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 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115+ 3.56% |
$16.1K - $17.7K
|
3.35K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
110New |
$15.4K - $16.9K
|
110
$19.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
107+ 1.78% |
$15K - $16.5K
|
6.1K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
105+ 5.64% |
$14.7K - $16.1K
|
1.97K
$342K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
104+ 4.03% |
$14.6K - $16K
|
2.69K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
104+ 4.41% |
$14.6K - $16K
|
2.46K
$428K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.36% |
$14K - $15.4K
|
28K
$4.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
100+ 3.66% |
$14K - $15.4K
|
2.83K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Presima Inc.
|
BUY
|
- |
100+ 0.38% |
$14K - $15.4K
|
26.2K
$4.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
99+ 0.17% |
$13.9K - $15.2K
|
58.6K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
97+ 7.42% |
$13.6K - $14.9K
|
1.41K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
94+ 11.74% |
$13.2K - $14.5K
|
895
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
90+ 7.03% |
$12.6K - $13.8K
|
1.37K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
88+ 2.53% |
$12.3K - $13.5K
|
3.56K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
86+ 1.42% |
$12.1K - $13.2K
|
6.13K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
83+ 6.32% |
$11.6K - $12.8K
|
1.4K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
83+ 0.65% |
$11.6K - $12.8K
|
12.9K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
81+ 0.97% |
$11.4K - $12.5K
|
8.45K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76+ 5.14% |
$10.7K - $11.7K
|
1.55K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
76+ 3.44% |
$10.7K - $11.7K
|
2.29K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
74+ 1.23% |
$10.4K - $11.4K
|
6.11K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73+ 58.4% |
$10.2K - $11.2K
|
198
$34.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
73New |
$10.2K - $11.2K
|
73
$12.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
73+ 26.94% |
$10.2K - $11.2K
|
344
$59.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
72+ 0.9% |
$10.1K - $11.1K
|
8.1K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 1.75% |
$9.81K - $10.8K
|
4.07K
$707K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
68+ 3.8% |
$9.53K - $10.5K
|
1.86K
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
68+ 0.5% |
$9.53K - $10.5K
|
13.7K
$2.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
66+ 0.11% |
$9.25K - $10.1K
|
60.3K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
65+ 26.64% |
$9.11K - $10K
|
309
$53.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62New |
$8.69K - $9.53K
|
62
$10.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
61+ 2.29% |
$8.55K - $9.38K
|
2.73K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
60+ 1.64% |
$8.41K - $9.23K
|
3.72K
$647K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
58+ 2.56% |
$8.13K - $8.92K
|
2.33K
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
55+ 2.24% |
$7.71K - $8.46K
|
2.51K
$436K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 5.02% |
$7.57K - $8.3K
|
1.13K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$7.43K - $8.15K
|
53
$9.21K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
50+ 3.11% |
$7.01K - $7.69K
|
1.66K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
44+ 1.17% |
$6.17K - $6.77K
|
3.81K
$663K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
44+ 1.35% |
$6.17K - $6.77K
|
3.3K
$574K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
44+ 2.62% |
$6.17K - $6.77K
|
1.73K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38+ 35.51% |
$5.33K - $5.84K
|
145
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
37+ 2.26% |
$5.19K - $5.69K
|
1.67K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35+ 2.06% |
$4.91K - $5.38K
|
1.73K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 1.51% |
$4.77K - $5.23K
|
2.29K
$397K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33+ 0.18% |
$4.63K - $5.07K
|
17.9K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32+ 0.88% |
$4.49K - $4.92K
|
3.67K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.3% |
$4.35K - $4.77K
|
10.4K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
30+ 0.63% |
$4.21K - $4.61K
|
4.78K
$830K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
28New |
$3.93K - $4.31K
|
28
$4.87K
|