Purchases and Sales Made in Q4 2023 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 28.22% |
$4.76K - $6.74K
|
209
$36.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
46+ 2.12% |
$4.76K - $6.74K
|
2.22K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
45New |
$4.65K - $6.6K
|
45
$7.87K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 2.15% |
$4.55K - $6.45K
|
2.09K
$366K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
43+ 16.23% |
$4.44K - $6.3K
|
308
$53.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
43+ 1.81% |
$4.44K - $6.3K
|
2.42K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42+ 0.1% |
$4.34K - $6.16K
|
41.4K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
36+ 1.29% |
$3.72K - $5.28K
|
2.83K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 6.74% |
$3.1K - $4.4K
|
475
$83.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28+ 3.5% |
$2.89K - $4.1K
|
828
$145K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
27+ 1.15% |
$2.79K - $3.96K
|
2.37K
$414K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 900.0% |
$2.79K - $3.96K
|
30
$5.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27+ 69.23% |
$2.79K - $3.96K
|
66
$11.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
26+ 0.17% |
$2.69K - $3.81K
|
15.6K
$2.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
26+ 11.16% |
$2.69K - $3.81K
|
259
$45.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26+ 1.29% |
$2.69K - $3.81K
|
2.04K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
26New |
$2.69K - $3.81K
|
26
$4.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$2.58K - $3.66K
|
25
$4.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24New |
$2.48K - $3.52K
|
24
$4.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 2.14% |
$2.48K - $3.52K
|
1.14K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
23+ 0.61% |
$2.38K - $3.37K
|
3.78K
$661K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23New |
$2.38K - $3.37K
|
23
$4.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
23+ 5.54% |
$2.38K - $3.37K
|
438
$76.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
21+ 4.16% |
$2.17K - $3.08K
|
526
$92K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21+ 0.96% |
$2.17K - $3.08K
|
2.2K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20New |
$2.07K - $2.93K
|
20
$3.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 1.86% |
$2.07K - $2.93K
|
1.09K
$191K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 150.0% |
$1.86K - $2.64K
|
30
$5.25K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
17+ 1.51% |
$1.76K - $2.49K
|
1.15K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
16New |
$1.65K - $2.35K
|
16
$2.8K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 14.41% |
$1.65K - $2.35K
|
127
$22.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 84.21% |
$1.65K - $2.35K
|
35
$6.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
14+ 0.05% |
$1.45K - $2.05K
|
26.1K
$4.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 13.13% |
$1.34K - $1.91K
|
112
$19.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13New |
$1.34K - $1.91K
|
13
$2.27K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12+ 0.33% |
$1.24K - $1.76K
|
3.69K
$645K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.24K - $1.76K
|
12
$2.1K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11New |
$1.14K - $1.61K
|
11
$1.92K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
11+ 44.0% |
$1.14K - $1.61K
|
36
$6.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9+ 0.16% |
$930 - $1.32K
|
5.74K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
9+ 0.22% |
$930 - $1.32K
|
4.04K
$707K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.32% |
$827 - $1.17K
|
2.52K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
6+ 0.24% |
$620 - $879
|
2.51K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 1.72% |
$620 - $879
|
355
$62.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$517 - $733
|
5
$874
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 2.9% |
$413 - $586
|
142
$24.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$413 - $586
|
4
$699
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 1.72% |
$413 - $586
|
236
$41.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
3+ 0.1% |
$310 - $440
|
2.87K
$501K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.03% |
$310 - $440
|
293
$51.2K
|