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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
710+ 1.77% |
$71.9K - $82K
|
40.8K
$7.18M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
703+ 31.62% |
$71.2K - $81.2K
|
2.93K
$515K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
701+ 9.27% |
$71K - $81K
|
8.26K
$1.45M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
697+ 5.15% |
$70.6K - $80.5K
|
14.2K
$2.51M
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
689+ 3.83% |
$69.8K - $79.6K
|
18.7K
$3.29M
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
665+ 11.6% |
$67.3K - $76.8K
|
6.4K
$1.13M
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
663+ 196.74% |
$67.1K - $76.6K
|
1K
$176K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
662+ 171.95% |
$67K - $76.4K
|
1.05K
$184K
|
|
Aug 11, 2023
Q2 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
655+ 1.84% |
$66.3K - $75.6K
|
36.3K
$6.4M
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
629New |
$63.7K - $72.6K
|
629
$111K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
600+ 0.78% |
$60.8K - $69.3K
|
77.3K
$13.6M
|
|
Aug 07, 2023
Q2 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
600+ 14.63% |
$60.8K - $69.3K
|
4.7K
$828K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600+ 16.83% |
$60.8K - $69.3K
|
4.17K
$733K
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
598+ 0.53% |
$60.5K - $69.1K
|
113K
$19.9M
|
|
Aug 14, 2023
Q2 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
583+ 0.54% |
$59K - $67.3K
|
108K
$19M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
582+ 5.73% |
$58.9K - $67.2K
|
10.7K
$1.89M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
579+ 29.44% |
$58.6K - $66.9K
|
2.55K
$448K
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
574+ 19.88% |
$58.1K - $66.3K
|
3.46K
$609K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
545+ 1.71% |
$55.2K - $62.9K
|
32.5K
$5.72M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
543+ 3.3% |
$55K - $62.7K
|
17K
$2.99M
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
528+ 22.16% |
$53.5K - $61K
|
2.91K
$513K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
517+ 3.08% |
$52.3K - $59.7K
|
17.3K
$3.05M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
516+ 9.85% |
$52.2K - $59.6K
|
5.76K
$1.01M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
505+ 186.35% |
$51.1K - $58.3K
|
776
$137K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500+ 10000.0% |
$50.6K - $57.7K
|
505
$88.9K
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
500+ 0.01% |
$50.6K - $57.7K
|
4.41M
$777M
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 20.0% |
$50.6K - $57.7K
|
3K
$528K
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
486+ 1.42% |
$49.2K - $56.1K
|
34.8K
$6.13M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
464+ 8.94% |
$47K - $53.6K
|
5.66K
$996K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
459+ 17.58% |
$46.5K - $53K
|
3.07K
$541K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
458+ 1.93% |
$46.4K - $52.9K
|
24.2K
$4.26M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
457New |
$46.3K - $52.8K
|
457
$80.5K
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
444+ 0.98% |
$45K - $51.3K
|
45.9K
$8.07M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
440+ 1.7% |
$44.6K - $50.8K
|
26.3K
$4.63M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
428+ 1.65% |
$43.3K - $49.4K
|
26.3K
$4.64M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
424+ 21.48% |
$42.9K - $49K
|
2.4K
$422K
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
400New |
$40.5K - $46.2K
|
400
$70.4K
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
397+ 0.76% |
$40.2K - $45.8K
|
52.4K
$9.23M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
392+ 48.04% |
$39.7K - $45.3K
|
1.21K
$213K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
369+ 9.32% |
$37.4K - $42.6K
|
4.33K
$762K
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
364+ 13.95% |
$36.9K - $42K
|
2.97K
$524K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
363+ 1.76% |
$36.8K - $41.9K
|
21K
$3.69M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
343New |
$34.7K - $39.6K
|
343
$60.4K
|
|
Aug 10, 2023
Q2 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
335+ 0.69% |
$33.9K - $38.7K
|
49.1K
$8.64M
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
333+ 7.16% |
$33.7K - $38.5K
|
4.98K
$877K
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
330+ 9.51% |
$33.4K - $38.1K
|
3.8K
$669K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
330+ 3.31% |
$33.4K - $38.1K
|
10.3K
$1.82M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
322+ 6.61% |
$32.6K - $37.2K
|
5.19K
$915K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
321+ 7.37% |
$32.5K - $37.1K
|
4.68K
$824K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
318+ 0.47% |
$32.2K - $36.7K
|
68.4K
$12M
|