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
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 26.8% |
$2.63K - $3K
|
123
$21.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
24+ 3.11% |
$2.43K - $2.77K
|
796
$139K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 62.16% |
$2.33K - $2.66K
|
60
$10.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
22+ 0.56% |
$2.23K - $2.54K
|
3.97K
$690K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.15% |
$2.13K - $2.43K
|
14.1K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.99% |
$2.13K - $2.43K
|
2.15K
$375K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
21New |
$2.13K - $2.43K
|
21
$3.66K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
20New |
$2.03K - $2.31K
|
20
$3.48K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20+ 0.35% |
$2.03K - $2.31K
|
5.7K
$993K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
20+ 1.09% |
$2.03K - $2.31K
|
1.85K
$322K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
17+ 0.12% |
$1.72K - $1.96K
|
13.9K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.19% |
$1.52K - $1.73K
|
8.04K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.62% |
$1.52K - $1.73K
|
2.43K
$423K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
14+ 280.0% |
$1.42K - $1.62K
|
19
$3.31K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12New |
$1.22K - $1.39K
|
12
$2.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 11.34% |
$1.11K - $1.27K
|
108
$18.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 3.33% |
$1.01K - $1.15K
|
310
$54K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9+ 0.14% |
$911 - $1.04K
|
6.44K
$1.12M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 4.31% |
$911 - $1.04K
|
218
$38K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 4.31% |
$911 - $1.04K
|
218
$38K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 3.2% |
$810 - $924
|
258
$44.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
8+ 0.31% |
$810 - $924
|
2.57K
$448K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.13% |
$709 - $808
|
5.46K
$950K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 17.95% |
$709 - $808
|
46
$8.01K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7+ 0.28% |
$709 - $808
|
2.48K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 0.23% |
$608 - $693
|
2.6K
$453K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.04% |
$608 - $693
|
583
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 0.08% |
$608 - $693
|
7.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.64% |
$506 - $577
|
784
$137K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$506 - $577
|
5
$871
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$506 - $577
|
5
$871
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.76% |
$506 - $577
|
666
$116K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4+ 0.06% |
$405 - $462
|
6.33K
$1.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
4+ 2.86% |
$405 - $462
|
144
$25.1K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.15% |
$405 - $462
|
2.66K
$463K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
3+ 0.09% |
$304 - $346
|
3.2K
$558K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 7.14% |
$304 - $346
|
45
$7.84K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 1.97% |
$304 - $346
|
155
$27K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 2.68% |
$304 - $346
|
115
$20K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3+ 3.03% |
$304 - $346
|
102
$17.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.13% |
$203 - $231
|
1.55K
$270K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.52% |
$203 - $231
|
386
$67.2K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.52% |
$203 - $231
|
386
$67.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.94% |
$203 - $231
|
214
$37.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.85% |
$101 - $115
|
119
$20.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.21% |
$101 - $115
|
471
$82K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2- 0.07% |
$203 - $231
|
2.72K
$473K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2- 0.18% |
$203 - $231
|
1.13K
$197K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3- 0.09% |
$304 - $346
|
3.38K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5- 5.38% |
$506 - $577
|
88
$15.3K
|