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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137- 5.05% |
$20K - $23.3K
|
2.58K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 7.79% |
$20.6K - $24K
|
1.67K
$272K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-141- 2.84% |
$20.6K - $24K
|
4.82K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-143- 18.36% |
$20.9K - $24.3K
|
636
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-146- 0.75% |
$21.3K - $24.8K
|
19.4K
$3.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-149- 1.44% |
$21.8K - $25.3K
|
10.2K
$1.66M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-150- 1.32% |
$21.9K - $25.5K
|
11.3K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-151- 9.21% |
$22.1K - $25.7K
|
1.49K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-151- 5.3% |
$22.1K - $25.7K
|
2.7K
$439K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-162- 6.06% |
$23.7K - $27.6K
|
2.51K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-167- 8.65% |
$24.4K - $28.4K
|
1.76K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-168- 8.56% |
$24.5K - $28.6K
|
1.79K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-168- 21.99% |
$24.5K - $28.6K
|
596
$97K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-170- 9.83% |
$24.8K - $28.9K
|
1.56K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-172- 6.87% |
$25.1K - $29.3K
|
2.33K
$379K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-180- 5.85% |
$26.3K - $30.6K
|
2.9K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-181- 2.27% |
$26.4K - $30.8K
|
7.8K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-182- 9.17% |
$26.6K - $31K
|
1.8K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-183- 10.01% |
$26.7K - $31.1K
|
1.65K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-184- 11.08% |
$26.9K - $31.3K
|
1.48K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-200- 2.35% |
$29.2K - $34K
|
8.32K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-205- 6.4% |
$29.9K - $34.9K
|
3K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 1.05% |
$30.1K - $35K
|
19.5K
$3.17M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-211- 11.09% |
$30.8K - $35.9K
|
1.69K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-232- 4.45% |
$33.9K - $39.5K
|
4.99K
$811K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-248- 2.18% |
$36.2K - $42.2K
|
11.1K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-250- 4.21% |
$36.5K - $42.5K
|
5.69K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-250- 2.98% |
$36.5K - $42.5K
|
8.14K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-278- 7.32% |
$40.6K - $47.3K
|
3.52K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-283- 16.94% |
$41.3K - $48.1K
|
1.39K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 2.54% |
$43.8K - $51K
|
11.5K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-301- 5.27% |
$44K - $51.2K
|
5.41K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-313- 6.93% |
$45.7K - $53.2K
|
4.2K
$684K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-318- 4.98% |
$46.5K - $54.1K
|
6.06K
$986K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-319- 5.84% |
$46.6K - $54.3K
|
5.14K
$836K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-346- 19.73% |
$50.5K - $58.9K
|
1.41K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-349- 0.36% |
$51K - $59.4K
|
96.3K
$15.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-362- 5.17% |
$52.9K - $61.6K
|
6.64K
$1.08M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-362- 12.38% |
$52.9K - $61.6K
|
2.56K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-381- 99.48% |
$55.7K - $64.8K
|
2
$325
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-400- 80.0% |
$58.4K - $68K
|
100
$16.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-406- 17.5% |
$59.3K - $69.1K
|
1.91K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-408- 1.82% |
$59.6K - $69.4K
|
22K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-410- 16.35% |
$59.9K - $69.7K
|
2.1K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-410- 23.34% |
$59.9K - $69.7K
|
1.35K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-414- 15.17% |
$60.5K - $70.4K
|
2.32K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-434- 2.06% |
$63.4K - $73.8K
|
20.6K
$3.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-438- 40.97% |
$64K - $74.5K
|
631
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-440- 1.53% |
$64.3K - $74.8K
|
28.4K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-450- 0.31% |
$65.7K - $76.5K
|
145K
$23.6M
|