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 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.0% |
$2.84K - $3.23K
|
2.84K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
26New |
$2.63K - $3K
|
26
$3.92K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
26+ 0.93% |
$2.63K - $3K
|
2.81K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 26.8% |
$2.63K - $3K
|
123
$18.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
24+ 3.11% |
$2.43K - $2.77K
|
796
$120K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 62.16% |
$2.33K - $2.66K
|
60
$9.04K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
22+ 0.56% |
$2.23K - $2.54K
|
3.97K
$598K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
21New |
$2.13K - $2.43K
|
21
$3.16K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.99% |
$2.13K - $2.43K
|
2.15K
$324K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.15% |
$2.13K - $2.43K
|
14.1K
$2.12M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
20+ 1.09% |
$2.03K - $2.31K
|
1.85K
$279K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20+ 0.35% |
$2.03K - $2.31K
|
5.7K
$859K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
20New |
$2.03K - $2.31K
|
20
$3.01K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
17+ 0.12% |
$1.72K - $1.96K
|
13.9K
$2.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.62% |
$1.52K - $1.73K
|
2.43K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.19% |
$1.52K - $1.73K
|
8.04K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
14+ 280.0% |
$1.42K - $1.62K
|
19
$2.86K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12New |
$1.22K - $1.39K
|
12
$1.81K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 11.34% |
$1.11K - $1.27K
|
108
$16.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 3.33% |
$1.01K - $1.15K
|
310
$46.7K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 4.31% |
$911 - $1.04K
|
218
$32.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 4.31% |
$911 - $1.04K
|
218
$32.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9+ 0.14% |
$911 - $1.04K
|
6.44K
$971K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
8+ 0.31% |
$810 - $924
|
2.57K
$387K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 3.2% |
$810 - $924
|
258
$38.9K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 17.95% |
$709 - $808
|
46
$6.93K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.13% |
$709 - $808
|
5.46K
$822K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.28% |
$709 - $808
|
2.48K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 0.23% |
$608 - $693
|
2.6K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.04% |
$608 - $693
|
583
$87.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 0.08% |
$608 - $693
|
7.1K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$506 - $577
|
5
$754
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$506 - $577
|
5
$754
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.64% |
$506 - $577
|
784
$118K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.76% |
$506 - $577
|
666
$100K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
4+ 2.86% |
$405 - $462
|
144
$21.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4+ 0.06% |
$405 - $462
|
6.33K
$954K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.15% |
$405 - $462
|
2.66K
$400K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3+ 3.03% |
$304 - $346
|
102
$15.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
3+ 0.09% |
$304 - $346
|
3.2K
$483K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 1.97% |
$304 - $346
|
155
$23.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 2.68% |
$304 - $346
|
115
$17.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 7.14% |
$304 - $346
|
45
$6.78K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.52% |
$203 - $231
|
386
$58.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.13% |
$203 - $231
|
1.55K
$233K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.52% |
$203 - $231
|
386
$58.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.94% |
$203 - $231
|
214
$32.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.21% |
$101 - $115
|
471
$71K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.85% |
$101 - $115
|
119
$17.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2- 0.18% |
$203 - $231
|
1.13K
$170K
|