Purchases and Sales Made in Q1 2025 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q1 2025. 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 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
92+ 10.61% |
$14.7K - $17.3K
|
959
$156K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
88+ 4.07% |
$14K - $16.5K
|
2.25K
$366K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86+ 17.13% |
$13.7K - $16.1K
|
588
$95.7K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
85+ 2.01% |
$13.6K - $16K
|
4.31K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
83+ 0.7% |
$13.2K - $15.6K
|
11.9K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
81+ 108.0% |
$12.9K - $15.2K
|
156
$25.4K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
80+ 2.54% |
$12.8K - $15K
|
3.23K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
79+ 3.6% |
$12.6K - $14.8K
|
2.27K
$370K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
78+ 5.93% |
$12.4K - $14.6K
|
1.39K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
78+ 3.72% |
$12.4K - $14.6K
|
2.17K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
77+ 6.4% |
$12.3K - $14.5K
|
1.28K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
76+ 0.23% |
$12.1K - $14.3K
|
33.6K
$5.46M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
75+ 2.21% |
$12K - $14.1K
|
3.47K
$565K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
74+ 1.28% |
$11.8K - $13.9K
|
5.85K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
74+ 35.58% |
$11.8K - $13.9K
|
282
$45.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
70New |
$11.2K - $13.1K
|
70
$11.4K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
70+ 1.59% |
$11.2K - $13.1K
|
4.47K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
68+ 3.7% |
$10.8K - $12.8K
|
1.91K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 286.96% |
$10.5K - $12.4K
|
89
$14.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66+ 2.19% |
$10.5K - $12.4K
|
3.09K
$502K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64+ 0.5% |
$10.2K - $12K
|
13K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
62+ 1.31% |
$9.89K - $11.6K
|
4.78K
$779K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
59+ 1.55% |
$9.41K - $11.1K
|
3.87K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
58+ 18.59% |
$9.25K - $10.9K
|
370
$60.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
57+ 2.52% |
$9.09K - $10.7K
|
2.32K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
55+ 0.25% |
$8.77K - $10.3K
|
22K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
50+ 3.01% |
$7.97K - $9.39K
|
1.71K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
49New |
$7.81K - $9.2K
|
49
$7.97K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
48+ 1.55% |
$7.66K - $9.01K
|
3.14K
$510K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48+ 228.57% |
$7.66K - $9.01K
|
69
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
45+ 27.11% |
$7.18K - $8.45K
|
211
$34.3K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 1.94% |
$7.18K - $8.45K
|
2.37K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
44New |
$7.02K - $8.26K
|
44
$7.16K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
42+ 1.79% |
$6.7K - $7.89K
|
2.39K
$389K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40+ 47.06% |
$6.38K - $7.51K
|
125
$20.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39+ 16.05% |
$6.22K - $7.32K
|
282
$45.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 370.0% |
$5.9K - $6.95K
|
47
$7.65K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
36+ 0.97% |
$5.74K - $6.76K
|
3.73K
$607K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
36+ 0.89% |
$5.74K - $6.76K
|
4.07K
$661K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
33+ 0.93% |
$5.26K - $6.2K
|
3.58K
$582K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 1.34% |
$5.1K - $6.01K
|
2.42K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32+ 13.56% |
$5.1K - $6.01K
|
268
$43.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$5.1K - $6.01K
|
32
$5.21K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
31+ 2.51% |
$4.94K - $5.82K
|
1.26K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
31+ 0.76% |
$4.94K - $5.82K
|
4.08K
$665K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31New |
$4.94K - $5.82K
|
31
$5.04K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30+ 1.19% |
$4.78K - $5.63K
|
2.55K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
30New |
$4.78K - $5.63K
|
30
$4.88K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
30+ 0.86% |
$4.78K - $5.63K
|
3.51K
$571K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30+ 1.52% |
$4.78K - $5.63K
|
2.01K
$327K
|