Purchases and Sales Made in Q2 2024 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q2 2024. 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 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
1.92KNew |
$269K - $295K
|
1.92K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.9K+ 9.61% |
$267K - $293K
|
21.7K
$3.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.89K+ 42.49% |
$265K - $291K
|
6.35K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.89K+ 716.73% |
$264K - $290K
|
2.15K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.88KNew |
$263K - $288K
|
1.88K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.87K+ 1.74% |
$262K - $287K
|
109K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.86K+ 2.86% |
$260K - $285K
|
66.7K
$11.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.85K+ 2.5% |
$260K - $285K
|
76K
$13.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.81KNew |
$253K - $278K
|
1.81K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.8KNew |
$253K - $277K
|
1.8K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.8K+ 3.14% |
$252K - $277K
|
59.1K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.77KNew |
$247K - $271K
|
1.77K
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.7K+ 8.3% |
$239K - $262K
|
22.2K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
1.7KNew |
$238K - $261K
|
1.7K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.7K+ 20.06% |
$238K - $261K
|
10.2K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.7K+ 23.97% |
$238K - $261K
|
8.79K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.69K+ 1.38% |
$237K - $260K
|
124K
$21.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 4.2% |
$236K - $258K
|
41.7K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.66K+ 7.14% |
$233K - $256K
|
24.9K
$4.34M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.65K+ 14.08% |
$232K - $254K
|
13.4K
$2.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.64KNew |
$230K - $253K
|
1.64K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.64KNew |
$230K - $252K
|
1.64K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.62K+ 21.73% |
$227K - $249K
|
9.08K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.58K+ 4.27% |
$221K - $243K
|
38.6K
$6.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.55KNew |
$218K - $239K
|
1.55K
$270K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.55KNew |
$217K - $238K
|
1.55K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.52K+ 15.4% |
$213K - $234K
|
11.4K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
1.52K+ 2.78% |
$213K - $234K
|
56.2K
$9.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.5K+ 25.0% |
$210K - $231K
|
7.5K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
1.49K+ 2.38% |
$209K - $229K
|
64K
$11.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.49KNew |
$209K - $229K
|
1.49K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.49KNew |
$208K - $229K
|
1.49K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.48K+ 11.52% |
$208K - $228K
|
14.4K
$2.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.48K+ 24.12% |
$207K - $227K
|
7.59K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.44KNew |
$202K - $222K
|
1.44K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.44KNew |
$202K - $221K
|
1.44K
$250K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.44KNew |
$202K - $221K
|
1.44K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.44K+ 1.96% |
$201K - $221K
|
74.6K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.42K+ 8.38% |
$199K - $218K
|
18.3K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.4KNew |
$196K - $215K
|
1.4K
$243K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.4K+ 23.85% |
$196K - $215K
|
7.27K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.39K+ 37.6% |
$195K - $214K
|
5.09K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.38K+ 104.22% |
$194K - $213K
|
2.71K
$472K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.38K+ 13.08% |
$193K - $212K
|
11.9K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.37K+ 13.34% |
$192K - $210K
|
11.6K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
BUY
|
- |
1.35KNew |
$189K - $208K
|
1.35K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.35KNew |
$189K - $207K
|
1.35K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.34KNew |
$188K - $206K
|
1.34K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
1.34KNew |
$188K - $206K
|
1.34K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.33KNew |
$186K - $204K
|
1.33K
$231K
|