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 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-34- 4.56% |
$5.69K - $6.25K
|
712
$132K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-35- 3.11% |
$5.85K - $6.43K
|
1.09K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-38- 26.21% |
$6.35K - $6.99K
|
107
$19.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-39- 0.35% |
$6.52K - $7.17K
|
11K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-40- 0.36% |
$6.69K - $7.35K
|
11.2K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-40- 0.54% |
$6.69K - $7.35K
|
7.43K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.59% |
$6.86K - $7.54K
|
2.53K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-44- 0.69% |
$7.36K - $8.09K
|
6.32K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 2.3% |
$7.53K - $8.27K
|
1.91K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-46- 3.05% |
$7.69K - $8.46K
|
1.46K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-47- 1.13% |
$7.86K - $8.64K
|
4.11K
$764K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-47- 2.81% |
$7.86K - $8.64K
|
1.62K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-48- 0.63% |
$8.03K - $8.82K
|
7.6K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-50- 3.91% |
$8.36K - $9.19K
|
1.23K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 2.27% |
$8.36K - $9.19K
|
2.15K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-51- 1.02% |
$8.53K - $9.38K
|
4.96K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-53- 2.14% |
$8.86K - $9.74K
|
2.42K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 30.11% |
$8.86K - $9.74K
|
123
$22.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-55- 3.12% |
$9.2K - $10.1K
|
1.71K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-55- 1.2% |
$9.2K - $10.1K
|
4.53K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-59- 1.91% |
$9.87K - $10.8K
|
3.04K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-60- 1.23% |
$10K - $11K
|
4.84K
$900K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-60- 50.0% |
$10K - $11K
|
60
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-61- 61.0% |
$10.2K - $11.2K
|
39
$7.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-64- 0.21% |
$10.7K - $11.8K
|
30.8K
$5.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-65- 1.3% |
$10.9K - $11.9K
|
4.92K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-69- 0.34% |
$11.5K - $12.7K
|
20.5K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-69- 3.79% |
$11.5K - $12.7K
|
1.75K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69- 4.49% |
$11.5K - $12.7K
|
1.47K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-70- 1.88% |
$11.7K - $12.9K
|
3.66K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-74- 1.26% |
$12.4K - $13.6K
|
5.78K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-74- 3.87% |
$12.4K - $13.6K
|
1.84K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 2.91% |
$12.5K - $13.8K
|
2.51K
$466K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-75- 4.84% |
$12.5K - $13.8K
|
1.48K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-78- 4.07% |
$13K - $14.3K
|
1.84K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-78- 5.9% |
$13K - $14.3K
|
1.25K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-84- 6.27% |
$14K - $15.4K
|
1.26K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-85- 1.65% |
$14.2K - $15.6K
|
5.06K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-89- 0.65% |
$14.9K - $16.4K
|
13.7K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-99- 3.82% |
$16.6K - $18.2K
|
2.49K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-100- 4.71% |
$16.7K - $18.4K
|
2.03K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-100- 1.64% |
$16.7K - $18.4K
|
6K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-102- 6.28% |
$17.1K - $18.8K
|
1.52K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-104- 3.01% |
$17.4K - $19.1K
|
3.36K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-106- 1.1% |
$17.7K - $19.5K
|
9.49K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-108- 3.59% |
$18.1K - $19.9K
|
2.9K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-111- 4.16% |
$18.6K - $20.4K
|
2.56K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-116- 3.51% |
$19.4K - $21.3K
|
3.19K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-124- 3.16% |
$20.7K - $22.8K
|
3.81K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-124- 3.99% |
$20.7K - $22.8K
|
2.99K
$556K
|