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 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-2- 25.0% |
$292 - $340
|
6
$1.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 6.38% |
$438 - $510
|
44
$7.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 3.92% |
$584 - $680
|
98
$17K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-4- 0.24% |
$584 - $680
|
1.69K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$730 - $851
|
9.93K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.32% |
$730 - $851
|
1.55K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 1.11% |
$730 - $851
|
446
$77.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-6- 0.39% |
$877 - $1.02K
|
1.54K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-6- 0.36% |
$877 - $1.02K
|
1.65K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 7.06% |
$877 - $1.02K
|
79
$13.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 4.4% |
$1.02K - $1.19K
|
152
$26.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.24% |
$1.02K - $1.19K
|
2.92K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7- 9.72% |
$1.02K - $1.19K
|
65
$11.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7- 0.17% |
$1.02K - $1.19K
|
4.07K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.51% |
$1.17K - $1.36K
|
1.55K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9- 0.59% |
$1.31K - $1.53K
|
1.5K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 1.16% |
$1.46K - $1.7K
|
853
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.68% |
$1.46K - $1.7K
|
1.45K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-10- 6.17% |
$1.46K - $1.7K
|
152
$26.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-11- 12.64% |
$1.61K - $1.87K
|
76
$13.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14- 5.13% |
$2.05K - $2.38K
|
259
$45K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-15- 10.87% |
$2.19K - $2.55K
|
123
$21.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-16- 1.82% |
$2.34K - $2.72K
|
862
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-17- 0.81% |
$2.48K - $2.89K
|
2.09K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 0.81% |
$2.63K - $3.06K
|
2.19K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-18- 0.23% |
$2.63K - $3.06K
|
7.76K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-20- 0.65% |
$2.92K - $3.4K
|
3.07K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 1.09% |
$2.92K - $3.4K
|
1.82K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-21- 56.76% |
$3.07K - $3.57K
|
16
$2.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-22- 0.62% |
$3.21K - $3.74K
|
3.53K
$613K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 1.2% |
$3.65K - $4.25K
|
2.05K
$356K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-25- 6.76% |
$3.65K - $4.25K
|
345
$60K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-26- 0.44% |
$3.8K - $4.42K
|
5.82K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-28- 2.06% |
$4.09K - $4.76K
|
1.33K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 3.98% |
$4.09K - $4.76K
|
675
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-35- 0.57% |
$5.11K - $5.95K
|
6.1K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-37- 0.8% |
$5.41K - $6.29K
|
4.56K
$793K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-39- 2.1% |
$5.7K - $6.63K
|
1.82K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-40- 2.43% |
$5.84K - $6.8K
|
1.6K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-40- 1.48% |
$5.84K - $6.8K
|
2.66K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-41- 1.76% |
$5.99K - $6.97K
|
2.29K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-41- 1.81% |
$5.99K - $6.97K
|
2.22K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 1.34% |
$6.14K - $7.14K
|
3.1K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-44- 2.05% |
$6.43K - $7.48K
|
2.1K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-44- 2.53% |
$6.43K - $7.48K
|
1.7K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-45- 0.2% |
$6.57K - $7.65K
|
22.1K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 3.08% |
$7.3K - $8.51K
|
1.58K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53- 6.81% |
$7.74K - $9.02K
|
725
$126K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-56- 0.99% |
$8.18K - $9.53K
|
5.58K
$969K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-56- 0.48% |
$8.18K - $9.53K
|
11.6K
$2.02M
|