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 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
734+ 28.45% |
$66.8K - $88.6K
|
3.31K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
732+ 3.5% |
$66.6K - $88.4K
|
21.6K
$3.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
711+ 12.4% |
$64.7K - $85.8K
|
6.44K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
705+ 14.5% |
$64.1K - $85.1K
|
5.57K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
BUY
|
- |
700+ 1.07% |
$63.7K - $84.5K
|
66.3K
$11M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
688+ 2.9% |
$62.6K - $83K
|
24.4K
$4.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
658+ 27.6% |
$59.9K - $79.4K
|
3.04K
$503K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
652+ 23.53% |
$59.3K - $78.7K
|
3.42K
$566K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
650+ 18.68% |
$59.1K - $78.5K
|
4.13K
$682K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
643+ 4.77% |
$58.5K - $77.6K
|
14.1K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
630New |
$57.3K - $76K
|
630
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
614+ 18.65% |
$55.9K - $74.1K
|
3.91K
$646K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
598+ 9.24% |
$54.4K - $72.2K
|
7.07K
$1.17M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
594New |
$54K - $71.7K
|
594
$98.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
587+ 20.57% |
$53.4K - $70.9K
|
3.44K
$569K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
566+ 16.69% |
$51.5K - $68.3K
|
3.96K
$654K
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
558+ 0.46% |
$50.8K - $67.4K
|
123K
$20.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
553+ 7.81% |
$50.3K - $66.7K
|
7.63K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
536+ 10.14% |
$48.8K - $64.7K
|
5.82K
$962K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
531+ 5.01% |
$48.3K - $64.1K
|
11.1K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
510+ 1.9% |
$46.4K - $61.6K
|
27.3K
$4.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 22.22% |
$45.5K - $60.4K
|
2.75K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
476+ 109.68% |
$43.3K - $57.5K
|
910
$150K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
474+ 17.24% |
$43.1K - $57.2K
|
3.22K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
451+ 14.33% |
$41K - $54.4K
|
3.6K
$595K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
441+ 8.76% |
$40.1K - $53.2K
|
5.48K
$905K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
430+ 4.04% |
$39.1K - $51.9K
|
11.1K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
411+ 1.79% |
$37.4K - $49.6K
|
23.4K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
409+ 10.23% |
$37.2K - $49.4K
|
4.41K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
405+ 3.1% |
$36.8K - $48.9K
|
13.5K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
396+ 3.55% |
$36K - $47.8K
|
11.6K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
393+ 1.37% |
$35.8K - $47.4K
|
29.1K
$4.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
391+ 111.08% |
$35.6K - $47.2K
|
743
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
391New |
$35.6K - $47.2K
|
391
$64.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
389+ 14.6% |
$35.4K - $47K
|
3.05K
$505K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
378+ 12.63% |
$34.4K - $45.6K
|
3.37K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
378+ 3.09% |
$34.4K - $45.6K
|
12.6K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
374+ 9.75% |
$34K - $45.1K
|
4.21K
$696K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
359+ 2.27% |
$32.7K - $43.3K
|
16.2K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
350+ 11.88% |
$31.8K - $42.2K
|
3.3K
$545K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
345New |
$31.4K - $41.6K
|
345
$57K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
342+ 11.24% |
$31.1K - $41.3K
|
3.39K
$560K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
335New |
$30.5K - $40.4K
|
335
$55.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
333+ 1.57% |
$30.3K - $40.2K
|
21.6K
$3.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
329+ 7.8% |
$29.9K - $39.7K
|
4.55K
$752K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
327+ 4.95% |
$29.8K - $39.5K
|
6.94K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
325New |
$29.6K - $39.2K
|
325
$53.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
315+ 13.86% |
$28.7K - $38K
|
2.59K
$428K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
313+ 43.17% |
$28.5K - $37.8K
|
1.04K
$172K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
313+ 25.45% |
$28.5K - $37.8K
|
1.54K
$255K
|