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 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
799+ 30.64% |
$105K - $136K
|
3.41K
$593K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
768+ 1.4% |
$101K - $131K
|
55.8K
$9.71M
|
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
BUY
|
- |
700+ 12.07% |
$92K - $119K
|
6.5K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
686+ 26.58% |
$90.1K - $117K
|
3.27K
$569K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
685+ 9.21% |
$90K - $117K
|
8.12K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
685+ 15.27% |
$90K - $117K
|
5.17K
$900K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
680+ 1.4% |
$89.3K - $116K
|
49.3K
$8.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
677+ 3.75% |
$89K - $115K
|
18.7K
$3.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
BUY
|
- |
676+ 3.29% |
$88.8K - $115K
|
21.2K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
674+ 22.79% |
$88.6K - $115K
|
3.63K
$632K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
673+ 3.9% |
$88.4K - $115K
|
17.9K
$3.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
669+ 40.74% |
$87.9K - $114K
|
2.31K
$402K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
630+ 16.56% |
$82.8K - $107K
|
4.44K
$772K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
625+ 23.83% |
$82.1K - $107K
|
3.25K
$566K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
600+ 9.94% |
$78.8K - $102K
|
6.64K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
590+ 5.86% |
$77.5K - $101K
|
10.7K
$1.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
586+ 3.49% |
$77K - $99.9K
|
17.4K
$3.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
583+ 36.6% |
$76.6K - $99.4K
|
2.18K
$379K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
570+ 1.2% |
$74.9K - $97.2K
|
48.2K
$8.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
552+ 17.34% |
$72.5K - $94.1K
|
3.74K
$650K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
543+ 75.1% |
$71.3K - $92.6K
|
1.27K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
542+ 1.58% |
$71.2K - $92.4K
|
34.8K
$6.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
533+ 6.45% |
$70K - $90.9K
|
8.8K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
533+ 3.2% |
$70K - $90.9K
|
17.2K
$2.99M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
526+ 14.36% |
$69.1K - $89.7K
|
4.19K
$729K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
525+ 17.25% |
$69K - $89.5K
|
3.57K
$622K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
525New |
$69K - $89.5K
|
525
$91.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
517+ 8.37% |
$67.9K - $88.1K
|
6.69K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
507+ 0.96% |
$66.6K - $86.4K
|
53.3K
$9.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
500+ 14.84% |
$65.7K - $85.3K
|
3.87K
$674K
|
|
|
Feb 03, 2022
Q4 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 25.0% |
$65.7K - $85.3K
|
2.5K
$435K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500+ 7.97% |
$65.7K - $85.3K
|
6.77K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
494+ 3.27% |
$64.9K - $84.2K
|
15.6K
$2.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
492+ 16.1% |
$64.6K - $83.9K
|
3.55K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
491+ 4.71% |
$64.5K - $83.7K
|
10.9K
$1.9M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
489New |
$64.2K - $83.4K
|
489
$85.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
475+ 26.78% |
$62.4K - $81K
|
2.25K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
468+ 10.65% |
$61.5K - $79.8K
|
4.86K
$847K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
465+ 14.48% |
$61.1K - $79.3K
|
3.68K
$640K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
463+ 20.82% |
$60.8K - $78.9K
|
2.69K
$468K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
453+ 21.52% |
$59.5K - $77.2K
|
2.56K
$445K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
446+ 132.34% |
$58.6K - $76K
|
783
$136K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
434+ 17.36% |
$57K - $74K
|
2.93K
$511K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
414+ 0.4% |
$54.4K - $70.6K
|
105K
$18.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
400+ 12.9% |
$52.6K - $68.2K
|
3.5K
$609K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
393+ 23.43% |
$51.6K - $67K
|
2.07K
$360K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
390+ 0.91% |
$51.2K - $66.5K
|
43.3K
$7.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
389+ 6.76% |
$51.1K - $66.3K
|
6.14K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
378+ 22.45% |
$49.7K - $64.4K
|
2.06K
$359K
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
376+ 1.06% |
$49.4K - $64.1K
|
35.9K
$6.25M
|