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
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.41K+ 17.16% |
$206K - $240K
|
9.65K
$1.68M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.39KNew |
$204K - $237K
|
1.39K
$243K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.39K+ 8.41% |
$203K - $236K
|
17.9K
$3.11M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.39K+ 7.72% |
$202K - $236K
|
19.3K
$3.37M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.38KNew |
$202K - $235K
|
1.38K
$241K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.38KNew |
$201K - $235K
|
1.38K
$240K
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.37KNew |
$200K - $233K
|
1.37K
$239K
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.34K+ 491.18% |
$195K - $227K
|
1.61K
$280K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.32KNew |
$193K - $225K
|
1.32K
$230K
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.32KNew |
$193K - $225K
|
1.32K
$230K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.32KNew |
$193K - $224K
|
1.32K
$230K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.31K+ 4.86% |
$191K - $223K
|
28.3K
$4.92M
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.28KNew |
$188K - $218K
|
1.28K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.27KNew |
$185K - $215K
|
1.27K
$220K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.26KNew |
$183K - $213K
|
1.26K
$219K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$183K - $213K
|
1.25K
$218K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.22K+ 15.96% |
$179K - $208K
|
8.89K
$1.55M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.22KNew |
$178K - $207K
|
1.22K
$212K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.21KNew |
$177K - $206K
|
1.21K
$211K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 29.61% |
$176K - $205K
|
5.27K
$918K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.2KNew |
$175K - $204K
|
1.2K
$209K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.2KNew |
$175K - $204K
|
1.2K
$208K
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
1.2KNew |
$175K - $203K
|
1.2K
$208K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.19K+ 13.32% |
$174K - $203K
|
10.1K
$1.77M
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.19KNew |
$174K - $202K
|
1.19K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.19KNew |
$174K - $202K
|
1.19K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.19KNew |
$173K - $202K
|
1.19K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.18K+ 3.97% |
$172K - $200K
|
30.8K
$5.37M
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.14K+ 10.92% |
$167K - $195K
|
11.6K
$2.02M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.13K+ 12.93% |
$165K - $192K
|
9.85K
$1.72M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.05K+ 9518.18% |
$153K - $178K
|
1.06K
$184K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.03K+ 0.69% |
$150K - $175K
|
151K
$26.2M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.02K+ 30.48% |
$149K - $174K
|
4.38K
$762K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.02K+ 99.8% |
$149K - $174K
|
2.04K
$356K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.02K+ 3.03% |
$148K - $173K
|
34.6K
$6.02M
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1K+ 8.7% |
$146K - $170K
|
12.5K
$2.18M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
996+ 5.06% |
$146K - $169K
|
20.7K
$3.6M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
924+ 30.3% |
$135K - $157K
|
3.97K
$692K
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
920New |
$134K - $157K
|
920
$160K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
889+ 23.32% |
$130K - $151K
|
4.7K
$819K
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
889+ 2.29% |
$130K - $151K
|
39.7K
$6.91M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
883+ 46.52% |
$129K - $150K
|
2.78K
$484K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
877+ 50.69% |
$128K - $149K
|
2.61K
$454K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
874+ 50.84% |
$128K - $149K
|
2.59K
$452K
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
830+ 15.43% |
$121K - $141K
|
6.21K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
823+ 83.3% |
$120K - $140K
|
1.81K
$315K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
752+ 15.11% |
$110K - $128K
|
5.73K
$998K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
743New |
$109K - $126K
|
743
$129K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
718+ 19.28% |
$105K - $122K
|
4.44K
$774K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
701New |
$102K - $119K
|
701
$122K
|