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
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
276+ 12.63% |
$29.8K - $34.6K
|
2.46K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
263+ 8.21% |
$28.4K - $33K
|
3.47K
$604K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
256+ 11.34% |
$27.7K - $32.1K
|
2.51K
$438K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
255+ 4.64% |
$27.5K - $32K
|
5.75K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
254+ 2.68% |
$27.4K - $31.9K
|
9.73K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
254+ 1.21% |
$27.4K - $31.9K
|
21.2K
$3.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
250New |
$27K - $31.4K
|
250
$43.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
247+ 30.57% |
$26.7K - $31K
|
1.06K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
246+ 8.13% |
$26.6K - $30.9K
|
3.27K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
243New |
$26.3K - $30.5K
|
243
$42.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
238+ 2.42% |
$25.7K - $29.9K
|
10.1K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
235+ 4.48% |
$25.4K - $29.5K
|
5.48K
$954K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
233New |
$25.2K - $29.2K
|
233
$40.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
227+ 0.8% |
$24.5K - $28.5K
|
28.5K
$4.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
219New |
$23.7K - $27.5K
|
219
$38.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
205+ 3.76% |
$22.1K - $25.7K
|
5.66K
$986K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.21% |
$21.6K - $25.1K
|
93.2K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 714.29% |
$21.6K - $25.1K
|
228
$39.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
199+ 122.09% |
$21.5K - $25K
|
362
$63K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
187+ 6.22% |
$20.2K - $23.5K
|
3.2K
$556K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
183+ 3.0% |
$19.8K - $23K
|
6.29K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
182+ 0.42% |
$19.7K - $22.8K
|
43.8K
$7.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
178+ 0.97% |
$19.2K - $22.3K
|
18.5K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
176+ 4.55% |
$19K - $22.1K
|
4.05K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
175+ 4.03% |
$18.9K - $22K
|
4.52K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
174+ 0.05% |
$18.8K - $21.8K
|
377K
$65.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
170+ 7.3% |
$18.4K - $21.3K
|
2.5K
$435K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
163New |
$17.6K - $20.4K
|
163
$28.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
161+ 7.06% |
$17.4K - $20.2K
|
2.44K
$425K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
160New |
$17.3K - $20.1K
|
160
$27.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
153+ 6.8% |
$16.5K - $19.2K
|
2.4K
$419K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
150+ 625.0% |
$16.2K - $18.8K
|
174
$30.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
146+ 239.34% |
$15.8K - $18.3K
|
207
$36K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
143+ 22.63% |
$15.4K - $17.9K
|
775
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
143+ 0.76% |
$15.4K - $17.9K
|
18.9K
$3.29M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
141+ 5.42% |
$15.2K - $17.7K
|
2.74K
$478K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
138+ 4.85% |
$14.9K - $17.3K
|
2.98K
$519K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
135+ 37.92% |
$14.6K - $16.9K
|
491
$85.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
134+ 3.53% |
$14.5K - $16.8K
|
3.93K
$685K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
130+ 12.87% |
$14K - $16.3K
|
1.14K
$199K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
128+ 5.06% |
$13.8K - $16.1K
|
2.66K
$463K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
125New |
$13.5K - $15.7K
|
125
$21.8K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
123+ 26.11% |
$13.3K - $15.4K
|
594
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
121+ 2.95% |
$13.1K - $15.2K
|
4.22K
$735K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
121+ 2.95% |
$13.1K - $15.2K
|
4.22K
$735K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
113+ 1.91% |
$12.2K - $14.2K
|
6.03K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
109+ 0.76% |
$11.8K - $13.7K
|
14.5K
$2.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
105+ 8.43% |
$11.3K - $13.2K
|
1.35K
$235K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
102+ 4.25% |
$11K - $12.8K
|
2.5K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
102+ 1.42% |
$11K - $12.8K
|
7.29K
$1.27M
|