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 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-206- 2.57% |
$32.9K - $38.7K
|
7.83K
$1.27M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-211- 3.7% |
$33.7K - $39.6K
|
5.49K
$894K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-214- 1.54% |
$34.1K - $40.2K
|
13.7K
$2.23M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-216- 7.72% |
$34.4K - $40.6K
|
2.58K
$420K
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-222- 2.14% |
$35.4K - $41.7K
|
10.2K
$1.65M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-223- 14.54% |
$35.6K - $41.9K
|
1.31K
$213K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-227- 0.8% |
$36.2K - $42.6K
|
28.2K
$4.6M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-232- 1.41% |
$37K - $43.6K
|
16.2K
$2.63M
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-236- 1.27% |
$37.6K - $44.3K
|
18.3K
$2.98M
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-243- 5.36% |
$38.8K - $45.6K
|
4.29K
$698K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-247- 0.7% |
$39.4K - $46.4K
|
35.1K
$5.72M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-251- 2.02% |
$40K - $47.1K
|
12.2K
$1.98M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-260- 8.12% |
$41.5K - $48.8K
|
2.94K
$479K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-263- 11.06% |
$41.9K - $49.4K
|
2.11K
$344K
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-265- 0.83% |
$42.3K - $49.8K
|
31.5K
$5.12M
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-265- 1.8% |
$42.3K - $49.8K
|
14.5K
$2.36M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-266- 1.55% |
$42.4K - $49.9K
|
16.9K
$2.74M
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-267- 4.05% |
$42.6K - $50.1K
|
6.33K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-268- 9.56% |
$42.7K - $50.3K
|
2.54K
$413K
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-272- 1.9% |
$43.4K - $51.1K
|
14.1K
$2.29M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-278- 0.6% |
$44.3K - $52.2K
|
45.7K
$7.43M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-278- 15.13% |
$44.3K - $52.2K
|
1.56K
$254K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-280- 5.6% |
$44.7K - $52.6K
|
4.72K
$768K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-282- 23.0% |
$45K - $53K
|
944
$154K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-291- 1.15% |
$46.4K - $54.6K
|
25.1K
$4.08M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-291- 13.4% |
$46.4K - $54.6K
|
1.88K
$306K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-293- 10.82% |
$46.7K - $55K
|
2.42K
$393K
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-295- 2.63% |
$47K - $55.4K
|
10.9K
$1.78M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-295- 13.31% |
$47K - $55.4K
|
1.92K
$313K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.06% |
$47.8K - $56.3K
|
14.3K
$2.33M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-309- 6.28% |
$49.3K - $58K
|
4.61K
$751K
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-322- 2.13% |
$51.4K - $60.5K
|
14.8K
$2.41M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-337- 17.54% |
$53.7K - $63.3K
|
1.58K
$258K
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-338- 1.78% |
$53.9K - $63.5K
|
18.7K
$3.04M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-361- 12.97% |
$57.6K - $67.8K
|
2.42K
$394K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-370- 30.94% |
$59K - $69.5K
|
826
$134K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-372- 1.27% |
$59.3K - $69.9K
|
28.9K
$4.7M
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-379- 3.92% |
$60.4K - $71.2K
|
9.3K
$1.51M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-399- 1.42% |
$63.6K - $74.9K
|
27.7K
$4.51M
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 13.54% |
$63.8K - $75.1K
|
2.55K
$416K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-405- 13.99% |
$64.6K - $76.1K
|
2.49K
$405K
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-409- 5.32% |
$65.2K - $76.8K
|
7.28K
$1.18M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-413- 2.54% |
$65.9K - $77.6K
|
15.8K
$2.57M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-421- 22.71% |
$67.1K - $79.1K
|
1.43K
$233K
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-425- 1.39% |
$67.8K - $79.8K
|
30.1K
$4.9M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-432- 17.85% |
$68.9K - $81.1K
|
1.99K
$324K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-438- 12.69% |
$69.9K - $82.2K
|
3.01K
$490K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-439- 6.43% |
$70K - $82.4K
|
6.39K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-440- 15.12% |
$70.2K - $82.6K
|
2.47K
$402K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-450- 46.15% |
$71.8K - $84.5K
|
525
$85.4K
|