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 14, 2024
Q4 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-432- 4.76% |
$44.7K - $63.3K
|
8.64K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-434- 41.14% |
$44.9K - $63.6K
|
621
$109K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-445- 7.01% |
$46K - $65.2K
|
5.9K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-470- 13.81% |
$48.6K - $68.9K
|
2.93K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-481- 14.1% |
$49.7K - $70.5K
|
2.93K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-483- 20.72% |
$49.9K - $70.8K
|
1.85K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-491- 4.88% |
$50.8K - $72K
|
9.57K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-500- 23.53% |
$51.7K - $73.3K
|
1.63K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-502- 0.54% |
$51.9K - $73.6K
|
92.1K
$16.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-518- 15.87% |
$53.5K - $75.9K
|
2.75K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-520- 1.06% |
$53.8K - $76.2K
|
48.6K
$8.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-527- 3.92% |
$54.5K - $77.2K
|
12.9K
$2.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-538- 66.42% |
$55.6K - $78.9K
|
272
$47.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-552- 1.76% |
$57.1K - $80.9K
|
30.9K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-560- 93.33% |
$57.9K - $82.1K
|
40
$6.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-570- 26.33% |
$58.9K - $83.6K
|
1.6K
$279K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-590- 2.79% |
$61K - $86.5K
|
20.5K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-592- 19.97% |
$61.2K - $86.8K
|
2.37K
$415K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-593- 4.19% |
$61.3K - $86.9K
|
13.6K
$2.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.96% |
$62K - $87.9K
|
19.7K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-600- 76.53% |
$62K - $87.9K
|
184
$32.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-617- 25.07% |
$63.8K - $90.4K
|
1.84K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-619- 3.68% |
$64K - $90.7K
|
16.2K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-625- 6.87% |
$64.6K - $91.6K
|
8.48K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Nixon Capital, LLC
Austin, TX |
SELL
|
- |
-625- 0.57% |
$64.6K - $91.6K
|
108K
$18.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-627- 16.98% |
$64.8K - $91.9K
|
3.07K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-647- 2.73% |
$66.9K - $94.8K
|
23.1K
$4.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-649- 19.57% |
$67.1K - $95.1K
|
2.67K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-653- 22.32% |
$67.5K - $95.7K
|
2.27K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-659- 7.75% |
$68.1K - $96.6K
|
7.84K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-662- 0.35% |
$68.4K - $97K
|
188K
$32.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-675- 76.27% |
$69.8K - $98.9K
|
210
$36.7K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-689- 17.86% |
$71.2K - $101K
|
3.17K
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-710- 11.04% |
$73.4K - $104K
|
5.72K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-727- 4.4% |
$75.1K - $107K
|
15.8K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-730- 3.22% |
$75.5K - $107K
|
21.9K
$3.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-748- 1.52% |
$77.3K - $110K
|
48.6K
$8.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-780- 13.28% |
$80.6K - $114K
|
5.09K
$891K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-789- 52.22% |
$81.6K - $116K
|
722
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-829- 11.02% |
$85.7K - $122K
|
6.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-847- 17.02% |
$87.6K - $124K
|
4.13K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-848- 14.09% |
$87.7K - $124K
|
5.17K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-867- 20.55% |
$89.6K - $127K
|
3.35K
$586K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-873- 17.27% |
$90.2K - $128K
|
4.18K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-888- 16.99% |
$91.8K - $130K
|
4.34K
$759K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-919- 3.81% |
$95K - $135K
|
23.2K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-930- 22.4% |
$96.1K - $136K
|
3.22K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-974- 2.19% |
$101K - $143K
|
43.4K
$7.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1K- 5.82% |
$103K - $147K
|
16.2K
$2.83M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1K- 12.62% |
$104K - $147K
|
6.95K
$1.21M
|