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
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-43- 2.29% |
$4.44K - $6.3K
|
1.83K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-44- 7.46% |
$4.55K - $6.45K
|
546
$95.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47- 1.16% |
$4.86K - $6.89K
|
4.02K
$703K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-47- 0.08% |
$4.86K - $6.89K
|
57.1K
$9.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-48- 1.7% |
$4.96K - $7.04K
|
2.77K
$485K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-50- 0.41% |
$5.17K - $7.33K
|
12.3K
$2.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-53- 0.44% |
$5.48K - $7.77K
|
12.1K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-56- 15.22% |
$5.79K - $8.21K
|
312
$54.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-57- 15.75% |
$5.89K - $8.36K
|
305
$53.3K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-59- 0.68% |
$6.1K - $8.65K
|
8.65K
$1.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-60- 26.67% |
$6.2K - $8.79K
|
165
$28.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-64- 28.19% |
$6.62K - $9.38K
|
163
$28.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-72- 2.02% |
$7.44K - $10.6K
|
3.49K
$610K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-74- 0.31% |
$7.65K - $10.8K
|
23.7K
$4.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-75- 18.25% |
$7.75K - $11K
|
336
$58.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-76- 52.05% |
$7.86K - $11.1K
|
70
$12.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-76- 3.14% |
$7.86K - $11.1K
|
2.34K
$409K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-77- 3.12% |
$7.96K - $11.3K
|
2.39K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-77- 0.23% |
$7.96K - $11.3K
|
33.4K
$5.84M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-80- 3.8% |
$8.27K - $11.7K
|
2.03K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-81- 4.33% |
$8.37K - $11.9K
|
1.79K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-84- 2.92% |
$8.68K - $12.3K
|
2.8K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-84- 2.39% |
$8.68K - $12.3K
|
3.43K
$600K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-86- 9.06% |
$8.89K - $12.6K
|
863
$151K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-88- 0.9% |
$9.1K - $12.9K
|
9.65K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-90- 26.16% |
$9.3K - $13.2K
|
254
$44.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-96- 45.28% |
$9.92K - $14.1K
|
116
$20.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-97- 3.2% |
$10K - $14.2K
|
2.94K
$514K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-100- 3.48% |
$10.3K - $14.7K
|
2.78K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 2.73% |
$10.3K - $14.7K
|
3.57K
$623K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.77% |
$10.3K - $14.7K
|
13K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 3.05% |
$10.3K - $14.7K
|
3.18K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-103- 3.15% |
$10.6K - $15.1K
|
3.17K
$554K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-109- 3.13% |
$11.3K - $16K
|
3.37K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-119- 5.47% |
$12.3K - $17.4K
|
2.06K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-124- 4.47% |
$12.8K - $18.2K
|
2.65K
$463K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-136- 6.09% |
$14.1K - $19.9K
|
2.1K
$367K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-137- 3.54% |
$14.2K - $20.1K
|
3.73K
$652K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-143- 18.45% |
$14.8K - $21K
|
632
$111K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-143- 18.45% |
$14.8K - $21K
|
632
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
SELL
|
- |
-150- 1.45% |
$15.5K - $22K
|
10.2K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-151- 4.0% |
$15.6K - $22.1K
|
3.63K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-155- 7.43% |
$16K - $22.7K
|
1.93K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-160- 6.13% |
$16.5K - $23.5K
|
2.45K
$428K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-163- 5.94% |
$16.8K - $23.9K
|
2.58K
$451K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-165- 1.32% |
$17.1K - $24.2K
|
12.3K
$2.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-184- 9.67% |
$19K - $27K
|
1.72K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-190- 8.25% |
$19.6K - $27.9K
|
2.11K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-197- 4.68% |
$20.4K - $28.9K
|
4.01K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-198- 5.17% |
$20.5K - $29K
|
3.64K
$636K
|