Purchases and Sales Made in Q4 2024 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q4 2024. 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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69+ 2.36% |
$11.5K - $12.7K
|
2.99K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
67+ 0.44% |
$11.2K - $12.3K
|
15.1K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 2.84% |
$11K - $12.1K
|
2.39K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
65+ 4.32% |
$10.9K - $11.9K
|
1.57K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
62+ 1.0% |
$10.4K - $11.4K
|
6.24K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
60+ 1.8% |
$10K - $11K
|
3.4K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
59+ 9.9% |
$9.87K - $10.8K
|
655
$107K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
59+ 0.06% |
$9.87K - $10.8K
|
93.5K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
59+ 14.11% |
$9.87K - $10.8K
|
477
$77.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
58New |
$9.7K - $10.7K
|
58
$9.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 3.56% |
$9.7K - $10.7K
|
1.69K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
58New |
$9.7K - $10.7K
|
58
$9.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
57+ 37.5% |
$9.53K - $10.5K
|
209
$34K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
56+ 1.22% |
$9.36K - $10.3K
|
4.63K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 0.8% |
$9.2K - $10.1K
|
6.95K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
55+ 0.56% |
$9.2K - $10.1K
|
9.9K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
52New |
$8.7K - $9.56K
|
52
$8.46K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
52New |
$8.7K - $9.56K
|
52
$8.46K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
52+ 3.16% |
$8.7K - $9.56K
|
1.7K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
51+ 175.86% |
$8.53K - $9.38K
|
80
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
50+ 3.71% |
$8.36K - $9.19K
|
1.4K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
48+ 2.33% |
$8.03K - $8.82K
|
2.11K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48New |
$8.03K - $8.82K
|
48
$7.81K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
48New |
$8.03K - $8.82K
|
48
$7.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 64.29% |
$7.53K - $8.27K
|
115
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
45+ 1.81% |
$7.53K - $8.27K
|
2.53K
$412K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
45+ 1.18% |
$7.53K - $8.27K
|
3.85K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
44+ 2.98% |
$7.36K - $8.09K
|
1.52K
$248K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2150.0% |
$7.19K - $7.91K
|
45
$7.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 0.15% |
$7.19K - $7.91K
|
28.4K
$4.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
42+ 4.87% |
$7.02K - $7.72K
|
904
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41+ 2.08% |
$6.86K - $7.54K
|
2.01K
$327K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
40+ 0.35% |
$6.69K - $7.35K
|
11.6K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
40+ 1.36% |
$6.69K - $7.35K
|
2.99K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
40+ 1.54% |
$6.69K - $7.35K
|
2.64K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
38+ 2.53% |
$6.35K - $6.99K
|
1.54K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 1.6% |
$5.85K - $6.43K
|
2.23K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
35New |
$5.85K - $6.43K
|
35
$5.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34+ 0.93% |
$5.69K - $6.25K
|
3.69K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 45.21% |
$5.52K - $6.07K
|
106
$17.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
33+ 0.98% |
$5.52K - $6.07K
|
3.4K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
32New |
$5.35K - $5.88K
|
32
$5.21K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
32+ 0.73% |
$5.35K - $5.88K
|
4.41K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30+ 1.94% |
$5.02K - $5.52K
|
1.58K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
30New |
$5.02K - $5.52K
|
30
$4.88K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29+ 0.6% |
$4.85K - $5.33K
|
4.85K
$790K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
28+ 0.81% |
$4.68K - $5.15K
|
3.48K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 0.53% |
$4.35K - $4.78K
|
4.91K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26New |
$4.35K - $4.78K
|
26
$4.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.62% |
$4.35K - $4.78K
|
4.22K
$687K
|