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 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.06K+ 19.31% |
$420K - $596K
|
25.1K
$4.37M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.95KNew |
$408K - $579K
|
3.95K
$687K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.95K+ 144.45% |
$408K - $578K
|
6.68K
$1.16M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.8KNew |
$393K - $558K
|
3.8K
$662K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.8KNew |
$393K - $558K
|
3.8K
$662K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.73K+ 127.17% |
$386K - $547K
|
6.66K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.69KNew |
$382K - $541K
|
3.69K
$643K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.67K+ 41.15% |
$380K - $538K
|
12.6K
$2.19M
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.6KNew |
$372K - $528K
|
3.6K
$627K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.54KNew |
$366K - $519K
|
3.54K
$617K
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.53K+ 60.66% |
$364K - $517K
|
9.34K
$1.63M
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.48K+ 2.0% |
$359K - $509K
|
177K
$30.9M
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.46KNew |
$357K - $506K
|
3.46K
$602K
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.42KNew |
$353K - $501K
|
3.42K
$595K
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.39KNew |
$350K - $497K
|
3.39K
$590K
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.3KNew |
$341K - $483K
|
3.3K
$574K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
3.27KNew |
$338K - $479K
|
3.27K
$570K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.23K+ 38.77% |
$334K - $474K
|
11.6K
$2.01M
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.21KNew |
$332K - $471K
|
3.21K
$560K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.17K+ 27.46% |
$328K - $465K
|
14.7K
$2.57M
|
|
Feb 12, 2024
Q4 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
3.15K+ 3.75% |
$326K - $462K
|
87.1K
$15.2M
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.14KNew |
$325K - $461K
|
3.14K
$547K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.02KNew |
$312K - $442K
|
3.02K
$526K
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
3KNew |
$310K - $440K
|
3K
$522K
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.97KNew |
$307K - $436K
|
2.97K
$518K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.9K+ 5.31% |
$299K - $424K
|
57.4K
$10M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.89K+ 28.84% |
$299K - $424K
|
12.9K
$2.25M
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
2.89K+ 369.65% |
$298K - $423K
|
3.67K
$639K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.88K+ 21.38% |
$297K - $421K
|
16.3K
$2.84M
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.83K+ 25.88% |
$293K - $415K
|
13.8K
$2.4M
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.76K+ 32.59% |
$285K - $405K
|
11.2K
$1.96M
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.75K+ 3.76% |
$285K - $404K
|
76K
$13.2M
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.72KNew |
$281K - $399K
|
2.72K
$473K
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.7KNew |
$279K - $396K
|
2.7K
$470K
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.7KNew |
$279K - $396K
|
2.7K
$470K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.69KNew |
$278K - $395K
|
2.69K
$469K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.62KNew |
$271K - $384K
|
2.62K
$456K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.58KNew |
$267K - $378K
|
2.58K
$449K
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.54K+ 1.0% |
$263K - $372K
|
257K
$44.7M
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$256K - $364K
|
2.48K
$432K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.47KNew |
$255K - $362K
|
2.47K
$430K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 69.98% |
$252K - $358K
|
5.93K
$1.03M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.44K+ 10.15% |
$252K - $357K
|
26.4K
$4.61M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.41K+ 66.32% |
$249K - $353K
|
6.03K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.39K+ 11.09% |
$247K - $350K
|
23.9K
$4.16M
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.24K+ 9.09% |
$231K - $328K
|
26.9K
$4.68M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.23KNew |
$231K - $327K
|
2.23K
$388K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.2KNew |
$227K - $322K
|
2.2K
$383K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.19K+ 11.59% |
$226K - $321K
|
21.1K
$3.67M
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
2.16K+ 71.32% |
$223K - $317K
|
5.19K
$904K
|