Purchases and Sales Made in Q3 2024 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q3 2024. 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 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
78+ 2.09% |
$11.4K - $13.3K
|
3.8K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
77+ 0.46% |
$11.2K - $13.1K
|
16.7K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
75+ 5.05% |
$11K - $12.8K
|
1.56K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 1.62% |
$11K - $12.8K
|
4.7K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
72+ 1.48% |
$10.5K - $12.2K
|
4.95K
$874K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
72+ 11.2% |
$10.5K - $12.2K
|
715
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
71+ 2.76% |
$10.4K - $12.1K
|
2.65K
$468K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68+ 1.11% |
$9.93K - $11.6K
|
6.18K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
67+ 91.78% |
$9.79K - $11.4K
|
140
$24.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
67+ 0.88% |
$9.79K - $11.4K
|
7.72K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
66+ 1320.0% |
$9.64K - $11.2K
|
71
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65+ 0.49% |
$9.5K - $11.1K
|
13.5K
$2.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
65+ 1.6% |
$9.5K - $11.1K
|
4.12K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
62New |
$9.06K - $10.5K
|
62
$11K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
61+ 3.93% |
$8.91K - $10.4K
|
1.62K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
60+ 0.6% |
$8.77K - $10.2K
|
9.98K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56New |
$8.18K - $9.53K
|
56
$9.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
56+ 0.82% |
$8.18K - $9.53K
|
6.9K
$1.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
54+ 3.92% |
$7.89K - $9.19K
|
1.43K
$253K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
52+ 4.59% |
$7.6K - $8.85K
|
1.18K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
49+ 3.51% |
$7.16K - $8.34K
|
1.45K
$256K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
48+ 0.68% |
$7.01K - $8.17K
|
7.07K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
46+ 191.67% |
$6.72K - $7.83K
|
70
$12.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
46+ 9.37% |
$6.72K - $7.83K
|
537
$94.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45+ 0.46% |
$6.57K - $7.65K
|
9.88K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
41+ 0.53% |
$5.99K - $6.97K
|
7.82K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.13% |
$5.84K - $6.8K
|
1.92K
$340K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
39+ 1.31% |
$5.7K - $6.63K
|
3.01K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
38+ 1.24% |
$5.55K - $6.46K
|
3.11K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
37+ 1.12% |
$5.41K - $6.29K
|
3.34K
$590K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 2.5% |
$5.11K - $5.95K
|
1.44K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
35+ 1.14% |
$5.11K - $5.95K
|
3.11K
$549K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 1.49% |
$4.97K - $5.78K
|
2.32K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
31+ 1.94% |
$4.53K - $5.27K
|
1.63K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 7.93% |
$4.53K - $5.27K
|
422
$74.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
30+ 0.77% |
$4.38K - $5.1K
|
3.93K
$694K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 4.97% |
$4.38K - $5.1K
|
634
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
30+ 1.21% |
$4.38K - $5.1K
|
2.52K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
30+ 71.43% |
$4.38K - $5.1K
|
72
$12.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 2.44% |
$4.24K - $4.93K
|
1.22K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 0.45% |
$4.09K - $4.76K
|
6.19K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
27New |
$3.94K - $4.59K
|
27
$4.77K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 1.07% |
$3.94K - $4.59K
|
2.55K
$451K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
27+ 0.81% |
$3.94K - $4.59K
|
3.35K
$593K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 18.75% |
$3.51K - $4.08K
|
152
$26.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 1.78% |
$3.51K - $4.08K
|
1.37K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
24+ 0.98% |
$3.51K - $4.08K
|
2.49K
$439K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
24+ 1.81% |
$3.51K - $4.08K
|
1.35K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23+ 1.08% |
$3.36K - $3.91K
|
2.16K
$381K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
23New |
$3.36K - $3.91K
|
23
$4.07K
|