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 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.05K+ 9.98% |
$713K - $814K
|
77.6K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.94K+ 0.43% |
$703K - $802K
|
1.63M
$283M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
6.5K+ 81.25% |
$658K - $751K
|
14.5K
$2.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
6.48K+ 124.57% |
$656K - $748K
|
11.7K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.45K+ 42.01% |
$653K - $745K
|
21.8K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.24K+ 162.21% |
$631K - $720K
|
10.1K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
6.19K+ 2.67% |
$627K - $715K
|
238K
$41.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.15K+ 6.48% |
$623K - $710K
|
101K
$17.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.1K+ 195.04% |
$617K - $704K
|
9.22K
$1.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
5.98K+ 5.42% |
$606K - $691K
|
116K
$20.3M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
5.92K+ 1.48% |
$599K - $683K
|
405K
$70.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
5.74K+ 1.43% |
$581K - $663K
|
407K
$70.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.74K+ 10.77% |
$581K - $663K
|
59K
$10.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.65K+ 3.93% |
$572K - $652K
|
149K
$26M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.44K+ 8.39% |
$551K - $628K
|
70.3K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.3K+ 36.3% |
$536K - $612K
|
19.9K
$3.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.99KNew |
$506K - $577K
|
4.99K
$870K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
4.74KNew |
$480K - $547K
|
4.74K
$826K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.62K+ 30.87% |
$468K - $534K
|
19.6K
$3.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.57K+ 84.74% |
$463K - $528K
|
9.96K
$1.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.53KNew |
$459K - $523K
|
4.53K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.5KNew |
$455K - $519K
|
4.5K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.49KNew |
$454K - $518K
|
4.49K
$781K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.35K+ 38.06% |
$440K - $502K
|
15.8K
$2.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.29KNew |
$434K - $495K
|
4.29K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.2KNew |
$425K - $485K
|
4.2K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.19K+ 33.44% |
$424K - $484K
|
16.7K
$2.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
4.13K+ 4.62% |
$418K - $476K
|
93.4K
$16.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
4.08KNew |
$413K - $471K
|
4.08K
$710K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4K+ 85.31% |
$405K - $462K
|
8.69K
$1.51M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.88K+ 85.32% |
$393K - $448K
|
8.42K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.87KNew |
$392K - $447K
|
3.87K
$674K
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.85KNew |
$390K - $445K
|
3.85K
$671K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.72KNew |
$377K - $429K
|
3.72K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.68K+ 101.29% |
$373K - $425K
|
7.31K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.68K+ 21.17% |
$372K - $425K
|
21K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 64.69% |
$371K - $423K
|
9.33K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3.66K+ 2.79% |
$371K - $423K
|
135K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.63K+ 9.59% |
$368K - $419K
|
41.5K
$7.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 56.39% |
$360K - $410K
|
9.85K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.54K+ 27.72% |
$359K - $409K
|
16.3K
$2.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.52KNew |
$357K - $407K
|
3.52K
$613K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.41K+ 4.53% |
$345K - $394K
|
78.7K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.35K+ 9.99% |
$339K - $387K
|
36.9K
$6.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.31K+ 5.74% |
$336K - $383K
|
61.1K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.31KNew |
$335K - $382K
|
3.31K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.3K+ 11.75% |
$334K - $381K
|
31.4K
$5.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.27KNew |
$331K - $377K
|
3.27K
$569K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.26KNew |
$330K - $377K
|
3.26K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.21K+ 0.38% |
$325K - $371K
|
846K
$147M
|