$9.96M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
442+ 21.24% |
$60.5K - $69.2K
|
2.52K
$439K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
440+ 25.26% |
$60.2K - $68.9K
|
2.18K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
435+ 19.68% |
$59.5K - $68.1K
|
2.65K
$460K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
432+ 180.75% |
$59.1K - $67.6K
|
671
$117K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
431+ 1.76% |
$59K - $67.4K
|
24.9K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
418New |
$57.2K - $65.4K
|
418
$72.7K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
416+ 7.58% |
$56.9K - $65.1K
|
5.9K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
415+ 20.88% |
$56.8K - $64.9K
|
2.4K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
410+ 0.84% |
$56.1K - $64.2K
|
49K
$8.51M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
409+ 7.94% |
$55.9K - $64K
|
5.56K
$967K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
400+ 13.33% |
$54.7K - $62.6K
|
3.4K
$591K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
398+ 5.7% |
$54.4K - $62.3K
|
7.38K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
392+ 5.85% |
$53.6K - $61.3K
|
7.09K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
392+ 0.61% |
$53.6K - $61.3K
|
64.8K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
379+ 11.24% |
$51.8K - $59.3K
|
3.75K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
371+ 173.36% |
$50.7K - $58.1K
|
585
$102K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
358+ 1.35% |
$49K - $56K
|
26.8K
$4.66M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
350+ 4.38% |
$47.9K - $54.8K
|
8.33K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
346+ 17.09% |
$47.3K - $54.1K
|
2.37K
$412K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
340+ 3.52% |
$46.5K - $53.2K
|
9.99K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
337+ 0.59% |
$46.1K - $52.7K
|
57K
$9.91M
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
317+ 0.7% |
$43.4K - $49.6K
|
45.3K
$7.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
316+ 8.06% |
$43.2K - $49.5K
|
4.24K
$737K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
310+ 3.19% |
$42.4K - $48.5K
|
10K
$1.74M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
301+ 11.49% |
$41.2K - $47.1K
|
2.92K
$508K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
300New |
$41K - $46.9K
|
300
$52.2K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
294+ 20.72% |
$40.2K - $46K
|
1.71K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
291+ 2.2% |
$39.8K - $45.5K
|
13.5K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
280+ 35.22% |
$38.3K - $43.8K
|
1.08K
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
270+ 4.94% |
$36.9K - $42.3K
|
5.74K
$997K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
265New |
$36.2K - $41.5K
|
265
$46.1K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
259New |
$35.4K - $40.5K
|
259
$45K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
253+ 13.46% |
$34.6K - $39.6K
|
2.13K
$371K
|