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 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-300- 13.2% |
$32.4K - $37.6K
|
1.97K
$344K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-300- 2.67% |
$32.4K - $37.6K
|
10.9K
$1.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-307- 13.15% |
$33.2K - $38.5K
|
2.03K
$353K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-313- 3.79% |
$33.8K - $39.3K
|
7.95K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-319- 3.09% |
$34.5K - $40K
|
9.99K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-320- 3.43% |
$34.6K - $40.1K
|
9K
$1.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-328- 8.62% |
$35.4K - $41.1K
|
3.48K
$606K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-334- 0.73% |
$36.1K - $41.9K
|
45.2K
$7.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-338- 0.67% |
$36.5K - $42.4K
|
50.2K
$8.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-343- 9.85% |
$37.1K - $43K
|
3.14K
$547K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-344- 0.14% |
$37.2K - $43.2K
|
252K
$43.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-345- 1.94% |
$37.3K - $43.3K
|
17.4K
$3.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-346- 3.91% |
$37.4K - $43.4K
|
8.5K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-348- 3.76% |
$37.6K - $43.7K
|
8.91K
$1.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-350- 3.79% |
$37.8K - $43.9K
|
8.87K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-354- 3.96% |
$38.2K - $44.4K
|
8.6K
$1.5M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-371- 6.05% |
$40.1K - $46.5K
|
5.76K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-371- 6.05% |
$40.1K - $46.5K
|
5.76K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-375- 2.33% |
$40.5K - $47K
|
15.7K
$2.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-376- 10.88% |
$40.6K - $47.2K
|
3.08K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-382- 9.56% |
$41.3K - $47.9K
|
3.61K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-384- 6.93% |
$41.5K - $48.2K
|
5.16K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-395- 0.19% |
$42.7K - $49.5K
|
208K
$36.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-400- 8.51% |
$43.2K - $50.2K
|
4.3K
$749K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-408- 15.45% |
$44.1K - $51.2K
|
2.23K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-411- 15.95% |
$44.4K - $51.6K
|
2.17K
$377K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-418- 12.33% |
$45.2K - $52.4K
|
2.97K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-427- 6.63% |
$46.1K - $53.6K
|
6.02K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-444- 11.26% |
$48K - $55.7K
|
3.5K
$610K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-450- 18.47% |
$48.6K - $56.4K
|
1.99K
$346K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-454- 7.18% |
$49K - $56.9K
|
5.87K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-479- 7.86% |
$51.7K - $60.1K
|
5.62K
$978K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-483- 4.85% |
$52.2K - $60.6K
|
9.48K
$1.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-490- 1.8% |
$52.9K - $61.5K
|
26.8K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-500- 0.23% |
$54K - $62.7K
|
215K
$37.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 18.18% |
$54K - $62.7K
|
2.25K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-516- 2.19% |
$55.7K - $64.7K
|
23K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-522- 12.89% |
$56.4K - $65.5K
|
3.53K
$615K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-526- 3.04% |
$56.8K - $66K
|
16.8K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-533- 0.54% |
$57.6K - $66.9K
|
98.7K
$17.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-545- 0.88% |
$58.9K - $68.4K
|
61.5K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-554- 12.23% |
$59.8K - $69.5K
|
3.98K
$692K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-556- 11.13% |
$60.1K - $69.7K
|
4.44K
$773K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-560- 1.12% |
$60.5K - $70.2K
|
49.6K
$8.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-612- 5.29% |
$66.1K - $76.8K
|
11K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-634- 4.1% |
$68.5K - $79.5K
|
14.8K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-653- 2.69% |
$70.5K - $81.9K
|
23.6K
$4.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-655- 5.06% |
$70.8K - $82.2K
|
12.3K
$2.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-660- 2.88% |
$71.3K - $82.8K
|
22.3K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-666- 10.6% |
$71.9K - $83.5K
|
5.62K
$978K
|