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 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
971New |
$155K - $182K
|
971
$158K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
935+ 93.59% |
$149K - $176K
|
1.93K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
927+ 31.0% |
$148K - $174K
|
3.92K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
915+ 2.06% |
$146K - $172K
|
45.4K
$7.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
915+ 1.59% |
$146K - $172K
|
58.3K
$9.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
903+ 4.79% |
$144K - $170K
|
19.8K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
901+ 19.9% |
$144K - $169K
|
5.43K
$883K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
897+ 3.88% |
$143K - $168K
|
24K
$3.91M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
884New |
$141K - $166K
|
884
$144K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
880+ 74.64% |
$140K - $165K
|
2.06K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
878+ 6.56% |
$140K - $165K
|
14.3K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
875+ 32.29% |
$140K - $164K
|
3.59K
$583K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
839+ 34.53% |
$134K - $158K
|
3.27K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
800+ 40.0% |
$128K - $150K
|
2.8K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
789+ 31.11% |
$126K - $148K
|
3.33K
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
777+ 13.96% |
$124K - $146K
|
6.34K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
758+ 9.18% |
$121K - $142K
|
9.01K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
757+ 15.96% |
$121K - $142K
|
5.5K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
749+ 1.22% |
$119K - $141K
|
62K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
748+ 7.71% |
$119K - $140K
|
10.5K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
737+ 1.4% |
$118K - $138K
|
53.2K
$8.66M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
711New |
$113K - $134K
|
711
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
698+ 0.28% |
$111K - $131K
|
254K
$41.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
689+ 42.5% |
$110K - $129K
|
2.31K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
679+ 11.6% |
$108K - $128K
|
6.53K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
677+ 28.11% |
$108K - $127K
|
3.09K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
667+ 49.74% |
$106K - $125K
|
2.01K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
655New |
$104K - $123K
|
655
$107K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
650+ 100.93% |
$104K - $122K
|
1.29K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
647+ 24.17% |
$103K - $121K
|
3.32K
$541K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
642+ 4.79% |
$102K - $121K
|
14K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
641+ 7.86% |
$102K - $120K
|
8.8K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
622+ 5.91% |
$99.2K - $117K
|
11.1K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
620+ 0.92% |
$98.9K - $116K
|
68.4K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
603+ 8.14% |
$96.2K - $113K
|
8.01K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
600+ 4.7% |
$95.7K - $113K
|
13.4K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
589+ 23.52% |
$93.9K - $111K
|
3.09K
$503K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
585+ 16.47% |
$93.3K - $110K
|
4.14K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
565+ 9.26% |
$90.1K - $106K
|
6.67K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
564+ 9.26% |
$89.9K - $106K
|
6.66K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
559New |
$89.1K - $105K
|
559
$91K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
551+ 6.31% |
$87.9K - $103K
|
9.29K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
549+ 7.54% |
$87.6K - $103K
|
7.83K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
545+ 23.53% |
$86.9K - $102K
|
2.86K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
516+ 15.67% |
$82.3K - $96.9K
|
3.81K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
510+ 33.53% |
$81.3K - $95.8K
|
2.03K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
509+ 193.54% |
$81.2K - $95.6K
|
772
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
504+ 24.14% |
$80.4K - $94.6K
|
2.59K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
500+ 3.55% |
$79.7K - $93.9K
|
14.6K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
497+ 8.29% |
$79.3K - $93.3K
|
6.49K
$1.06M
|