Purchases and Sales Made in Q2 2025 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q2 2025. 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 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
81+ 5.97% |
$11.4K - $13.9K
|
1.44K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
80+ 5.19% |
$11.2K - $13.7K
|
1.62K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
80New |
$11.2K - $13.7K
|
80
$13K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
72+ 2.27% |
$10.1K - $12.3K
|
3.24K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
68+ 13.6% |
$9.55K - $11.7K
|
568
$92.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
68+ 0.98% |
$9.55K - $11.7K
|
7.04K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
66+ 2200.0% |
$9.26K - $11.3K
|
69
$11.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
54New |
$7.58K - $9.26K
|
54
$8.79K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50New |
$7.02K - $8.57K
|
50
$8.14K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
46+ 3.62% |
$6.46K - $7.89K
|
1.32K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
46+ 3.3% |
$6.46K - $7.89K
|
1.44K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
36New |
$5.05K - $6.17K
|
36
$5.86K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
34+ 6.14% |
$4.77K - $5.83K
|
588
$95.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
33+ 165.0% |
$4.63K - $5.66K
|
53
$8.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
29+ 1.3% |
$4.07K - $4.97K
|
2.25K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
27+ 0.92% |
$3.79K - $4.63K
|
2.96K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
27+ 7.09% |
$3.79K - $4.63K
|
408
$66.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
26+ 1.12% |
$3.65K - $4.46K
|
2.34K
$381K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
26+ 1.29% |
$3.65K - $4.46K
|
2.04K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
26+ 1.04% |
$3.65K - $4.46K
|
2.53K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.78% |
$2.81K - $3.43K
|
2.57K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
18New |
$2.53K - $3.09K
|
18
$2.93K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$1.97K - $2.4K
|
14
$2.28K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 6.63% |
$1.68K - $2.06K
|
193
$31.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12+ 0.86% |
$1.68K - $2.06K
|
1.41K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 12.79% |
$1.54K - $1.89K
|
97
$15.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.11% |
$1.4K - $1.71K
|
9.3K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.0% |
$1.26K - $1.54K
|
205K
$33.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8+ 1.08% |
$1.12K - $1.37K
|
746
$121K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.05% |
$1.12K - $1.37K
|
14.8K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$983 - $1.2K
|
7
$1.14K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 2.27% |
$842 - $1.03K
|
270
$43.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 7.04% |
$702 - $857
|
76
$12.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
5+ 0.02% |
$702 - $857
|
26.3K
$4.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.29% |
$561 - $686
|
314
$51.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.27% |
$561 - $686
|
1.47K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.85% |
$140 - $171
|
27
$4.39K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.93% |
$140 - $171
|
107
$17.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 3.2% |
$561 - $686
|
121
$19.7K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5- 0.38% |
$702 - $857
|
1.31K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 0.21% |
$702 - $857
|
2.32K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 0.72% |
$2.81K - $3.43K
|
2.74K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-23- 0.47% |
$3.23K - $3.94K
|
4.87K
$792K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-24- 0.81% |
$3.37K - $4.11K
|
2.94K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-30- 5.02% |
$4.21K - $5.14K
|
568
$92.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 13.76% |
$4.21K - $5.14K
|
188
$30.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-35- 2.0% |
$4.91K - $6K
|
1.71K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-35- 0.28% |
$4.91K - $6K
|
12.5K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-38- 2.31% |
$5.33K - $6.51K
|
1.61K
$262K
|