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 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
27+ 0.96% |
$2.92K - $3.39K
|
2.85K
$430K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
27+ 1.47% |
$2.92K - $3.39K
|
1.87K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
26+ 1.21% |
$2.81K - $3.26K
|
2.17K
$327K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
25+ 1.36% |
$2.7K - $3.14K
|
1.87K
$281K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
20+ 0.2% |
$2.16K - $2.51K
|
10.1K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20New |
$2.16K - $2.51K
|
20
$3.01K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
18+ 0.56% |
$1.94K - $2.26K
|
3.24K
$488K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17+ 0.84% |
$1.84K - $2.13K
|
2.05K
$309K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16New |
$1.73K - $2.01K
|
16
$2.41K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 28.57% |
$1.73K - $2.01K
|
72
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
15+ 0.55% |
$1.62K - $1.88K
|
2.73K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.13% |
$1.4K - $1.63K
|
10.3K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 3.01% |
$1.4K - $1.63K
|
445
$67.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12+ 0.41% |
$1.3K - $1.51K
|
2.92K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 7.59% |
$1.19K - $1.38K
|
156
$23.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.2% |
$756 - $878
|
590
$88.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 0.63% |
$756 - $878
|
1.12K
$169K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 7.61% |
$756 - $878
|
99
$14.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 58.33% |
$756 - $878
|
19
$2.86K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$756 - $878
|
7
$1.05K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 31.58% |
$648 - $753
|
25
$3.77K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.75% |
$648 - $753
|
349
$52.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 4.2% |
$540 - $627
|
124
$18.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 11.11% |
$540 - $627
|
50
$7.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5New |
$540 - $627
|
5
$754
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 1.94% |
$540 - $627
|
263
$39.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$432 - $502
|
4
$603
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$432 - $502
|
4
$603
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.18% |
$432 - $502
|
2.21K
$333K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.4% |
$432 - $502
|
290
$43.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4+ 28.57% |
$432 - $502
|
18
$2.71K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 1.75% |
$432 - $502
|
232
$35K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
3+ 0.01% |
$324 - $376
|
20K
$3.02M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$324 - $376
|
3
$452
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.85% |
$216 - $251
|
110
$16.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
2+ 0.05% |
$216 - $251
|
3.94K
$594K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2+ 1.29% |
$216 - $251
|
157
$23.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$216 - $251
|
2
$301
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.21% |
$108 - $125
|
472
$71.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $125
|
2.5K
$377K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$108 - $125
|
3.27K
$493K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.69% |
$108 - $125
|
145
$21.9K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$108 - $125
|
8.04K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.16% |
$108 - $125
|
629
$94.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 2.7% |
$108 - $125
|
36
$5.43K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1- 0.1% |
$108 - $125
|
1K
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 2.58% |
$648 - $753
|
227
$34.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10- 8.13% |
$1.08K - $1.25K
|
113
$17K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-11- 4.31% |
$1.19K - $1.38K
|
244
$36.8K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 9.02% |
$1.19K - $1.38K
|
111
$16.7K
|