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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
322+ 107.33% |
$45.1K - $49.5K
|
622
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
320+ 99.69% |
$44.9K - $49.2K
|
641
$112K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
315New |
$44.2K - $48.4K
|
315
$54.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
315+ 5.4% |
$44.2K - $48.4K
|
6.15K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
312New |
$43.7K - $48K
|
312
$54.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
289+ 963.33% |
$40.5K - $44.4K
|
319
$55.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
280+ 8.71% |
$39.3K - $43.1K
|
3.49K
$608K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
270+ 10.0% |
$37.8K - $41.5K
|
2.97K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
266+ 9.71% |
$37.3K - $40.9K
|
3.01K
$523K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
262+ 96.32% |
$36.7K - $40.3K
|
534
$93K
|
|
|
Jul 03, 2024
Q2 2024
|
Everence Capital Management Inc
|
BUY
|
- |
260+ 2.33% |
$36.4K - $40K
|
11.4K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
234+ 14.06% |
$32.8K - $36K
|
1.9K
$331K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
232+ 3.49% |
$32.5K - $35.7K
|
6.89K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
230+ 2.2% |
$32.2K - $35.4K
|
10.7K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
219+ 0.38% |
$30.7K - $33.7K
|
57.7K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
216+ 0.15% |
$30.3K - $33.2K
|
145K
$25.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
213+ 2.58% |
$29.9K - $32.8K
|
8.48K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
206+ 5.53% |
$28.9K - $31.7K
|
3.93K
$685K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
202+ 7.18% |
$28.3K - $31.1K
|
3.01K
$525K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
200+ 5.88% |
$28K - $30.8K
|
3.6K
$627K
|
|
|
Jul 31, 2024
Q2 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
200+ 13.79% |
$28K - $30.8K
|
1.65K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
199+ 11.38% |
$27.9K - $30.6K
|
1.95K
$339K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
199New |
$27.9K - $30.6K
|
199
$34.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
195+ 99.49% |
$27.3K - $30K
|
391
$68.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
181+ 9.56% |
$25.4K - $27.8K
|
2.07K
$361K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
180+ 17.86% |
$25.2K - $27.7K
|
1.19K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
177+ 3.0% |
$24.8K - $27.2K
|
6.08K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
175New |
$24.5K - $26.9K
|
175
$30.5K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
175+ 11.59% |
$24.5K - $26.9K
|
1.69K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Heitman Real Estate Securities LLC
Chicago, IL |
BUY
|
- |
173+ 0.04% |
$24.3K - $26.6K
|
477K
$83M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
173+ 2.2% |
$24.3K - $26.6K
|
8.04K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
168+ 16.41% |
$23.6K - $25.8K
|
1.19K
$208K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
168+ 10.9% |
$23.6K - $25.8K
|
1.71K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
164New |
$23K - $25.2K
|
164
$28.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
163+ 3.51% |
$22.8K - $25.1K
|
4.81K
$838K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
162New |
$22.7K - $24.9K
|
162
$28.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
160+ 727.27% |
$22.4K - $24.6K
|
182
$31.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
157+ 218.06% |
$22K - $24.1K
|
229
$39.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
148+ 2.92% |
$20.7K - $22.8K
|
5.22K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
145+ 1.16% |
$20.3K - $22.3K
|
12.7K
$2.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
139+ 8.31% |
$19.5K - $21.4K
|
1.81K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
137+ 2.72% |
$19.2K - $21.1K
|
5.17K
$900K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
131+ 1.38% |
$18.4K - $20.1K
|
9.62K
$1.68M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
129+ 12.18% |
$18.1K - $19.8K
|
1.19K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
127+ 3.71% |
$17.8K - $19.5K
|
3.55K
$618K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
126+ 3.5% |
$17.7K - $19.4K
|
3.72K
$648K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
123+ 8.18% |
$17.2K - $18.9K
|
1.63K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
122New |
$17.1K - $18.8K
|
122
$21.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
119+ 8.2% |
$16.7K - $18.3K
|
1.57K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
116+ 1.65% |
$16.3K - $17.8K
|
7.15K
$1.24M
|