Purchases and Sales Made in Q4 2021 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
150+ 33.33% |
$19.7K - $25.6K
|
600
$105K
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
142+ 0.03% |
$18.7K - $24.2K
|
409K
$71.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
142+ 2.13% |
$18.7K - $24.2K
|
6.8K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
140+ 24.78% |
$18.4K - $23.9K
|
705
$123K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
134+ 30.8% |
$17.6K - $22.8K
|
569
$99.1K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
132+ 1.85% |
$17.3K - $22.5K
|
7.27K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
132+ 6.65% |
$17.3K - $22.5K
|
2.12K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
127+ 31.75% |
$16.7K - $21.7K
|
527
$91.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
125+ 0.31% |
$16.4K - $21.3K
|
40.9K
$7.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
123+ 14.27% |
$16.2K - $21K
|
985
$172K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
121New |
$15.9K - $20.6K
|
121
$21.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
118New |
$15.5K - $20.1K
|
118
$20.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
116+ 1.79% |
$15.2K - $19.8K
|
6.58K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
110+ 4.19% |
$14.5K - $18.8K
|
2.74K
$476K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103+ 3.55% |
$13.5K - $17.6K
|
3.01K
$524K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
102New |
$13.4K - $17.4K
|
102
$17.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
100+ 1.52% |
$13.1K - $17.1K
|
6.7K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.17% |
$13.1K - $17.1K
|
59.1K
$10.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.49% |
$13.1K - $17.1K
|
20.6K
$3.59M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
100+ 1.85% |
$13.1K - $17.1K
|
5.52K
$961K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
99+ 0.42% |
$13K - $16.9K
|
23.5K
$4.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96+ 1.74% |
$12.6K - $16.4K
|
5.62K
$979K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
93+ 3.36% |
$12.2K - $15.9K
|
2.86K
$498K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
84+ 4.12% |
$11K - $14.3K
|
2.12K
$370K
|
|
|
Jan 19, 2022
Q4 2021
|
Edmp, Inc.
|
BUY
|
- |
79+ 3.7% |
$10.4K - $13.5K
|
2.21K
$385K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
77+ 1.3% |
$10.1K - $13.1K
|
5.98K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
76+ 1.15% |
$9.99K - $13K
|
6.68K
$1.16M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
72+ 4.18% |
$9.46K - $12.3K
|
1.8K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
70+ 4.32% |
$9.2K - $11.9K
|
1.69K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
69+ 0.2% |
$9.07K - $11.8K
|
34K
$5.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
69+ 3.2% |
$9.07K - $11.8K
|
2.23K
$388K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
68+ 2.91% |
$8.93K - $11.6K
|
2.41K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67+ 3.51% |
$8.8K - $11.4K
|
1.98K
$345K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
65+ 2.71% |
$8.54K - $11.1K
|
2.47K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
64New |
$8.41K - $10.9K
|
64
$11.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
63+ 2.7% |
$8.28K - $10.7K
|
2.4K
$417K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63+ 3.92% |
$8.28K - $10.7K
|
1.67K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
62+ 10.33% |
$8.15K - $10.6K
|
662
$115K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
61New |
$8.01K - $10.4K
|
61
$10.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56New |
$7.36K - $9.55K
|
56
$9.75K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
53New |
$6.96K - $9.04K
|
53
$9.23K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
51+ 2.96% |
$6.7K - $8.7K
|
1.78K
$309K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
50New |
$6.57K - $8.53K
|
50
$8.71K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
50+ 10.78% |
$6.57K - $8.53K
|
514
$89.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
48+ 0.87% |
$6.31K - $8.18K
|
5.56K
$968K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
46New |
$6.04K - $7.84K
|
46
$8.01K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40New |
$5.26K - $6.82K
|
40
$6.97K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
38New |
$4.99K - $6.48K
|
38
$6.62K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
37+ 12.67% |
$4.86K - $6.31K
|
329
$57.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
35+ 0.66% |
$4.6K - $5.97K
|
5.31K
$925K
|