Purchases and Sales Made in Q3 2021 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
492New |
$57.7K - $67.1K
|
492
$85.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
483New |
$56.6K - $65.9K
|
483
$84.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
480+ 8.64% |
$56.3K - $65.5K
|
6.04K
$1.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
461+ 8.83% |
$54K - $62.9K
|
5.68K
$990K
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
450+ 20.69% |
$52.7K - $61.4K
|
2.63K
$457K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
441+ 2.7% |
$51.7K - $60.2K
|
16.8K
$2.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
430+ 23.09% |
$50.4K - $58.7K
|
2.29K
$399K
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
412New |
$48.3K - $56.2K
|
412
$71.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
401New |
$47K - $54.7K
|
401
$69.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
400+ 4.84% |
$46.9K - $54.6K
|
8.66K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
400+ 106.67% |
$46.9K - $54.6K
|
775
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
372+ 1.47% |
$43.6K - $50.7K
|
25.6K
$4.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
352+ 22.58% |
$41.3K - $48K
|
1.91K
$333K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
352+ 71.84% |
$41.3K - $48K
|
842
$147K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
351+ 10.16% |
$41.1K - $47.9K
|
3.81K
$663K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
350+ 19.92% |
$41K - $47.7K
|
2.11K
$367K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
344+ 1.56% |
$40.3K - $46.9K
|
22.4K
$3.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
338+ 8.83% |
$39.6K - $46.1K
|
4.17K
$725K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
334+ 3.58% |
$39.1K - $45.6K
|
9.65K
$1.68M
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
330+ 0.6% |
$38.7K - $45K
|
55K
$9.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
326+ 11.1% |
$38.2K - $44.5K
|
3.26K
$568K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
306New |
$35.9K - $41.7K
|
306
$53.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
301+ 3.46% |
$35.3K - $41.1K
|
9K
$1.57M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
294+ 2.49% |
$34.5K - $40.1K
|
12.1K
$2.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
271+ 15.12% |
$31.8K - $37K
|
2.06K
$359K
|
|
|
Oct 28, 2021
Q3 2021
|
Hgk Asset Management Inc
|
BUY
|
- |
270+ 0.97% |
$31.6K - $36.8K
|
28K
$4.88M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
250+ 10.19% |
$29.3K - $34.1K
|
2.7K
$471K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
250+ 13.06% |
$29.3K - $34.1K
|
2.16K
$377K
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
247+ 0.44% |
$28.9K - $33.7K
|
56.5K
$9.83M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
245+ 0.57% |
$28.7K - $33.4K
|
43.1K
$7.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
234+ 7.93% |
$27.4K - $31.9K
|
3.18K
$554K
|
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
234+ 6.2% |
$27.4K - $31.9K
|
4.01K
$698K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
233+ 20.9% |
$27.3K - $31.8K
|
1.35K
$235K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
229+ 10.86% |
$26.8K - $31.2K
|
2.34K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
224+ 2.29% |
$26.3K - $30.6K
|
10K
$1.75M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
222+ 3.98% |
$26K - $30.3K
|
5.8K
$1.01M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
221+ 4.57% |
$25.9K - $30.1K
|
5.06K
$881K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
219New |
$25.7K - $29.9K
|
219
$38.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
219+ 4.83% |
$25.7K - $29.9K
|
4.76K
$828K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
210+ 3.74% |
$24.6K - $28.6K
|
5.83K
$1.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 3.29% |
$23.4K - $27.3K
|
6.27K
$1.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
197+ 3.7% |
$23.1K - $26.9K
|
5.53K
$962K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
190+ 5.31% |
$22.3K - $25.9K
|
3.77K
$656K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
189+ 0.56% |
$22.1K - $25.8K
|
33.9K
$5.91M
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
180+ 0.32% |
$21.1K - $24.6K
|
56.1K
$9.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
175+ 10.01% |
$20.5K - $23.9K
|
1.92K
$335K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
175+ 6.02% |
$20.5K - $23.9K
|
3.08K
$537K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
170+ 49.56% |
$19.9K - $23.2K
|
513
$89.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
167+ 0.69% |
$19.6K - $22.8K
|
24.4K
$4.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
166+ 2.56% |
$19.5K - $22.6K
|
6.66K
$1.16M
|