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 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.15KNew |
$222K - $315K
|
2.15K
$375K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.14K+ 3.23% |
$222K - $314K
|
68.6K
$11.9M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.1KNew |
$217K - $308K
|
2.1K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.09KNew |
$216K - $307K
|
2.09K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.08KNew |
$214K - $304K
|
2.08K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.07K+ 21.66% |
$214K - $303K
|
11.6K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.02KNew |
$209K - $296K
|
2.02K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.01K+ 11794.12% |
$207K - $294K
|
2.02K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2K+ 2.95% |
$207K - $293K
|
70K
$12.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.99K+ 53.66% |
$205K - $291K
|
5.69K
$990K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.97KNew |
$203K - $288K
|
1.97K
$343K
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.9K+ 6.74% |
$196K - $279K
|
30.1K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.89KNew |
$195K - $277K
|
1.89K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.88KNew |
$194K - $275K
|
1.88K
$327K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
1.85KNew |
$191K - $271K
|
1.85K
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.84KNew |
$191K - $270K
|
1.84K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.84K+ 0.33% |
$190K - $270K
|
566K
$98.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.81KNew |
$187K - $265K
|
1.81K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.8KNew |
$186K - $264K
|
1.8K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$186K - $264K
|
1.8K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 7.37% |
$185K - $263K
|
26.1K
$4.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.78KNew |
$184K - $261K
|
1.78K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.77KNew |
$183K - $260K
|
1.77K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.75KNew |
$180K - $256K
|
1.75K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.74KNew |
$180K - $256K
|
1.74K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.74KNew |
$180K - $255K
|
1.74K
$303K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.74KNew |
$180K - $255K
|
1.74K
$303K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$180K - $255K
|
1.74K
$303K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.74KNew |
$180K - $255K
|
1.74K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.73KNew |
$178K - $253K
|
1.73K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.7KNew |
$176K - $250K
|
1.7K
$297K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.7KNew |
$176K - $249K
|
1.7K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.7KNew |
$176K - $249K
|
1.7K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.69K+ 48.64% |
$174K - $247K
|
5.15K
$897K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.68KNew |
$174K - $246K
|
1.68K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.68KNew |
$174K - $246K
|
1.68K
$292K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.68KNew |
$173K - $246K
|
1.68K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.67K+ 10.19% |
$173K - $245K
|
18.1K
$3.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$172K - $244K
|
1.67K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$172K - $244K
|
1.67K
$290K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.66KNew |
$172K - $243K
|
1.66K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
1.65KNew |
$171K - $242K
|
1.65K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.63KNew |
$169K - $240K
|
1.63K
$285K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.61KNew |
$166K - $236K
|
1.61K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 6.87% |
$166K - $235K
|
25K
$4.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.6KNew |
$165K - $235K
|
1.6K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.6KNew |
$165K - $235K
|
1.6K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.59KNew |
$165K - $233K
|
1.59K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.57K+ 5.41% |
$162K - $230K
|
30.6K
$5.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.57KNew |
$162K - $230K
|
1.57K
$274K
|