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 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.64K+ 2.79% |
$166K - $189K
|
60.4K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.6K+ 2.89% |
$162K - $185K
|
57K
$10M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 11.81% |
$160K - $182K
|
14.9K
$2.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.55K+ 6.78% |
$157K - $179K
|
24.4K
$4.29M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
1.5K+ 407.61% |
$152K - $173K
|
1.87K
$329K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.49KNew |
$151K - $172K
|
1.49K
$262K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.47K+ 9.56% |
$148K - $169K
|
16.8K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.39K+ 13.7% |
$141K - $161K
|
11.6K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.38KNew |
$140K - $159K
|
1.38K
$243K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.34K+ 54.53% |
$136K - $155K
|
3.81K
$670K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.29K+ 4.68% |
$131K - $149K
|
28.9K
$5.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.29KNew |
$131K - $149K
|
1.29K
$227K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.28K+ 6.31% |
$129K - $147K
|
21.5K
$3.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.26K+ 40.85% |
$128K - $146K
|
4.35K
$766K
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.22K+ 50.33% |
$123K - $140K
|
3.63K
$639K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 23.01% |
$122K - $139K
|
6.43K
$1.13M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.16K+ 39.33% |
$117K - $134K
|
4.1K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.16K+ 39.33% |
$117K - $134K
|
4.1K
$722K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 8.34% |
$116K - $132K
|
14.9K
$2.62M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.14K+ 22.94% |
$115K - $132K
|
6.11K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.09K+ 1.57% |
$110K - $126K
|
70.5K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.05K+ 26.5% |
$106K - $121K
|
5.01K
$882K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
1.05K+ 67.4% |
$106K - $121K
|
2.6K
$458K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.02K+ 0.91% |
$103K - $118K
|
113K
$20M
|
|
|
Jul 05, 2023
Q2 2023
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
1K+ 1.92% |
$101K - $115K
|
53.1K
$9.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
991+ 40.93% |
$100K - $114K
|
3.41K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
988+ 1.65% |
$100K - $114K
|
60.8K
$10.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
968+ 0.39% |
$98K - $112K
|
252K
$44.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
958+ 48.78% |
$97K - $111K
|
2.92K
$514K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
954+ 31.6% |
$96.6K - $110K
|
3.97K
$700K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
947+ 18.25% |
$95.9K - $109K
|
6.14K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
947+ 18.25% |
$95.9K - $109K
|
6.14K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
936+ 18.73% |
$94.8K - $108K
|
5.93K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
905+ 8.99% |
$91.6K - $105K
|
11K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
905New |
$91.6K - $105K
|
905
$159K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
864New |
$87.5K - $99.8K
|
864
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
859+ 8.24% |
$87K - $99.2K
|
11.3K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
850+ 0.77% |
$86.1K - $98.2K
|
111K
$19.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
835+ 18.36% |
$84.5K - $96.4K
|
5.38K
$948K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
816+ 3.67% |
$82.6K - $94.2K
|
23.1K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Bruni J V & CO
|
BUY
|
- |
803+ 0.58% |
$81.3K - $92.7K
|
139K
$24.5M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 5.3% |
$81K - $92.4K
|
15.9K
$2.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
794+ 19.8% |
$80.4K - $91.7K
|
4.8K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
782+ 3.0% |
$79.2K - $90.3K
|
26.9K
$4.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
771+ 1.46% |
$78.1K - $89K
|
53.5K
$9.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
757+ 3.1% |
$76.6K - $87.4K
|
25.2K
$4.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
743+ 6.1% |
$75.2K - $85.8K
|
12.9K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
735+ 19.3% |
$74.4K - $84.9K
|
4.54K
$800K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
727+ 13.68% |
$73.6K - $84K
|
6.04K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
723+ 4.95% |
$73.2K - $83.5K
|
15.3K
$2.7M
|