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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
58New |
$9.7K - $10.7K
|
58
$9.06K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
58New |
$9.7K - $10.7K
|
58
$9.06K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 3.56% |
$9.7K - $10.7K
|
1.69K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
57+ 37.5% |
$9.53K - $10.5K
|
209
$32.6K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
56+ 1.22% |
$9.36K - $10.3K
|
4.63K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
55+ 0.56% |
$9.2K - $10.1K
|
9.9K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 0.8% |
$9.2K - $10.1K
|
6.95K
$1.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
52+ 3.16% |
$8.7K - $9.56K
|
1.7K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
52New |
$8.7K - $9.56K
|
52
$8.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
52New |
$8.7K - $9.56K
|
52
$8.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
51+ 175.86% |
$8.53K - $9.38K
|
80
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
50+ 3.71% |
$8.36K - $9.19K
|
1.4K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48New |
$8.03K - $8.82K
|
48
$7.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
48+ 2.33% |
$8.03K - $8.82K
|
2.11K
$330K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
48New |
$8.03K - $8.82K
|
48
$7.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 64.29% |
$7.53K - $8.27K
|
115
$18K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
45+ 1.81% |
$7.53K - $8.27K
|
2.53K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
44+ 2.98% |
$7.36K - $8.09K
|
1.52K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 0.15% |
$7.19K - $7.91K
|
28.4K
$4.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2150.0% |
$7.19K - $7.91K
|
45
$7.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
42+ 4.87% |
$7.02K - $7.72K
|
904
$141K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41+ 2.08% |
$6.86K - $7.54K
|
2.01K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
40+ 1.36% |
$6.69K - $7.35K
|
2.99K
$467K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
40+ 0.35% |
$6.69K - $7.35K
|
11.6K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
40+ 1.54% |
$6.69K - $7.35K
|
2.64K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
38+ 2.53% |
$6.35K - $6.99K
|
1.54K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
35New |
$5.85K - $6.43K
|
35
$5.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 1.6% |
$5.85K - $6.43K
|
2.23K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
34+ 0.93% |
$5.69K - $6.25K
|
3.69K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
33+ 0.98% |
$5.52K - $6.07K
|
3.4K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 45.21% |
$5.52K - $6.07K
|
106
$16.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
32New |
$5.35K - $5.88K
|
32
$5K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
32+ 0.73% |
$5.35K - $5.88K
|
4.41K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
30New |
$5.02K - $5.52K
|
30
$4.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30+ 1.94% |
$5.02K - $5.52K
|
1.58K
$246K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29+ 0.6% |
$4.85K - $5.33K
|
4.85K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
28+ 0.81% |
$4.68K - $5.15K
|
3.48K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26New |
$4.35K - $4.78K
|
26
$4.06K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 0.53% |
$4.35K - $4.78K
|
4.91K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.62% |
$4.35K - $4.78K
|
4.22K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 81.25% |
$4.35K - $4.78K
|
58
$9.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.26% |
$4.18K - $4.6K
|
9.74K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
25+ 2.1% |
$4.18K - $4.6K
|
1.22K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25+ 17.86% |
$4.18K - $4.6K
|
165
$25.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$4.18K - $4.6K
|
3.02K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
24+ 0.3% |
$4.01K - $4.41K
|
8.16K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
24+ 1.14% |
$4.01K - $4.41K
|
2.12K
$331K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
24+ 0.3% |
$4.01K - $4.41K
|
8.16K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
24New |
$4.01K - $4.41K
|
24
$3.75K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23New |
$3.85K - $4.23K
|
23
$3.59K
|