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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
29+ 0.46% |
$4.62K - $5.45K
|
6.34K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
28+ 1.22% |
$4.47K - $5.26K
|
2.33K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 1.28% |
$4.47K - $5.26K
|
2.22K
$362K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
27+ 1.27% |
$4.31K - $5.07K
|
2.15K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
26New |
$4.15K - $4.88K
|
26
$4.23K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26+ 0.83% |
$4.15K - $4.88K
|
3.18K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
25New |
$3.99K - $4.69K
|
25
$4.07K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
25+ 0.22% |
$3.99K - $4.69K
|
11.3K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
24+ 38.1% |
$3.83K - $4.51K
|
87
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
23+ 0.6% |
$3.67K - $4.32K
|
3.88K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
21+ 0.98% |
$3.35K - $3.94K
|
2.16K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 2.69% |
$3.19K - $3.76K
|
764
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.08% |
$3.19K - $3.76K
|
26.3K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
20New |
$3.19K - $3.76K
|
20
$3.25K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.79% |
$3.19K - $3.76K
|
2.55K
$415K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$3.19K - $3.76K
|
20
$3.25K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
19+ 0.24% |
$3.03K - $3.57K
|
7.94K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
19New |
$3.03K - $3.57K
|
19
$3.09K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
17+ 1.26% |
$2.71K - $3.19K
|
1.36K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
17+ 1.93% |
$2.71K - $3.19K
|
898
$146K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.16% |
$2.55K - $3K
|
9.75K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16+ 1.58% |
$2.55K - $3K
|
1.03K
$167K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 88.89% |
$2.55K - $3K
|
34
$5.53K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 1.97% |
$2.23K - $2.63K
|
726
$118K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
12+ 0.83% |
$1.91K - $2.25K
|
1.45K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12+ 0.98% |
$1.91K - $2.25K
|
1.24K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.3% |
$1.75K - $2.07K
|
3.71K
$603K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
11+ 0.66% |
$1.75K - $2.07K
|
1.67K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
11New |
$1.75K - $2.07K
|
11
$1.79K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11+ 0.59% |
$1.75K - $2.07K
|
1.86K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
10+ 0.78% |
$1.59K - $1.88K
|
1.29K
$211K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10New |
$1.59K - $1.88K
|
10
$1.63K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.4% |
$1.44K - $1.69K
|
2.26K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 0.18% |
$1.44K - $1.69K
|
4.89K
$795K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.37% |
$1.44K - $1.69K
|
2.42K
$393K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 80.0% |
$1.28K - $1.5K
|
18
$2.93K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8+ 0.4% |
$1.28K - $1.5K
|
2.01K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8+ 0.58% |
$1.28K - $1.5K
|
1.4K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8+ 0.31% |
$1.28K - $1.5K
|
2.56K
$417K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$1.12K - $1.31K
|
7
$1.14K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
7New |
$1.12K - $1.31K
|
7
$1.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7+ 1.28% |
$1.12K - $1.31K
|
554
$90.2K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$957 - $1.13K
|
6
$976
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6+ 0.1% |
$957 - $1.13K
|
6.18K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6+ 0.55% |
$957 - $1.13K
|
1.1K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6+ 0.08% |
$957 - $1.13K
|
7.44K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
6New |
$957 - $1.13K
|
6
$976
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6New |
$957 - $1.13K
|
6
$976
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$797 - $939
|
5
$814
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.36% |
$797 - $939
|
1.39K
$227K
|