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 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.2K+ 12.36% |
$291K - $387K
|
29.1K
$5.13M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.17K+ 7.18% |
$288K - $383K
|
47.3K
$8.33M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.11K+ 28.58% |
$283K - $375K
|
14K
$2.46M
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.1K+ 12.41% |
$282K - $374K
|
28.1K
$4.94M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.09KNew |
$281K - $373K
|
3.09K
$544K
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.06K+ 6.64% |
$278K - $369K
|
49.1K
$8.65M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.02KNew |
$275K - $365K
|
3.02K
$532K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.99K+ 26.88% |
$272K - $361K
|
14.1K
$2.48M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.94KNew |
$268K - $355K
|
2.94K
$518K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
2.91K+ 0.78% |
$265K - $351K
|
376K
$66.1M
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.82KNew |
$256K - $340K
|
2.82K
$496K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$255K - $338K
|
2.8K
$493K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.76K+ 0.77% |
$251K - $333K
|
361K
$63.5M
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.74KNew |
$250K - $331K
|
2.74K
$483K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
2.71K+ 47.06% |
$247K - $327K
|
8.47K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.68KNew |
$244K - $323K
|
2.68K
$472K
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.67KNew |
$243K - $322K
|
2.67K
$470K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.66K+ 1463.74% |
$242K - $322K
|
2.85K
$501K
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.54KNew |
$231K - $307K
|
2.54K
$447K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.52KNew |
$229K - $304K
|
2.52K
$444K
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.51KNew |
$228K - $303K
|
2.51K
$442K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
2.5KNew |
$227K - $301K
|
2.5K
$440K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.43K+ 74.78% |
$221K - $293K
|
5.67K
$998K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
2.42KNew |
$221K - $293K
|
2.42K
$427K
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
2.41KNew |
$220K - $291K
|
2.41K
$425K
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.37KNew |
$216K - $286K
|
2.37K
$418K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.35KNew |
$214K - $284K
|
2.35K
$414K
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.35KNew |
$214K - $283K
|
2.35K
$413K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.34KNew |
$213K - $283K
|
2.34K
$413K
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.34K+ 3.45% |
$213K - $283K
|
70.3K
$12.4M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.31KNew |
$211K - $279K
|
2.31K
$407K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.27K+ 28.97% |
$207K - $274K
|
10.1K
$1.78M
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
2.24KNew |
$204K - $270K
|
2.24K
$394K
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.23KNew |
$203K - $269K
|
2.23K
$393K
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
2.23K+ 36.23% |
$203K - $269K
|
8.38K
$1.48M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.23KNew |
$202K - $269K
|
2.23K
$392K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.21K+ 2.87% |
$201K - $267K
|
79.3K
$14M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.2KNew |
$200K - $266K
|
2.2K
$387K
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.2KNew |
$200K - $266K
|
2.2K
$387K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.2K+ 42.5% |
$200K - $265K
|
7.36K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.18K+ 66.49% |
$198K - $263K
|
5.45K
$960K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.17K+ 1.04% |
$198K - $262K
|
211K
$37.2M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.16KNew |
$197K - $261K
|
2.16K
$381K
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.14KNew |
$195K - $258K
|
2.14K
$377K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.13KNew |
$194K - $257K
|
2.13K
$375K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.13KNew |
$194K - $257K
|
2.13K
$375K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
2.13K+ 25.18% |
$193K - $257K
|
10.6K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.12KNew |
$193K - $256K
|
2.12K
$373K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.11KNew |
$192K - $255K
|
2.11K
$372K
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.11KNew |
$192K - $255K
|
2.11K
$372K
|