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 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
125+ 3.64% |
$12.7K - $14.4K
|
3.56K
$620K
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
115+ 3.15% |
$11.6K - $13.3K
|
3.77K
$656K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115+ 2.65% |
$11.6K - $13.3K
|
4.45K
$776K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
113+ 5.02% |
$11.4K - $13K
|
2.37K
$412K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
104+ 0.89% |
$10.5K - $12K
|
11.7K
$2.04M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102+ 1.04% |
$10.3K - $11.8K
|
9.96K
$1.73M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
101+ 5.1% |
$10.2K - $11.7K
|
2.08K
$363K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
100+ 2.79% |
$10.1K - $11.5K
|
3.69K
$642K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$10.1K - $11.5K
|
100
$17.4K
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
100+ 0.8% |
$10.1K - $11.5K
|
12.5K
$2.18M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
92New |
$9.32K - $10.6K
|
92
$16K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
87New |
$8.81K - $10K
|
87
$15.2K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
83+ 2.65% |
$8.4K - $9.58K
|
3.22K
$561K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
81+ 2.54% |
$8.2K - $9.35K
|
3.27K
$570K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
81+ 106.58% |
$8.2K - $9.35K
|
157
$27.3K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
79+ 0.67% |
$8K - $9.12K
|
11.8K
$2.05M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 39.06% |
$7.59K - $8.66K
|
267
$46.5K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
74+ 1.95% |
$7.49K - $8.55K
|
3.87K
$674K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
73+ 45.63% |
$7.39K - $8.43K
|
233
$40.6K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
73+ 3.17% |
$7.39K - $8.43K
|
2.38K
$414K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
64+ 3.43% |
$6.48K - $7.39K
|
1.93K
$336K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
64+ 6.1% |
$6.48K - $7.39K
|
1.11K
$194K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
61+ 1.09% |
$6.18K - $7.04K
|
5.66K
$985K
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
60+ 0.69% |
$6.08K - $6.93K
|
8.74K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
58+ 1.04% |
$5.87K - $6.7K
|
5.64K
$983K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
56New |
$5.67K - $6.47K
|
56
$9.75K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55+ 23.81% |
$5.57K - $6.35K
|
286
$49.8K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 2.19% |
$5.16K - $5.89K
|
2.38K
$414K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
49+ 15.96% |
$4.96K - $5.66K
|
356
$62K
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
46+ 2.17% |
$4.66K - $5.31K
|
2.17K
$377K
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
45+ 0.29% |
$4.56K - $5.2K
|
15.7K
$2.74M
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
40+ 1.73% |
$4.05K - $4.62K
|
2.35K
$409K
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
40+ 1.22% |
$4.05K - $4.62K
|
3.33K
$580K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
39+ 4.54% |
$3.95K - $4.5K
|
898
$156K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.37% |
$3.85K - $4.39K
|
10.3K
$1.8M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
38+ 3.71% |
$3.85K - $4.39K
|
1.06K
$185K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 0.21% |
$3.75K - $4.27K
|
17.5K
$3.05M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
36+ 3600.0% |
$3.65K - $4.16K
|
37
$6.44K
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
35+ 0.9% |
$3.54K - $4.04K
|
3.94K
$686K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 40.23% |
$3.54K - $4.04K
|
122
$21.2K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
33+ 15.42% |
$3.34K - $3.81K
|
247
$43K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
33+ 550.0% |
$3.34K - $3.81K
|
39
$6.79K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
32+ 0.05% |
$3.24K - $3.7K
|
65K
$11.3M
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
31+ 0.05% |
$3.14K - $3.58K
|
67.2K
$11.7M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$3.04K - $3.46K
|
30
$5.22K
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
30+ 0.92% |
$3.04K - $3.46K
|
3.28K
$571K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
29+ 0.85% |
$2.94K - $3.35K
|
3.46K
$602K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
28+ 0.77% |
$2.84K - $3.23K
|
3.67K
$640K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.0% |
$2.84K - $3.23K
|
2.84K
$494K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
26New |
$2.63K - $3K
|
26
$4.53K
|