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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.1K+ 3.87% |
$314K - $358K
|
83.1K
$12.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.02K+ 48.37% |
$306K - $349K
|
9.26K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.92K+ 12.96% |
$296K - $338K
|
25.5K
$3.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
2.79K+ 5.56% |
$282K - $322K
|
52.9K
$7.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.76K+ 11.67% |
$279K - $318K
|
26.4K
$3.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.71KNew |
$274K - $313K
|
2.71K
$408K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
2.71KNew |
$274K - $313K
|
2.71K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.64K+ 43.4% |
$268K - $305K
|
8.73K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.62K+ 4.31% |
$265K - $303K
|
63.4K
$9.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.58KNew |
$261K - $298K
|
2.58K
$389K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.56K+ 15.81% |
$259K - $296K
|
18.8K
$2.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.51K+ 3.12% |
$254K - $289K
|
82.7K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.5K+ 2.06% |
$253K - $289K
|
124K
$18.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.49K+ 0.99% |
$252K - $287K
|
255K
$38.4M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.47K+ 1.94% |
$250K - $285K
|
130K
$19.6M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.4KNew |
$243K - $277K
|
2.4K
$362K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.38K+ 3.77% |
$241K - $275K
|
65.6K
$9.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.38KNew |
$241K - $275K
|
2.38K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.38KNew |
$240K - $274K
|
2.38K
$358K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.29KNew |
$232K - $265K
|
2.29K
$346K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.29KNew |
$232K - $265K
|
2.29K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
2.27K+ 4.71% |
$230K - $262K
|
50.5K
$7.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
2.27K+ 103.42% |
$229K - $262K
|
4.46K
$672K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$228K - $260K
|
2.25K
$339K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.25K+ 13.5% |
$228K - $260K
|
18.9K
$2.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.23K+ 7.47% |
$226K - $258K
|
32.1K
$4.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.23KNew |
$226K - $257K
|
2.23K
$336K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.22KNew |
$225K - $257K
|
2.22K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.21K+ 72.04% |
$224K - $255K
|
5.28K
$796K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.21K+ 1.54% |
$224K - $255K
|
146K
$21.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.17K+ 1.57% |
$219K - $250K
|
140K
$21.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.16K+ 10.11% |
$219K - $249K
|
23.5K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.14K+ 7.03% |
$216K - $247K
|
32.5K
$4.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.11K+ 37.84% |
$214K - $244K
|
7.69K
$1.16M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.09KNew |
$211K - $241K
|
2.09K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.05KNew |
$208K - $237K
|
2.05K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Presima Inc.
|
BUY
|
- |
2.03K+ 1.02% |
$205K - $234K
|
201K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.01K+ 5.09% |
$204K - $232K
|
41.5K
$6.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.98KNew |
$200K - $229K
|
1.98K
$298K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95K+ 2.79% |
$197K - $225K
|
71.5K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.9KNew |
$192K - $219K
|
1.9K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.9K+ 14.26% |
$192K - $219K
|
15.2K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.86K+ 11.0% |
$188K - $215K
|
18.8K
$2.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.85KNew |
$188K - $214K
|
1.85K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.85KNew |
$187K - $214K
|
1.85K
$279K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
1.83K+ 8.45% |
$185K - $212K
|
23.5K
$3.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.82KNew |
$184K - $210K
|
1.82K
$274K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.81K+ 7.19% |
$183K - $208K
|
26.9K
$4.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.72K+ 5.81% |
$174K - $198K
|
31.3K
$4.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 1.4% |
$174K - $198K
|
124K
$18.8M
|