Purchases and Sales Made in Q3 2023 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-15- 0.25% |
$1.62K - $1.88K
|
6.03K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 4.83% |
$1.84K - $2.13K
|
335
$58.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19- 0.49% |
$2.05K - $2.38K
|
3.83K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 18.52% |
$2.16K - $2.51K
|
88
$15.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 2.64% |
$2.27K - $2.63K
|
775
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-22- 0.88% |
$2.38K - $2.76K
|
2.47K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 0.7% |
$2.81K - $3.26K
|
3.69K
$643K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-30- 30.0% |
$3.24K - $3.76K
|
70
$12.2K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32- 2.1% |
$3.46K - $4.01K
|
1.49K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-32- 0.42% |
$3.46K - $4.01K
|
7.59K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-35- 3.3% |
$3.78K - $4.39K
|
1.03K
$179K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-35- 1.5% |
$3.78K - $4.39K
|
2.3K
$401K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-36- 0.56% |
$3.89K - $4.52K
|
6.37K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-38- 1.27% |
$4.11K - $4.77K
|
2.97K
$516K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-45- 20.0% |
$4.86K - $5.64K
|
180
$31.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 4.62% |
$4.97K - $5.77K
|
949
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-46- 2.21% |
$4.97K - $5.77K
|
2.04K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-49- 0.69% |
$5.29K - $6.15K
|
7.05K
$1.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 1.49% |
$5.4K - $6.27K
|
3.32K
$578K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-50- 2.24% |
$5.4K - $6.27K
|
2.18K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-50- 1.4% |
$5.4K - $6.27K
|
3.51K
$612K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-53- 7.91% |
$5.73K - $6.65K
|
617
$107K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-62- 0.12% |
$6.7K - $7.78K
|
51.3K
$8.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-63- 2.22% |
$6.81K - $7.9K
|
2.77K
$483K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-63- 1.22% |
$6.81K - $7.9K
|
5.12K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-70- 2.27% |
$7.56K - $8.78K
|
3.01K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-76- 1.92% |
$8.21K - $9.53K
|
3.89K
$677K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-79- 1.76% |
$8.53K - $9.91K
|
4.4K
$767K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-79- 17.29% |
$8.53K - $9.91K
|
378
$65.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-80- 1.58% |
$8.64K - $10K
|
4.98K
$867K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-84- 3.55% |
$9.07K - $10.5K
|
2.28K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-86- 3.44% |
$9.29K - $10.8K
|
2.42K
$421K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-87- 6.44% |
$9.4K - $10.9K
|
1.26K
$220K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-90- 0.17% |
$9.72K - $11.3K
|
52.8K
$9.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-90- 0.77% |
$9.72K - $11.3K
|
11.6K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-90- 4.58% |
$9.72K - $11.3K
|
1.87K
$326K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-95- 2.4% |
$10.3K - $11.9K
|
3.87K
$673K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 2.66% |
$10.8K - $12.5K
|
3.67K
$638K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 2.05% |
$10.8K - $12.5K
|
4.78K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-103- 38.58% |
$11.1K - $12.9K
|
164
$28.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-107- 4.69% |
$11.6K - $13.4K
|
2.18K
$379K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-108- 0.85% |
$11.7K - $13.5K
|
12.6K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-112- 71.34% |
$12.1K - $14K
|
45
$7.84K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-112- 97.39% |
$12.1K - $14K
|
3
$523
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-116- 2.6% |
$12.5K - $14.6K
|
4.34K
$755K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-118- 5.63% |
$12.7K - $14.8K
|
1.98K
$345K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-121- 0.46% |
$13.1K - $15.2K
|
26.1K
$4.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-121- 1.03% |
$13.1K - $15.2K
|
11.7K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 2.38% |
$13.5K - $15.7K
|
5.13K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-127- 2.57% |
$13.7K - $15.9K
|
4.81K
$838K
|