Purchases and Sales Made in Q2 2022 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 2.38% |
$662 - $942
|
301
$52.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 1.1% |
$662 - $942
|
645
$112K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 5.93% |
$662 - $942
|
125
$21.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6New |
$568 - $807
|
6
$1.05K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$568 - $807
|
6
$1.05K
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$473 - $673
|
21.1K
$3.68M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.59% |
$473 - $673
|
320
$55.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
4+ 0.13% |
$378 - $538
|
2.98K
$519K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 1.32% |
$378 - $538
|
307
$53.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 21.43% |
$284 - $404
|
17
$2.96K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.59% |
$189 - $269
|
128
$22.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.02% |
$189 - $269
|
8.2K
$1.43M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 1.06% |
$94.6 - $135
|
95
$16.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.49% |
$94.6 - $135
|
204
$35.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$94.6 - $135
|
1
$174
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1- 0.03% |
$94.6 - $135
|
3.18K
$553K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3Closed |
$284 - $404
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 57.14% |
$378 - $538
|
3
$523
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-5Closed |
$473 - $673
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-5Closed |
$473 - $673
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-5- 0.14% |
$473 - $673
|
3.46K
$602K
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-6- 1.79% |
$568 - $807
|
330
$57.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-6Closed |
$568 - $807
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 2.65% |
$568 - $807
|
220
$38.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6- 0.12% |
$568 - $807
|
5.02K
$874K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-8- 13.33% |
$757 - $1.08K
|
52
$9.06K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 14.29% |
$852 - $1.21K
|
54
$9.41K
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-9- 0.18% |
$852 - $1.21K
|
5K
$871K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 6.45% |
$946 - $1.35K
|
145
$25.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-10- 0.47% |
$946 - $1.35K
|
2.11K
$367K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-11- 2.84% |
$1.04K - $1.48K
|
376
$65.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-12- 1.15% |
$1.14K - $1.61K
|
1.03K
$179K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 2.14% |
$1.42K - $2.02K
|
685
$119K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18- 0.69% |
$1.7K - $2.42K
|
2.58K
$449K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$1.89K - $2.69K
|
3.01K
$525K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 2.04% |
$1.89K - $2.69K
|
960
$167K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-20- 16.67% |
$1.89K - $2.69K
|
100
$17.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-24- 0.03% |
$2.27K - $3.23K
|
90.1K
$15.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26- 37.14% |
$2.46K - $3.5K
|
44
$7.66K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-26- 0.18% |
$2.46K - $3.5K
|
14.3K
$2.49M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-27- 51.92% |
$2.55K - $3.63K
|
25
$4.35K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-29- 3.8% |
$2.74K - $3.9K
|
734
$128K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-30Closed |
$2.84K - $4.04K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-32- 1.16% |
$3.03K - $4.3K
|
2.72K
$473K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-32- 15.02% |
$3.03K - $4.3K
|
181
$31.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-33- 1.42% |
$3.12K - $4.44K
|
2.3K
$400K
|
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-34- 3.43% |
$3.22K - $4.57K
|
957
$167K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-36Closed |
$3.41K - $4.84K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-39- 1.02% |
$3.69K - $5.25K
|
3.79K
$661K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-40- 1.23% |
$3.78K - $5.38K
|
3.21K
$560K
|