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 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
120+ 5.89% |
$16.4K - $18.8K
|
2.16K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
117+ 1.97% |
$16K - $18.3K
|
6.05K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
116+ 5.11% |
$15.9K - $18.2K
|
2.39K
$415K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
106+ 1.01% |
$14.5K - $16.6K
|
10.6K
$1.85M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
106+ 4.09% |
$14.5K - $16.6K
|
2.7K
$469K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
105New |
$14.4K - $16.4K
|
105
$18.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
103+ 5.24% |
$14.1K - $16.1K
|
2.07K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
103+ 18.86% |
$14.1K - $16.1K
|
649
$113K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$13.7K - $15.6K
|
100
$17.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
99New |
$13.5K - $15.5K
|
99
$17.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
97+ 4.63% |
$13.3K - $15.2K
|
2.19K
$381K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
97+ 3.74% |
$13.3K - $15.2K
|
2.69K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
96+ 58.9% |
$13.1K - $15K
|
259
$45K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
95+ 3.88% |
$13K - $14.9K
|
2.55K
$442K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
93+ 1.5% |
$12.7K - $14.6K
|
6.3K
$1.09M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
89New |
$12.2K - $13.9K
|
89
$15.5K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
87New |
$11.9K - $13.6K
|
87
$15.1K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
84+ 2.1% |
$11.5K - $13.1K
|
4.09K
$712K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
82+ 2.32% |
$11.2K - $12.8K
|
3.62K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
79+ 8.44% |
$10.8K - $12.4K
|
1.02K
$176K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
78+ 1.31% |
$10.7K - $12.2K
|
6.03K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
78+ 260.0% |
$10.7K - $12.2K
|
108
$18.8K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
77New |
$10.5K - $12K
|
77
$13.4K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
76+ 1.87% |
$10.4K - $11.9K
|
4.14K
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
75New |
$10.3K - $11.7K
|
75
$13K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
74+ 3.24% |
$10.1K - $11.6K
|
2.36K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
73+ 1.55% |
$9.99K - $11.4K
|
4.78K
$831K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
70+ 1.73% |
$9.58K - $11K
|
4.13K
$717K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
69New |
$9.44K - $10.8K
|
69
$12K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
69+ 3.74% |
$9.44K - $10.8K
|
1.91K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
69+ 2.35% |
$9.44K - $10.8K
|
3.01K
$523K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
68+ 1.0% |
$9.3K - $10.6K
|
6.87K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
63+ 30.14% |
$8.62K - $9.86K
|
272
$47.3K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
63+ 315.0% |
$8.62K - $9.86K
|
83
$14.4K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
62+ 3.39% |
$8.48K - $9.7K
|
1.89K
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61+ 0.64% |
$8.34K - $9.55K
|
9.66K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
60+ 1.77% |
$8.21K - $9.39K
|
3.46K
$601K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
56New |
$7.66K - $8.76K
|
56
$9.74K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56New |
$7.66K - $8.76K
|
56
$9.74K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 13.89% |
$7.52K - $8.61K
|
451
$78.4K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
54+ 0.13% |
$7.39K - $8.45K
|
40.6K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
54+ 1.39% |
$7.39K - $8.45K
|
3.95K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
51+ 1.22% |
$6.98K - $7.98K
|
4.23K
$736K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 5.06% |
$6.98K - $7.98K
|
1.06K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
51+ 2.62% |
$6.98K - $7.98K
|
1.99K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
50New |
$6.84K - $7.82K
|
50
$8.69K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
45+ 1.86% |
$6.16K - $7.04K
|
2.46K
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
44+ 2.45% |
$6.02K - $6.89K
|
1.84K
$320K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.16% |
$6.02K - $6.89K
|
28.1K
$4.88M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
42+ 1.31% |
$5.75K - $6.57K
|
3.26K
$566K
|