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 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
253+ 13.46% |
$34.6K - $39.6K
|
2.13K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
249+ 8.6% |
$34.1K - $39K
|
3.14K
$510K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
239+ 8.75% |
$32.7K - $37.4K
|
2.97K
$481K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
237+ 3.66% |
$32.4K - $37.1K
|
6.71K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
237+ 0.9% |
$32.4K - $37.1K
|
26.5K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
237+ 5.63% |
$32.4K - $37.1K
|
4.45K
$721K
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
234+ 1.72% |
$32K - $36.6K
|
13.9K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
233+ 4.49% |
$31.9K - $36.5K
|
5.43K
$879K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
222+ 15.1% |
$30.4K - $34.7K
|
1.69K
$274K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
217+ 11.77% |
$29.7K - $34K
|
2.06K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
216+ 8.76% |
$29.5K - $33.8K
|
2.68K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
213+ 2.72% |
$29.1K - $33.3K
|
8.06K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
212+ 0.79% |
$29K - $33.2K
|
27K
$4.38M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
210New |
$28.7K - $32.9K
|
210
$34K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
205+ 0.36% |
$28K - $32.1K
|
57.3K
$9.3M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 0.97% |
$27.9K - $31.9K
|
21.3K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
200+ 1.54% |
$27.4K - $31.3K
|
13.2K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
192+ 3.83% |
$26.3K - $30K
|
5.21K
$844K
|
|
|
Apr 15, 2024
Q1 2024
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
189+ 0.14% |
$25.9K - $29.6K
|
133K
$21.5M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
185+ 130.28% |
$25.3K - $29K
|
327
$53K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
185+ 8.79% |
$25.3K - $29K
|
2.29K
$371K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
182New |
$24.9K - $28.5K
|
182
$29.5K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
181+ 10.22% |
$24.8K - $28.3K
|
1.95K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
178+ 2.65% |
$24.3K - $27.9K
|
6.9K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
163+ 1.61% |
$22.3K - $25.5K
|
10.3K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
163New |
$22.3K - $25.5K
|
163
$26.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
162+ 145.95% |
$22.2K - $25.4K
|
273
$44.3K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
162+ 3.73% |
$22.2K - $25.4K
|
4.5K
$730K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
160+ 7.28% |
$21.9K - $25K
|
2.36K
$382K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
159+ 9.57% |
$21.7K - $24.9K
|
1.82K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
158New |
$21.6K - $24.7K
|
158
$25.6K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
157+ 2.04% |
$21.5K - $24.6K
|
7.86K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 3.13% |
$21.2K - $24.3K
|
5.1K
$827K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
155New |
$21.2K - $24.3K
|
155
$25.1K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
155+ 0.43% |
$21.2K - $24.3K
|
35.9K
$5.82M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
150+ 9.4% |
$20.5K - $23.5K
|
1.75K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
148+ 4.35% |
$20.2K - $23.2K
|
3.55K
$576K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
148+ 2.6% |
$20.2K - $23.2K
|
5.84K
$946K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
145New |
$19.8K - $22.7K
|
145
$23.5K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
145+ 4.98% |
$19.8K - $22.7K
|
3.06K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
144+ 3.23% |
$19.7K - $22.5K
|
4.6K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
141+ 4.74% |
$19.3K - $22.1K
|
3.11K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
139+ 76.37% |
$19K - $21.8K
|
321
$52K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
139+ 0.99% |
$19K - $21.8K
|
14.2K
$2.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
135+ 3.79% |
$18.5K - $21.1K
|
3.7K
$600K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
132+ 2.92% |
$18.1K - $20.7K
|
4.65K
$753K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
132+ 1.14% |
$18.1K - $20.7K
|
11.7K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
131+ 0.1% |
$17.9K - $20.5K
|
132K
$21.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
129New |
$17.6K - $20.2K
|
129
$20.9K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
127+ 4.73% |
$17.4K - $19.9K
|
2.81K
$456K
|