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 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-89- 2.18% |
$9.01K - $10.3K
|
4K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-92- 1.83% |
$9.32K - $10.6K
|
4.94K
$859K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-94- 0.63% |
$9.52K - $10.9K
|
14.8K
$2.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-95- 29.41% |
$9.62K - $11K
|
228
$39.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-97- 3.1% |
$9.82K - $11.2K
|
3.04K
$528K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-97- 3.18% |
$9.82K - $11.2K
|
2.96K
$514K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 4.55% |
$10.1K - $11.5K
|
2.1K
$365K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 48.31% |
$10.1K - $11.5K
|
107
$18.6K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-100- 0.76% |
$10.1K - $11.5K
|
13.1K
$2.28M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 48.31% |
$10.1K - $11.5K
|
107
$18.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-101- 0.2% |
$10.2K - $11.7K
|
50.2K
$8.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-104- 32.91% |
$10.5K - $12K
|
212
$36.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-105- 12.44% |
$10.6K - $12.1K
|
739
$128K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-107- 4.39% |
$10.8K - $12.4K
|
2.33K
$405K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110- 8.12% |
$11.1K - $12.7K
|
1.25K
$216K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-110- 2.09% |
$11.1K - $12.7K
|
5.14K
$894K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-113- 5.06% |
$11.4K - $13K
|
2.12K
$368K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-115- 1.72% |
$11.6K - $13.3K
|
6.57K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-119- 5.37% |
$12K - $13.7K
|
2.1K
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-120- 3.72% |
$12.2K - $13.9K
|
3.1K
$539K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-125- 1.26% |
$12.7K - $14.4K
|
9.81K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-128- 1.65% |
$13K - $14.8K
|
7.63K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-130- 5.27% |
$13.2K - $15K
|
2.34K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-131- 3.35% |
$13.3K - $15.1K
|
3.78K
$657K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-131- 1.32% |
$13.3K - $15.1K
|
9.78K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-135- 68.88% |
$13.7K - $15.6K
|
61
$10.6K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-137- 8.26% |
$13.9K - $15.8K
|
1.52K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-139- 0.72% |
$14.1K - $16.1K
|
19.2K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-140- 3.55% |
$14.2K - $16.2K
|
3.8K
$661K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-141- 5.83% |
$14.3K - $16.3K
|
2.28K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-148- 3.51% |
$15K - $17.1K
|
4.07K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-149- 5.42% |
$15.1K - $17.2K
|
2.6K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-150- 4.71% |
$15.2K - $17.3K
|
3.03K
$527K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-157- 5.46% |
$15.9K - $18.1K
|
2.72K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-158- 3.86% |
$16K - $18.2K
|
3.94K
$684K
|
|
|
Aug 11, 2023
Q2 2023
|
Granger Management LLC
|
SELL
|
- |
-158- 1.48% |
$16K - $18.2K
|
10.5K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-176- 7.97% |
$17.8K - $20.3K
|
2.03K
$353K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-178- 0.26% |
$18K - $20.6K
|
68K
$11.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-180- 0.84% |
$18.2K - $20.8K
|
21.3K
$3.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-180- 3.3% |
$18.2K - $20.8K
|
5.28K
$918K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-186- 0.47% |
$18.8K - $21.5K
|
39.7K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-190- 5.52% |
$19.2K - $21.9K
|
3.25K
$565K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-195- 3.19% |
$19.7K - $22.5K
|
5.92K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-197- 33.97% |
$19.9K - $22.7K
|
383
$66.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 9.8% |
$20.3K - $23.1K
|
1.84K
$320K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-203- 2.18% |
$20.6K - $23.4K
|
9.11K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-205- 89.52% |
$20.8K - $23.7K
|
24
$4.17K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-208- 7.59% |
$21.1K - $24K
|
2.53K
$440K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-208- 1.86% |
$21.1K - $24K
|
11K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-216- 6.55% |
$21.9K - $24.9K
|
3.08K
$536K
|