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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-200- 4.65% |
$20.7K - $29.3K
|
4.1K
$713K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-200- 3.14% |
$20.7K - $29.3K
|
6.17K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-200- 4.19% |
$20.7K - $29.3K
|
4.58K
$795K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 1.02% |
$20.7K - $29.3K
|
19.5K
$3.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-202- 3.23% |
$20.9K - $29.6K
|
6.05K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-211- 8.65% |
$21.8K - $30.9K
|
2.23K
$388K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-220- 9.64% |
$22.7K - $32.2K
|
2.06K
$358K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-224- 0.45% |
$23.2K - $32.8K
|
49.9K
$8.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-227- 2.99% |
$23.5K - $33.3K
|
7.37K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-228- 2.4% |
$23.6K - $33.4K
|
9.27K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-230- 8.81% |
$23.8K - $33.7K
|
2.38K
$414K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-231- 18.64% |
$23.9K - $33.9K
|
1.01K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-232- 11.46% |
$24K - $34K
|
1.79K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-233- 4.52% |
$24.1K - $34.2K
|
4.92K
$856K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-234- 0.52% |
$24.2K - $34.3K
|
45K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-236- 0.12% |
$24.4K - $34.6K
|
193K
$33.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-237- 0.44% |
$24.5K - $34.7K
|
53.3K
$9.27M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-237- 5.33% |
$24.5K - $34.7K
|
4.21K
$732K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-247- 0.37% |
$25.5K - $36.2K
|
67.3K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-251- 10.44% |
$25.9K - $36.8K
|
2.15K
$374K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-254- 7.21% |
$26.3K - $37.2K
|
3.27K
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-254- 1.19% |
$26.3K - $37.2K
|
21.2K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-257- 6.19% |
$26.6K - $37.7K
|
3.9K
$678K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-258- 6.28% |
$26.7K - $37.8K
|
3.85K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-261- 10.58% |
$27K - $38.3K
|
2.21K
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-261- 23.02% |
$27K - $38.3K
|
873
$152K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-262- 0.51% |
$27.1K - $38.4K
|
51K
$8.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-282- 9.36% |
$29.2K - $41.3K
|
2.73K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-290- 12.84% |
$30K - $42.5K
|
1.97K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-296- 95.48% |
$30.6K - $43.4K
|
14
$2.43K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-300- 12.37% |
$31K - $44K
|
2.13K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-300- 9.68% |
$31K - $44K
|
2.8K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-307- 0.24% |
$31.7K - $45K
|
130K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-313- 3.4% |
$32.4K - $45.9K
|
8.9K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-315- 1.41% |
$32.6K - $46.2K
|
22K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-318- 9.01% |
$32.9K - $46.6K
|
3.21K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-319- 1.35% |
$33K - $46.8K
|
23.3K
$4.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-333- 4.14% |
$34.4K - $48.8K
|
7.7K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-345- 30.26% |
$35.7K - $50.6K
|
795
$138K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-345- 3.97% |
$35.7K - $50.6K
|
8.35K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-348- 0.48% |
$36K - $51K
|
71.5K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-350- 12.29% |
$36.2K - $51.3K
|
2.5K
$434K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-382- 22.52% |
$39.5K - $56K
|
1.31K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-383- 12.88% |
$39.6K - $56.1K
|
2.59K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-385- 1.1% |
$39.8K - $56.4K
|
34.6K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-389- 17.97% |
$40.2K - $57K
|
1.78K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 3.66% |
$41.3K - $58.6K
|
10.5K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-411- 11.37% |
$42.5K - $60.2K
|
3.2K
$557K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-418- 16.73% |
$43.2K - $61.3K
|
2.08K
$362K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-425- 13.08% |
$43.9K - $62.3K
|
2.83K
$491K
|