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 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
611+ 24.91% |
$85.6K - $94K
|
3.06K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
601+ 39.23% |
$84.2K - $92.4K
|
2.13K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
593+ 4.71% |
$83.1K - $91.2K
|
13.2K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
588+ 7.37% |
$82.4K - $90.4K
|
8.57K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
578+ 2.61% |
$81K - $88.9K
|
22.7K
$3.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
572+ 762.67% |
$80.2K - $88K
|
647
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
569+ 3.38% |
$79.8K - $87.5K
|
17.4K
$3.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
546+ 0.96% |
$76.5K - $84K
|
57.3K
$9.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
507+ 21.65% |
$71.1K - $78K
|
2.85K
$496K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
507+ 5.19% |
$71.1K - $78K
|
10.3K
$1.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500+ 15.73% |
$70.1K - $76.9K
|
3.68K
$640K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
499+ 19.02% |
$69.9K - $76.7K
|
3.12K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
499+ 6.22% |
$69.9K - $76.7K
|
8.52K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
495+ 9900.0% |
$69.4K - $76.1K
|
500
$87.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
495+ 28.88% |
$69.4K - $76.1K
|
2.21K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
484+ 0.99% |
$67.8K - $74.4K
|
49.5K
$8.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
457+ 0.62% |
$64.1K - $70.3K
|
73.8K
$12.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
450+ 0.03% |
$63.1K - $69.2K
|
1.29M
$225M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
435New |
$61K - $66.9K
|
435
$75.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
429+ 29.34% |
$60.1K - $66K
|
1.89K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
425+ 20.62% |
$59.6K - $65.4K
|
2.49K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
423+ 7.0% |
$59.3K - $65K
|
6.46K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
B&I Capital Ag
|
BUY
|
- |
400+ 0.37% |
$56.1K - $61.5K
|
109K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
398+ 1.49% |
$55.8K - $61.2K
|
27K
$4.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
395+ 4.51% |
$55.4K - $60.7K
|
9.16K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
395+ 18.1% |
$55.4K - $60.7K
|
2.58K
$449K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
393+ 3.69% |
$55.1K - $60.4K
|
11K
$1.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
392+ 12.05% |
$55K - $60.3K
|
3.65K
$635K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
390+ 6.92% |
$54.7K - $60K
|
6.02K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
389+ 9.18% |
$54.5K - $59.8K
|
4.63K
$806K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
380+ 6.07% |
$53.3K - $58.4K
|
6.65K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
379+ 0.86% |
$53.1K - $58.3K
|
44.2K
$7.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
378+ 6.8% |
$53K - $58.1K
|
5.94K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
377+ 2.34% |
$52.8K - $58K
|
16.5K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
369+ 1.22% |
$51.7K - $56.7K
|
30.7K
$5.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
368+ 6.78% |
$51.6K - $56.6K
|
5.79K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
367+ 13.68% |
$51.4K - $56.4K
|
3.05K
$531K
|
|
|
Aug 07, 2024
Q2 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
365+ 99.73% |
$51.2K - $56.1K
|
731
$127K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
364+ 0.2% |
$51K - $56K
|
182K
$31.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
360+ 3.7% |
$50.5K - $55.4K
|
10.1K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
357+ 1.85% |
$50K - $54.9K
|
19.7K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
351+ 52.31% |
$49.2K - $54K
|
1.02K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
350New |
$49.1K - $53.8K
|
350
$60.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
348+ 9.8% |
$48.8K - $53.5K
|
3.9K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
344+ 11.58% |
$48.2K - $52.9K
|
3.31K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
344+ 2.42% |
$48.2K - $52.9K
|
14.5K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
341+ 0.88% |
$47.8K - $52.4K
|
39.1K
$6.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
336+ 24.98% |
$47.1K - $51.7K
|
1.68K
$293K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
330+ 4.92% |
$46.3K - $50.7K
|
7.04K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
328+ 0.85% |
$46K - $50.4K
|
38.8K
$6.76M
|