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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-10- 0.33% |
$910 - $1.21K
|
3.04K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-12- 0.03% |
$1.09K - $1.45K
|
43.2K
$7.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.62% |
$1.73K - $2.29K
|
3.06K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 2.94% |
$1.82K - $2.41K
|
660
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-21- 0.26% |
$1.91K - $2.53K
|
8.18K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-23- 0.98% |
$2.09K - $2.78K
|
2.32K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 21.82% |
$2.18K - $2.9K
|
86
$15K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-24- 0.49% |
$2.18K - $2.9K
|
4.84K
$843K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-24- 44.44% |
$2.18K - $2.9K
|
30
$5.23K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-27- 0.57% |
$2.46K - $3.26K
|
4.68K
$815K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-28- 0.44% |
$2.55K - $3.38K
|
6.31K
$1.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-30- 0.23% |
$2.73K - $3.62K
|
12.8K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-32- 0.81% |
$2.91K - $3.86K
|
3.91K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-33- 0.7% |
$3K - $3.98K
|
4.68K
$814K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-34- 4.56% |
$3.09K - $4.1K
|
711
$124K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-37- 7.99% |
$3.37K - $4.47K
|
426
$74.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-40- 1.03% |
$3.64K - $4.83K
|
3.84K
$669K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-40- 1.22% |
$3.64K - $4.83K
|
3.24K
$564K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-40- 4.12% |
$3.64K - $4.83K
|
930
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-47- 0.88% |
$4.28K - $5.67K
|
5.28K
$919K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 1.38% |
$4.55K - $6.04K
|
3.58K
$623K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-50- 92.59% |
$4.55K - $6.04K
|
4
$697
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-51- 2.28% |
$4.64K - $6.16K
|
2.19K
$381K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-56- 0.32% |
$5.09K - $6.76K
|
17.7K
$3.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-60- 0.48% |
$5.46K - $7.24K
|
12.4K
$2.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-75- 1.1% |
$6.82K - $9.05K
|
6.74K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-76- 10.2% |
$6.91K - $9.17K
|
669
$117K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-80- 31.87% |
$7.28K - $9.66K
|
171
$29.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-80- 38.1% |
$7.28K - $9.66K
|
130
$22.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-83- 1.03% |
$7.55K - $10K
|
7.97K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-83- 0.9% |
$7.55K - $10K
|
9.1K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-90- 75.0% |
$8.19K - $10.9K
|
30
$5.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-91- 2.09% |
$8.28K - $11K
|
4.26K
$743K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-93- 0.12% |
$8.46K - $11.2K
|
76K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-94- 9.69% |
$8.55K - $11.3K
|
876
$153K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-103- 0.2% |
$9.37K - $12.4K
|
51.2K
$8.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-118- 41.99% |
$10.7K - $14.2K
|
163
$28.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-122- 2.68% |
$11.1K - $14.7K
|
4.43K
$772K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-124- 2.75% |
$11.3K - $15K
|
4.39K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126- 28.06% |
$11.5K - $15.2K
|
323
$56.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-128- 0.44% |
$11.6K - $15.4K
|
29K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-128- 0.18% |
$11.6K - $15.4K
|
69.3K
$12.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-129- 2.83% |
$11.7K - $15.6K
|
4.44K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 16.25% |
$11.9K - $15.8K
|
675
$118K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-137- 18.51% |
$12.5K - $16.5K
|
603
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-137- 0.15% |
$12.5K - $16.5K
|
89.2K
$15.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-144- 16.96% |
$13.1K - $17.4K
|
705
$123K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-144- 2.12% |
$13.1K - $17.4K
|
6.65K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-145- 4.52% |
$13.2K - $17.5K
|
3.06K
$533K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-153- 2.2% |
$13.9K - $18.5K
|
6.79K
$1.18M
|