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 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
102+ 4.25% |
$11K - $12.8K
|
2.5K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100+ 40.98% |
$10.8K - $12.5K
|
344
$51.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$10.8K - $12.5K
|
100
$15.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.5% |
$10.8K - $12.5K
|
20.3K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
99+ 4.35% |
$10.7K - $12.4K
|
2.38K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
99+ 1.74% |
$10.7K - $12.4K
|
5.8K
$874K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
98+ 3.39% |
$10.6K - $12.3K
|
2.99K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
97+ 5.11% |
$10.5K - $12.2K
|
1.99K
$301K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
87New |
$9.4K - $10.9K
|
87
$13.1K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
87+ 0.52% |
$9.4K - $10.9K
|
16.9K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
86+ 0.55% |
$9.29K - $10.8K
|
15.6K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
85+ 1.89% |
$9.18K - $10.7K
|
4.58K
$691K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
82+ 3.37% |
$8.86K - $10.3K
|
2.51K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
81+ 28.42% |
$8.75K - $10.2K
|
366
$55.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
79+ 0.2% |
$8.53K - $9.91K
|
39.2K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 11.41% |
$8.21K - $9.53K
|
742
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
76New |
$8.21K - $9.53K
|
76
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
75New |
$8.1K - $9.41K
|
75
$11.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
70+ 2333.33% |
$7.56K - $8.78K
|
73
$11K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
70+ 2.05% |
$7.56K - $8.78K
|
3.48K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
68+ 2.5% |
$7.35K - $8.53K
|
2.78K
$420K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
68New |
$7.35K - $8.53K
|
68
$10.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
67+ 0.44% |
$7.24K - $8.4K
|
15.4K
$2.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 16.15% |
$6.81K - $7.9K
|
453
$68.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
57+ 1.11% |
$6.16K - $7.15K
|
5.2K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 62.5% |
$5.94K - $6.9K
|
143
$21.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
53+ 1.4% |
$5.73K - $6.65K
|
3.85K
$580K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53+ 13.84% |
$5.73K - $6.65K
|
436
$65.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
52+ 30.06% |
$5.62K - $6.52K
|
225
$33.9K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
51New |
$5.51K - $6.4K
|
51
$7.69K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.5% |
$5.4K - $6.27K
|
10.1K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 2.06% |
$5.29K - $6.15K
|
2.43K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
45+ 0.23% |
$4.86K - $5.64K
|
19.3K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
41+ 1.23% |
$4.43K - $5.14K
|
3.37K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40New |
$4.32K - $5.02K
|
40
$6.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40+ 17.78% |
$4.32K - $5.02K
|
265
$39.9K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40+ 9.03% |
$4.32K - $5.02K
|
483
$72.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
40+ 4.45% |
$4.32K - $5.02K
|
938
$141K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
39+ 1.2% |
$4.21K - $4.89K
|
3.3K
$497K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
38+ 0.93% |
$4.11K - $4.77K
|
4.11K
$619K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
37+ 0.69% |
$4K - $4.64K
|
5.37K
$809K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
35+ 1.47% |
$3.78K - $4.39K
|
2.42K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 0.76% |
$3.78K - $4.39K
|
4.65K
$701K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
34+ 4.38% |
$3.67K - $4.26K
|
810
$122K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
32+ 0.5% |
$3.46K - $4.01K
|
6.43K
$969K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 2.57% |
$3.35K - $3.89K
|
1.24K
$187K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31+ 1.57% |
$3.35K - $3.89K
|
2.01K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
30+ 0.14% |
$3.24K - $3.76K
|
21.8K
$3.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
30+ 0.89% |
$3.24K - $3.76K
|
3.4K
$513K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 46.67% |
$3.02K - $3.51K
|
88
$13.3K
|