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 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
379+ 21.03% |
$55.4K - $64.5K
|
2.18K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
366+ 25.22% |
$53.5K - $62.3K
|
1.82K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
361+ 5.87% |
$52.7K - $61.4K
|
6.51K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
355+ 3.11% |
$51.9K - $60.4K
|
11.8K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
334+ 17.15% |
$48.8K - $56.8K
|
2.28K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
329+ 9.83% |
$48.1K - $56K
|
3.68K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
322+ 5.81% |
$47K - $54.8K
|
5.87K
$955K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
322+ 3.81% |
$47K - $54.8K
|
8.77K
$1.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
321+ 5.54% |
$46.9K - $54.6K
|
6.11K
$995K
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
321+ 0.52% |
$46.9K - $54.6K
|
62.4K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
311+ 0.54% |
$45.4K - $52.9K
|
58K
$9.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
309New |
$45.1K - $52.6K
|
309
$50.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
309+ 1.5% |
$45.1K - $52.6K
|
21K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
304+ 0.22% |
$44.4K - $51.7K
|
140K
$22.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
302+ 3.33% |
$44.1K - $51.4K
|
9.38K
$1.53M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300+ 8.16% |
$43.8K - $51K
|
3.98K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
300+ 20.85% |
$43.8K - $51K
|
1.74K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
297+ 16.83% |
$43.4K - $50.5K
|
2.06K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
294+ 4.44% |
$43K - $50K
|
6.92K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
289+ 9.59% |
$42.2K - $49.2K
|
3.3K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
280+ 2.93% |
$40.9K - $47.6K
|
9.84K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
275+ 0.78% |
$40.2K - $46.8K
|
35.8K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
275+ 10.43% |
$40.2K - $46.8K
|
2.91K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
272+ 0.05% |
$39.7K - $46.3K
|
525K
$85.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
259+ 1.14% |
$37.8K - $44.1K
|
22.9K
$3.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
259+ 81.19% |
$37.8K - $44.1K
|
578
$94.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
250New |
$36.5K - $42.5K
|
250
$40.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$36.5K - $42.5K
|
250
$40.7K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 12.76% |
$36.5K - $42.5K
|
2.21K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
248+ 14.3% |
$36.2K - $42.2K
|
1.98K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
244+ 4.5% |
$35.6K - $41.5K
|
5.67K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
244+ 5.07% |
$35.6K - $41.5K
|
5.05K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
BUY
|
- |
243+ 14.42% |
$35.5K - $41.3K
|
1.93K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
240+ 6.31% |
$35.1K - $40.8K
|
4.05K
$658K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
234+ 0.48% |
$34.2K - $39.8K
|
49K
$7.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
221+ 0.97% |
$32.3K - $37.6K
|
23K
$3.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
218+ 1.76% |
$31.8K - $37.1K
|
12.6K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
215+ 20.0% |
$31.4K - $36.6K
|
1.29K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
214+ 107.54% |
$31.3K - $36.4K
|
413
$67.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
202+ 0.33% |
$29.5K - $34.4K
|
61.7K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.38% |
$29.2K - $34K
|
53.5K
$8.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
198+ 7.33% |
$28.9K - $33.7K
|
2.9K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
198+ 4.82% |
$28.9K - $33.7K
|
4.3K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
197+ 0.75% |
$28.8K - $33.5K
|
26.6K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
196+ 0.28% |
$28.6K - $33.3K
|
70.4K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
193+ 0.32% |
$28.2K - $32.8K
|
60.5K
$9.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
190+ 3.01% |
$27.8K - $32.3K
|
6.51K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
190+ 1.35% |
$27.8K - $32.3K
|
14.2K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
184+ 1.54% |
$26.9K - $31.3K
|
12.1K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
181+ 8.39% |
$26.4K - $30.8K
|
2.34K
$380K
|