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 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.11KNew |
$192K - $254K
|
2.11K
$371K
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.09K+ 35.87% |
$191K - $253K
|
7.93K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.09K+ 5.01% |
$190K - $253K
|
43.9K
$7.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.09KNew |
$190K - $252K
|
2.09K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.08K+ 10.33% |
$189K - $251K
|
22.2K
$3.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
2.07K+ 1.95% |
$189K - $250K
|
109K
$19.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.07K+ 3.44% |
$188K - $250K
|
62.2K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
2.05KNew |
$187K - $247K
|
2.05K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.05KNew |
$186K - $247K
|
2.05K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.05KNew |
$186K - $247K
|
2.05K
$360K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.04KNew |
$186K - $246K
|
2.04K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.04KNew |
$185K - $246K
|
2.04K
$358K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2.03KNew |
$185K - $245K
|
2.03K
$358K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2K+ 137.46% |
$182K - $241K
|
3.46K
$608K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2KNew |
$182K - $241K
|
2K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2KNew |
$182K - $241K
|
2K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$181K - $240K
|
1.99K
$349K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.97KNew |
$180K - $238K
|
1.97K
$347K
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.97KNew |
$179K - $238K
|
1.97K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.97KNew |
$179K - $237K
|
1.97K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.95KNew |
$177K - $235K
|
1.95K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.94KNew |
$177K - $234K
|
1.94K
$342K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.94KNew |
$176K - $234K
|
1.94K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.92K+ 37.2% |
$175K - $232K
|
7.09K
$1.25M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.9KNew |
$173K - $229K
|
1.9K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.9KNew |
$173K - $229K
|
1.9K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.89KNew |
$172K - $228K
|
1.89K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 2.84% |
$172K - $228K
|
68.4K
$12M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.88KNew |
$171K - $227K
|
1.88K
$332K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.88KNew |
$171K - $227K
|
1.88K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.88KNew |
$171K - $227K
|
1.88K
$331K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.88KNew |
$171K - $226K
|
1.88K
$330K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.86KNew |
$170K - $225K
|
1.86K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.86K+ 4.76% |
$169K - $225K
|
41K
$7.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.85KNew |
$168K - $223K
|
1.85K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.85K+ 6.35% |
$168K - $223K
|
30.9K
$5.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.84KNew |
$167K - $222K
|
1.84K
$324K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.82KNew |
$165K - $220K
|
1.82K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.81KNew |
$165K - $219K
|
1.81K
$319K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.8KNew |
$164K - $217K
|
1.8K
$317K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.8K+ 63.56% |
$164K - $217K
|
4.63K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.8KNew |
$164K - $217K
|
1.8K
$317K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.8KNew |
$163K - $217K
|
1.8K
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.74KNew |
$158K - $210K
|
1.74K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.68K+ 2.72% |
$153K - $203K
|
63.4K
$11.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.68K+ 14.77% |
$153K - $203K
|
13.1K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.67K+ 0.46% |
$152K - $202K
|
363K
$63.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.65KNew |
$150K - $200K
|
1.65K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.64K+ 40.76% |
$150K - $198K
|
5.68K
$1M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.62K+ 39.62% |
$147K - $195K
|
5.71K
$1M
|