Purchases and Sales Made in Q4 2022 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q4 2022. 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 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
30+ 4.69% |
$2.73K - $3.62K
|
670
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
29+ 3.03% |
$2.64K - $3.5K
|
986
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
29+ 0.13% |
$2.64K - $3.5K
|
21.7K
$3.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
28+ 23.33% |
$2.55K - $3.38K
|
148
$25.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
27+ 1.61% |
$2.46K - $3.26K
|
1.71K
$297K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.09% |
$2.37K - $3.14K
|
2.4K
$419K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$2.27K - $3.02K
|
25
$4.35K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
25+ 0.9% |
$2.27K - $3.02K
|
2.8K
$488K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24+ 75.0% |
$2.18K - $2.9K
|
56
$9.75K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
24New |
$2.18K - $2.9K
|
24
$4.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$2.18K - $2.9K
|
24
$4.18K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23New |
$2.09K - $2.78K
|
23
$4.01K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 1.08% |
$2K - $2.66K
|
2.06K
$359K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 0.22% |
$1.91K - $2.53K
|
9.62K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
19+ 0.47% |
$1.73K - $2.29K
|
4.09K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
18+ 0.14% |
$1.64K - $2.17K
|
12.6K
$2.2M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
15New |
$1.36K - $1.81K
|
15
$2.61K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
13New |
$1.18K - $1.57K
|
13
$2.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
13+ 3.2% |
$1.18K - $1.57K
|
419
$73K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
13+ 3.56% |
$1.18K - $1.57K
|
378
$65.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
12+ 0.25% |
$1.09K - $1.45K
|
4.73K
$823K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12+ 0.48% |
$1.09K - $1.45K
|
2.51K
$438K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 13.75% |
$1K - $1.33K
|
91
$15.8K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.58% |
$910 - $1.21K
|
1.74K
$303K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$819 - $1.09K
|
9
$1.57K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 1.92% |
$546 - $724
|
318
$55.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 6.19% |
$546 - $724
|
103
$17.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$455 - $604
|
5
$871
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 1.53% |
$455 - $604
|
331
$57.7K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
4+ 0.11% |
$364 - $483
|
3.77K
$657K
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3+ 0.1% |
$273 - $362
|
2.99K
$520K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3+ 60.0% |
$273 - $362
|
8
$1.39K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 2.04% |
$273 - $362
|
150
$26.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.75% |
$182 - $241
|
116
$20.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.53% |
$182 - $241
|
133
$23.2K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.56% |
$182 - $241
|
130
$22.6K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
2+ 0.53% |
$182 - $241
|
382
$66.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2+ 2.08% |
$182 - $241
|
98
$17.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
BUY
|
- |
1+ 0.0% |
$91 - $121
|
20K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
1New |
$91 - $121
|
1
$174
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 3.45% |
$91 - $121
|
30
$5.23K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 1.03% |
$91 - $121
|
98
$17.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.6% |
$91 - $121
|
169
$29.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.19% |
$91 - $121
|
523
$91.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2- 0.09% |
$182 - $241
|
2.16K
$376K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 2.03% |
$273 - $362
|
145
$25.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5Closed |
$455 - $604
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5- 26.32% |
$455 - $604
|
14
$2.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-9- 0.35% |
$819 - $1.09K
|
2.56K
$446K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-10- 2.55% |
$910 - $1.21K
|
382
$66.5K
|