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 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 0.79% |
$9.57K - $11.3K
|
7.56K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-62- 0.14% |
$9.89K - $11.6K
|
43.2K
$7.04M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-64- 1.41% |
$10.2K - $12K
|
4.46K
$726K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-64- 1.25% |
$10.2K - $12K
|
5.04K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-69- 3.4% |
$11K - $13K
|
1.96K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-74- 4.36% |
$11.8K - $13.9K
|
1.62K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-74- 0.33% |
$11.8K - $13.9K
|
22.2K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-75- 0.54% |
$12K - $14.1K
|
13.7K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-76- 0.57% |
$12.1K - $14.3K
|
13.2K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-81- 5.79% |
$12.9K - $15.2K
|
1.32K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-82- 9.39% |
$13.1K - $15.4K
|
791
$129K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-83- 5.33% |
$13.2K - $15.6K
|
1.48K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-88- 5.58% |
$14K - $16.5K
|
1.49K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-88- 2.94% |
$14K - $16.5K
|
2.9K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-91- 1.41% |
$14.5K - $17.1K
|
6.37K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-94- 0.83% |
$15K - $17.7K
|
11.2K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-104- 6.18% |
$16.6K - $19.5K
|
1.58K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-105- 97.22% |
$16.7K - $19.7K
|
3
$488
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-108- 0.78% |
$17.2K - $20.3K
|
13.8K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-110- 2.37% |
$17.5K - $20.7K
|
4.52K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-115- 9.02% |
$18.3K - $21.6K
|
1.16K
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-116- 0.87% |
$18.5K - $21.8K
|
13.1K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-123- 1.72% |
$19.6K - $23.1K
|
7.02K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-127- 5.04% |
$20.3K - $23.8K
|
2.39K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-127- 3.85% |
$20.3K - $23.8K
|
3.17K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-136- 8.85% |
$21.7K - $25.5K
|
1.4K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-137- 0.2% |
$21.8K - $25.7K
|
69.6K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-137- 15.15% |
$21.8K - $25.7K
|
767
$125K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-142- 4.6% |
$22.6K - $26.7K
|
2.95K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-142- 6.38% |
$22.6K - $26.7K
|
2.08K
$339K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-143- 58.13% |
$22.8K - $26.9K
|
103
$16.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-144- 5.31% |
$23K - $27K
|
2.57K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-148- 3.35% |
$23.6K - $27.8K
|
4.27K
$695K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-148- 2.6% |
$23.6K - $27.8K
|
5.54K
$902K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 10.32% |
$23.9K - $28.2K
|
1.3K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-150- 8.63% |
$23.9K - $28.2K
|
1.59K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-155- 3.61% |
$24.7K - $29.1K
|
4.14K
$674K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-156- 1.66% |
$24.9K - $29.3K
|
9.25K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-157- 7.44% |
$25K - $29.5K
|
1.95K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-170- 7.69% |
$27.1K - $31.9K
|
2.04K
$332K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-177- 3.65% |
$28.2K - $33.2K
|
4.68K
$761K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-178- 5.6% |
$28.4K - $33.4K
|
3K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-185- 1.03% |
$29.5K - $34.7K
|
17.8K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-185- 8.16% |
$29.5K - $34.7K
|
2.08K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-192- 7.59% |
$30.6K - $36.1K
|
2.34K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-198- 1.25% |
$31.6K - $37.2K
|
15.7K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-198- 6.68% |
$31.6K - $37.2K
|
2.76K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-198- 10.03% |
$31.6K - $37.2K
|
1.78K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-202- 0.13% |
$32.2K - $37.9K
|
161K
$26.3M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-205- 5.12% |
$32.7K - $38.5K
|
3.8K
$618K
|