Purchases and Sales Made in Q2 2023 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 2.73% |
$506 - $577
|
178
$30.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.25% |
$506 - $577
|
1.96K
$340K
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-6- 0.02% |
$608 - $693
|
33.1K
$5.72M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-9- 6.12% |
$911 - $1.04K
|
138
$23.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-9- 27.27% |
$911 - $1.04K
|
24
$4.15K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11- 0.09% |
$1.11K - $1.27K
|
12.7K
$2.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 38.46% |
$1.52K - $1.73K
|
24
$4.15K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-15- 16.67% |
$1.52K - $1.73K
|
75
$13K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16- 2.22% |
$1.62K - $1.85K
|
705
$122K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 0.17% |
$1.82K - $2.08K
|
10.8K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-18- 0.02% |
$1.82K - $2.08K
|
73.7K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-19- 4.21% |
$1.92K - $2.19K
|
432
$74.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-20- 0.2% |
$2.03K - $2.31K
|
10.1K
$1.74M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23- 0.47% |
$2.33K - $2.66K
|
4.84K
$837K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-24- 0.84% |
$2.43K - $2.77K
|
2.82K
$488K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 18.18% |
$2.43K - $2.77K
|
108
$18.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25- 1.36% |
$2.53K - $2.89K
|
1.82K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-26- 1.02% |
$2.63K - $3K
|
2.53K
$438K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-27- 1.42% |
$2.73K - $3.12K
|
1.87K
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-27- 33.75% |
$2.73K - $3.12K
|
53
$9.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-29- 0.96% |
$2.94K - $3.35K
|
2.98K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-30- 1.18% |
$3.04K - $3.46K
|
2.5K
$433K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 2.6% |
$3.04K - $3.46K
|
1.12K
$194K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-30- 1.15% |
$3.04K - $3.46K
|
2.58K
$445K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-32- 1.43% |
$3.24K - $3.7K
|
2.21K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 0.85% |
$3.24K - $3.7K
|
3.75K
$648K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-33- 3.92% |
$3.34K - $3.81K
|
808
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-35- 0.07% |
$3.54K - $4.04K
|
53K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-39- 7.41% |
$3.95K - $4.5K
|
487
$84.2K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-43- 2.28% |
$4.35K - $4.97K
|
1.85K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-44- 1.44% |
$4.46K - $5.08K
|
3K
$519K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-49- 17.82% |
$4.96K - $5.66K
|
226
$39.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 4.78% |
$5.06K - $5.77K
|
995
$172K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51- 0.19% |
$5.16K - $5.89K
|
26.2K
$4.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-61- 13.53% |
$6.18K - $7.04K
|
390
$67.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-61- 3.2% |
$6.18K - $7.04K
|
1.84K
$319K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-66- 3.22% |
$6.68K - $7.62K
|
1.98K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-68- 1.92% |
$6.89K - $7.85K
|
3.48K
$602K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-69- 11.27% |
$6.99K - $7.97K
|
543
$93.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-70- 1.81% |
$7.09K - $8.08K
|
3.79K
$656K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
SELL
|
- |
-73- 3.5% |
$7.39K - $8.43K
|
2.01K
$348K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-74- 1.26% |
$7.49K - $8.55K
|
5.8K
$1M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 0.66% |
$7.59K - $8.66K
|
11.2K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-77- 0.81% |
$7.8K - $8.89K
|
9.48K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-77- 2.62% |
$7.8K - $8.89K
|
2.86K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-78- 2.19% |
$7.9K - $9.01K
|
3.48K
$602K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-83- 3.55% |
$8.4K - $9.58K
|
2.25K
$389K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-83- 2.84% |
$8.4K - $9.58K
|
2.84K
$492K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-85- 0.94% |
$8.61K - $9.82K
|
8.95K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-87- 2.59% |
$8.81K - $10K
|
3.28K
$567K
|