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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
159+ 0.25% |
$16.4K - $23.3K
|
64.6K
$9.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
158+ 0.6% |
$16.3K - $23.2K
|
26.3K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 0.91% |
$16K - $22.7K
|
17.2K
$2.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
153+ 4.58% |
$15.8K - $22.4K
|
3.49K
$526K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
152+ 6.7% |
$15.7K - $22.3K
|
2.42K
$365K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
152+ 1.5% |
$15.7K - $22.3K
|
10.3K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
143+ 3.23% |
$14.8K - $21K
|
4.58K
$690K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
139+ 4633.33% |
$14.4K - $20.4K
|
142
$21.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
139+ 0.35% |
$14.4K - $20.4K
|
40.1K
$6.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
138+ 6.43% |
$14.3K - $20.2K
|
2.28K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
137+ 0.21% |
$14.2K - $20.1K
|
65.7K
$9.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
136+ 1.97% |
$14.1K - $19.9K
|
7.04K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
131+ 21.23% |
$13.5K - $19.2K
|
748
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
129+ 52.23% |
$13.3K - $18.9K
|
376
$56.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
129+ 52.23% |
$13.3K - $18.9K
|
376
$56.7K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
122+ 0.62% |
$12.6K - $17.9K
|
19.7K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
117New |
$12.1K - $17.1K
|
117
$17.6K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
113New |
$11.7K - $16.6K
|
113
$17K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
112+ 466.67% |
$11.6K - $16.4K
|
136
$20.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
110+ 1.09% |
$11.4K - $16.1K
|
10.2K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
109+ 7.08% |
$11.3K - $16K
|
1.65K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
107+ 0.46% |
$11.1K - $15.7K
|
23.1K
$3.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
106+ 5.23% |
$11K - $15.5K
|
2.13K
$322K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 14.93% |
$10.3K - $14.7K
|
770
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
97New |
$10K - $14.2K
|
97
$14.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
91+ 29.84% |
$9.41K - $13.3K
|
396
$59.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
89+ 3.68% |
$9.2K - $13K
|
2.51K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
88+ 1.89% |
$9.1K - $12.9K
|
4.74K
$715K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86+ 1.6% |
$8.89K - $12.6K
|
5.46K
$823K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
86+ 0.9% |
$8.89K - $12.6K
|
9.6K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
83+ 1.51% |
$8.58K - $12.2K
|
5.56K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
83New |
$8.58K - $12.2K
|
83
$12.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
81+ 2.44% |
$8.37K - $11.9K
|
3.4K
$513K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
80+ 16.56% |
$8.27K - $11.7K
|
563
$84.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
80+ 0.55% |
$8.27K - $11.7K
|
14.7K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
77+ 1.51% |
$7.96K - $11.3K
|
5.19K
$782K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
76+ 1.87% |
$7.86K - $11.1K
|
4.14K
$624K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75New |
$7.75K - $11K
|
75
$11.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
73New |
$7.55K - $10.7K
|
73
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
70+ 2.51% |
$7.24K - $10.3K
|
2.85K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
70+ 2.08% |
$7.24K - $10.3K
|
3.44K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69New |
$7.13K - $10.1K
|
69
$10.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
61+ 2.75% |
$6.31K - $8.94K
|
2.28K
$344K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
57New |
$5.89K - $8.36K
|
57
$8.59K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
53New |
$5.48K - $7.77K
|
53
$7.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
53+ 1.69% |
$5.48K - $7.77K
|
3.19K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
53+ 0.07% |
$5.48K - $7.77K
|
71K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
52+ 0.11% |
$5.38K - $7.62K
|
47.2K
$7.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
50+ 1.19% |
$5.17K - $7.33K
|
4.25K
$641K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 1.85% |
$4.86K - $6.89K
|
2.59K
$390K
|