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
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
286+ 2.38% |
$26K - $34.5K
|
12.3K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
275+ 366.67% |
$25K - $33.2K
|
350
$61.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
274+ 5.48% |
$24.9K - $33.1K
|
5.27K
$928K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
261+ 10.26% |
$23.7K - $31.5K
|
2.81K
$494K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
260+ 0.53% |
$23.7K - $31.4K
|
49.6K
$8.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
259+ 539.58% |
$23.6K - $31.3K
|
307
$54.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
251+ 0.74% |
$22.8K - $30.3K
|
34K
$5.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
245+ 7.6% |
$22.3K - $29.6K
|
3.47K
$611K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
238+ 4.67% |
$21.7K - $28.7K
|
5.33K
$938K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232New |
$21.1K - $28K
|
232
$40.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
229+ 4.22% |
$20.8K - $27.6K
|
5.66K
$996K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
227New |
$20.7K - $27.4K
|
227
$40K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
226+ 0.59% |
$20.6K - $27.3K
|
38.3K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
224+ 0.68% |
$20.4K - $27K
|
33.2K
$5.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
217+ 6.98% |
$19.7K - $26.2K
|
3.33K
$585K
|
|
|
Feb 09, 2023
Q4 2022
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
215New |
$19.6K - $26K
|
215
$37.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
212+ 10.36% |
$19.3K - $25.6K
|
2.26K
$398K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
204New |
$18.6K - $24.6K
|
204
$35.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.96% |
$18.2K - $24.1K
|
21.1K
$3.72M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$18.2K - $24.1K
|
200
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$18.2K - $24.1K
|
200
$35.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
200New |
$18.2K - $24.1K
|
200
$35.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
197New |
$17.9K - $23.8K
|
197
$34.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
195+ 7.2% |
$17.7K - $23.5K
|
2.9K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
190+ 5.21% |
$17.3K - $22.9K
|
3.84K
$676K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
187+ 1.68% |
$17K - $22.6K
|
11.3K
$2M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
186+ 3.94% |
$16.9K - $22.5K
|
4.9K
$863K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
186+ 0.31% |
$16.9K - $22.5K
|
60.8K
$10.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
171New |
$15.6K - $20.6K
|
171
$30.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
171+ 259.09% |
$15.6K - $20.6K
|
237
$41.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
171+ 1.35% |
$15.6K - $20.6K
|
12.8K
$2.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
171+ 1.49% |
$15.6K - $20.6K
|
11.6K
$2.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
161+ 2.96% |
$14.6K - $19.4K
|
5.6K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
160New |
$14.6K - $19.3K
|
160
$28.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
156+ 2.87% |
$14.2K - $18.8K
|
5.59K
$984K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
153New |
$13.9K - $18.5K
|
153
$26.9K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
152+ 2.29% |
$13.8K - $18.3K
|
6.78K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
150+ 6.54% |
$13.6K - $18.1K
|
2.44K
$430K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
149+ 2.31% |
$13.6K - $18K
|
6.59K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
147+ 2.37% |
$13.4K - $17.7K
|
6.36K
$1.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
146New |
$13.3K - $17.6K
|
146
$25.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
145+ 6.46% |
$13.2K - $17.5K
|
2.39K
$421K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
140+ 3.29% |
$12.7K - $16.9K
|
4.4K
$775K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
139+ 28.37% |
$12.6K - $16.8K
|
629
$111K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
138New |
$12.6K - $16.7K
|
138
$24.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
138+ 4.61% |
$12.6K - $16.7K
|
3.13K
$551K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
135+ 0.29% |
$12.3K - $16.3K
|
46.4K
$8.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 3.83% |
$11.8K - $15.7K
|
3.53K
$621K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124+ 21.68% |
$11.3K - $15K
|
696
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
123+ 2.61% |
$11.2K - $14.8K
|
4.83K
$850K
|