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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-127- 5.9% |
$13.7K - $15.9K
|
2.02K
$353K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-139- 36.01% |
$15K - $17.4K
|
247
$43K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-139- 36.01% |
$15K - $17.4K
|
247
$43K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-140- 5.64% |
$15.1K - $17.6K
|
2.34K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-147- 2.94% |
$15.9K - $18.4K
|
4.86K
$846K
|
|
|
Nov 13, 2023
Q3 2023
|
Granger Management LLC
|
SELL
|
- |
-149- 1.42% |
$16.1K - $18.7K
|
10.4K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-150- 0.71% |
$16.2K - $18.8K
|
21.1K
$3.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-152- 4.05% |
$16.4K - $19.1K
|
3.6K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-159- 0.8% |
$17.2K - $19.9K
|
19.6K
$3.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-165- 5.95% |
$17.8K - $20.7K
|
2.61K
$455K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-166- 84.26% |
$17.9K - $20.8K
|
31
$5.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-167- 28.69% |
$18K - $20.9K
|
415
$72.3K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-168- 98.25% |
$18.1K - $21.1K
|
3
$523
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-170- 4.31% |
$18.4K - $21.3K
|
3.78K
$658K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-173- 29.88% |
$18.7K - $21.7K
|
406
$70.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-177- 4.09% |
$19.1K - $22.2K
|
4.15K
$723K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-178- 4.52% |
$19.2K - $22.3K
|
3.76K
$655K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-185- 3.28% |
$20K - $23.2K
|
5.46K
$950K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-188- 0.41% |
$20.3K - $23.6K
|
45.7K
$7.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-191- 6.41% |
$20.6K - $24K
|
2.79K
$486K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-193- 7.51% |
$20.8K - $24.2K
|
2.38K
$414K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-194- 1.77% |
$21K - $24.3K
|
10.8K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-195- 2.23% |
$21.1K - $24.5K
|
8.54K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-199- 1.59% |
$21.5K - $25K
|
12.3K
$2.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-201- 2.39% |
$21.7K - $25.2K
|
8.22K
$1.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-202- 0.77% |
$21.8K - $25.3K
|
26.1K
$4.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-205- 8.72% |
$22.1K - $25.7K
|
2.15K
$374K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-206- 6.23% |
$22.3K - $25.8K
|
3.1K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-213- 2.19% |
$23K - $26.7K
|
9.5K
$1.65M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-213- 2.39% |
$23K - $26.7K
|
8.71K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-215- 3.81% |
$23.2K - $27K
|
5.43K
$945K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-225- 1.52% |
$24.3K - $28.2K
|
14.6K
$2.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-225- 7.25% |
$24.3K - $28.2K
|
2.88K
$501K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-227- 3.45% |
$24.5K - $28.5K
|
6.35K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-239- 11.16% |
$25.8K - $30K
|
1.9K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-245- 5.24% |
$26.5K - $30.7K
|
4.43K
$772K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-250- 2.8% |
$27K - $31.4K
|
8.69K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-250- 8.74% |
$27K - $31.4K
|
2.61K
$455K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-255- 0.1% |
$27.5K - $32K
|
254K
$44.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-257- 4.46% |
$27.8K - $32.2K
|
5.5K
$958K
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-265- 1.13% |
$28.6K - $33.2K
|
23.3K
$4.05M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-269- 10.12% |
$29.1K - $33.7K
|
2.39K
$416K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-270- 1.11% |
$29.2K - $33.9K
|
24.1K
$4.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-272- 6.85% |
$29.4K - $34.1K
|
3.7K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-273- 10.48% |
$29.5K - $34.2K
|
2.33K
$406K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-284- 0.56% |
$30.7K - $35.6K
|
50.6K
$8.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-287- 1.53% |
$31K - $36K
|
18.5K
$3.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-290- 27.38% |
$31.3K - $36.4K
|
769
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-297- 8.03% |
$32.1K - $37.3K
|
3.4K
$593K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-298- 30.79% |
$32.2K - $37.4K
|
670
$117K
|