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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.57KNew |
$162K - $230K
|
1.57K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.55KNew |
$161K - $228K
|
1.55K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.55K+ 4.53% |
$160K - $227K
|
35.7K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.54K+ 13.51% |
$160K - $226K
|
13K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.53KNew |
$158K - $224K
|
1.53K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.53KNew |
$158K - $224K
|
1.53K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.53KNew |
$158K - $224K
|
1.53K
$230K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.52KNew |
$157K - $223K
|
1.52K
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.51KNew |
$156K - $221K
|
1.51K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
BUY
|
- |
1.51KNew |
$156K - $221K
|
1.51K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.51K+ 2.73% |
$156K - $221K
|
56.7K
$8.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.51KNew |
$156K - $221K
|
1.51K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.5KNew |
$155K - $220K
|
1.5K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.49K+ 0.49% |
$154K - $218K
|
306K
$46.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.47KNew |
$152K - $215K
|
1.47K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$152K - $215K
|
1.47K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.47KNew |
$152K - $215K
|
1.47K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.43KNew |
$148K - $210K
|
1.43K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.43KNew |
$148K - $210K
|
1.43K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.42KNew |
$147K - $209K
|
1.42K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.42KNew |
$147K - $208K
|
1.42K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.42K+ 4.27% |
$147K - $208K
|
34.7K
$5.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$147K - $208K
|
1.42K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.39K+ 46.23% |
$144K - $204K
|
4.4K
$663K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.38K+ 1.6% |
$143K - $202K
|
87.8K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.35KNew |
$140K - $198K
|
1.35K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.32K+ 8.95% |
$136K - $193K
|
16.1K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.31KNew |
$135K - $192K
|
1.31K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.3K+ 3.02% |
$134K - $190K
|
44.3K
$6.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.29K+ 37.09% |
$133K - $189K
|
4.77K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.29K+ 13.62% |
$133K - $189K
|
10.8K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.26K+ 28.48% |
$131K - $185K
|
5.7K
$859K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.23K+ 5.3% |
$127K - $181K
|
24.5K
$3.69M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
1.23K+ 2.8% |
$127K - $180K
|
45K
$6.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.22K+ 29.8% |
$127K - $179K
|
5.33K
$803K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.21K+ 12.1% |
$125K - $177K
|
11.2K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.2K+ 7.36% |
$124K - $176K
|
17.5K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.2K+ 4.37% |
$124K - $175K
|
28.6K
$4.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.19K+ 25.57% |
$122K - $174K
|
5.82K
$877K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.18K+ 13.81% |
$122K - $173K
|
9.72K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.17K+ 124.41% |
$121K - $171K
|
2.11K
$317K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.15K+ 20.23% |
$118K - $168K
|
6.81K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.13K+ 38.76% |
$117K - $166K
|
4.06K
$611K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.11K+ 8.54% |
$114K - $162K
|
14K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.08K+ 19.01% |
$112K - $159K
|
6.79K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 4.87% |
$111K - $158K
|
23.2K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
997+ 12.13% |
$103K - $146K
|
9.22K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
982+ 7.59% |
$102K - $144K
|
13.9K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
971+ 22.11% |
$100K - $142K
|
5.36K
$808K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
962+ 4.66% |
$99.4K - $141K
|
21.6K
$3.25M
|