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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-526- 7.95% |
$53.3K - $60.7K
|
6.09K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-548- 8.86% |
$55.5K - $63.3K
|
5.64K
$981K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-557- 19.79% |
$56.4K - $64.3K
|
2.26K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-583- 1.17% |
$59K - $67.3K
|
49.3K
$8.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-586- 2.88% |
$59.3K - $67.7K
|
19.8K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-594- 1.14% |
$60.1K - $68.6K
|
51.4K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-600- 0.6% |
$60.8K - $69.3K
|
99.2K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-630- 1.06% |
$63.8K - $72.8K
|
58.8K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-663- 66.3% |
$67.1K - $76.6K
|
337
$58.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-663- 3.49% |
$67.1K - $76.6K
|
18.4K
$3.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-689- 18.64% |
$69.8K - $79.6K
|
3.01K
$523K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-696- 1.7% |
$70.5K - $80.4K
|
40.3K
$7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-696- 6.26% |
$70.5K - $80.4K
|
10.4K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-705- 0.93% |
$71.4K - $81.4K
|
74.8K
$13M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-750- 20.0% |
$75.9K - $86.6K
|
3K
$522K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-765- 6.01% |
$77.5K - $88.3K
|
12K
$2.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-782- 30.97% |
$79.2K - $90.3K
|
1.74K
$303K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-791- 9.06% |
$80.1K - $91.3K
|
7.94K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-810- 1.86% |
$82K - $93.5K
|
42.7K
$7.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-825- 7.55% |
$83.5K - $95.3K
|
10.1K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-840- 5.13% |
$85.1K - $97K
|
15.5K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-843- 10.0% |
$85.4K - $97.3K
|
7.58K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-867- 6.23% |
$87.8K - $100K
|
13.1K
$2.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-867- 20.76% |
$87.8K - $100K
|
3.31K
$575K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-874- 3.41% |
$88.5K - $101K
|
24.8K
$4.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-914- 16.03% |
$92.5K - $106K
|
4.79K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-960- 2.69% |
$97.2K - $111K
|
34.7K
$6.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-965- 28.37% |
$97.7K - $111K
|
2.44K
$424K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-971- 19.98% |
$98.3K - $112K
|
3.89K
$676K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.04K- 10.42% |
$105K - $120K
|
8.94K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.06K- 1.35% |
$107K - $122K
|
77.6K
$13.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.09K- 18.31% |
$110K - $126K
|
4.87K
$847K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 5.16% |
$111K - $127K
|
20.2K
$3.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.12K- 2.19% |
$113K - $129K
|
49.9K
$8.68M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.16K- 3.78% |
$117K - $134K
|
29.5K
$5.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.16K- 0.37% |
$117K - $134K
|
309K
$53.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.2K- 39.7% |
$121K - $138K
|
1.82K
$317K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.2K- 11.97% |
$122K - $139K
|
8.85K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.24K- 24.58% |
$126K - $143K
|
3.81K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.24K- 11.36% |
$126K - $144K
|
9.71K
$1.69M
|
|
|
Oct 01, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.26K- 14.36% |
$128K - $146K
|
7.53K
$1.31M
|
|
|
Sep 30, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.26K- 14.36% |
$128K - $146K
|
7.53K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.29K- 12.62% |
$130K - $148K
|
8.9K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.29K- 2.31% |
$131K - $149K
|
54.7K
$9.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.29K- 22.56% |
$131K - $149K
|
4.44K
$772K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.43K- 10.77% |
$144K - $165K
|
11.8K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.45K- 7.08% |
$147K - $167K
|
19K
$3.31M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.5K- 1.4% |
$152K - $173K
|
105K
$18.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.51K- 24.06% |
$153K - $175K
|
4.78K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-1.53K- 11.25% |
$155K - $176K
|
12K
$2.09M
|