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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
629+ 2.73% |
$68K - $78.9K
|
23.7K
$4.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
619+ 11.92% |
$66.9K - $77.6K
|
5.81K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
605+ 0.38% |
$65.4K - $75.9K
|
162K
$28.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
592+ 10.46% |
$64K - $74.3K
|
6.25K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
591+ 0.69% |
$63.8K - $74.1K
|
86.4K
$15M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
589+ 2.74% |
$63.6K - $73.9K
|
22.1K
$3.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
588+ 23.1% |
$63.5K - $73.8K
|
3.13K
$546K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
580+ 3.49% |
$62.7K - $72.8K
|
17.2K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
558+ 18.18% |
$60.3K - $70K
|
3.63K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
555+ 9.36% |
$60K - $69.6K
|
6.49K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
521+ 1.79% |
$56.3K - $65.4K
|
29.7K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
514+ 2.56% |
$55.5K - $64.5K
|
20.6K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
503+ 12.93% |
$54.3K - $63.1K
|
4.39K
$765K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
500+ 5.81% |
$54K - $62.7K
|
9.1K
$1.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
495+ 5.43% |
$53.5K - $62.1K
|
9.61K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
483+ 5.53% |
$52.2K - $60.6K
|
9.21K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
480+ 1.79% |
$51.9K - $60.2K
|
27.4K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
470+ 1.94% |
$50.8K - $59K
|
24.6K
$4.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
462New |
$49.9K - $58K
|
462
$80.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
462+ 94.87% |
$49.9K - $58K
|
949
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
427+ 10.04% |
$46.1K - $53.6K
|
4.68K
$815K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424+ 194.5% |
$45.8K - $53.2K
|
642
$112K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
418+ 37.25% |
$45.2K - $52.4K
|
1.54K
$268K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
416+ 9.37% |
$44.9K - $52.2K
|
4.86K
$845K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
411New |
$44.4K - $51.6K
|
411
$71.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
400+ 13.69% |
$43.2K - $50.2K
|
3.32K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
400+ 0.42% |
$43.2K - $50.2K
|
94.6K
$16.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
398+ 1.39% |
$43K - $49.9K
|
29.1K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
392+ 0.91% |
$42.3K - $49.2K
|
43.5K
$7.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
370+ 19.98% |
$40K - $46.4K
|
2.22K
$387K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
365+ 12.27% |
$39.4K - $45.8K
|
3.34K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
352+ 0.38% |
$38K - $44.2K
|
92.6K
$16.1M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
338+ 17.49% |
$36.5K - $42.4K
|
2.27K
$395K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
334+ 45.2% |
$36.1K - $41.9K
|
1.07K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
332+ 1.15% |
$35.9K - $41.6K
|
29.2K
$5.09M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
325+ 9.54% |
$35.1K - $40.8K
|
3.73K
$650K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
321+ 11.85% |
$34.7K - $40.3K
|
3.03K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
318+ 8.48% |
$34.4K - $39.9K
|
4.07K
$708K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
318+ 7.14% |
$34.4K - $39.9K
|
4.77K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
317+ 5.89% |
$34.2K - $39.8K
|
5.7K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
309+ 49.13% |
$33.4K - $38.8K
|
938
$163K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
305New |
$32.9K - $38.3K
|
305
$53.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
304+ 0.77% |
$32.8K - $38.1K
|
40K
$6.97M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
304+ 0.16% |
$32.8K - $38.1K
|
194K
$33.8M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
296New |
$32K - $37.1K
|
296
$51.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
294+ 0.45% |
$31.8K - $36.9K
|
65.9K
$11.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
282+ 0.39% |
$30.5K - $35.4K
|
71.8K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
282+ 7.28% |
$30.5K - $35.4K
|
4.16K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
280+ 0.95% |
$30.2K - $35.1K
|
29.7K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
277+ 4.18% |
$29.9K - $34.7K
|
6.9K
$1.2M
|