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
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-156- 69.33% |
$26.1K - $28.7K
|
69
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-159- 3.49% |
$26.6K - $29.2K
|
4.4K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-162- 9.32% |
$27.1K - $29.8K
|
1.58K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-169- 1.47% |
$28.3K - $31.1K
|
11.3K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-172- 5.13% |
$28.8K - $31.6K
|
3.18K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-174- 29.44% |
$29.1K - $32K
|
417
$67.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-175- 8.54% |
$29.3K - $32.2K
|
1.88K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-177- 6.56% |
$29.6K - $32.5K
|
2.52K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-178- 2.68% |
$29.8K - $32.7K
|
6.46K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-180- 1.04% |
$30.1K - $33.1K
|
17.1K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-185- 9.41% |
$30.9K - $34K
|
1.78K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-186- 25.03% |
$31.1K - $34.2K
|
557
$90.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-190- 8.31% |
$31.8K - $34.9K
|
2.1K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-193- 4.57% |
$32.3K - $35.5K
|
4.03K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-194- 14.07% |
$32.4K - $35.7K
|
1.19K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 3.0% |
$32.6K - $35.8K
|
6.31K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-199- 3.86% |
$33.3K - $36.6K
|
4.95K
$806K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-200- 9.91% |
$33.4K - $36.8K
|
1.82K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-200- 14.03% |
$33.4K - $36.8K
|
1.23K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 3.51% |
$33.4K - $36.8K
|
5.5K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 6.71% |
$33.4K - $36.8K
|
2.78K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-201- 0.65% |
$33.6K - $37K
|
30.5K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-205- 0.51% |
$34.3K - $37.7K
|
40.3K
$6.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-210- 12.9% |
$35.1K - $38.6K
|
1.42K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-210- 1.4% |
$35.1K - $38.6K
|
14.7K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-212- 3.97% |
$35.5K - $39K
|
5.12K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-216- 8.59% |
$36.1K - $39.7K
|
2.3K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-221- 0.65% |
$37K - $40.6K
|
33.9K
$5.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-222- 32.89% |
$37.1K - $40.8K
|
453
$73.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-223- 3.68% |
$37.3K - $41K
|
5.84K
$950K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-224- 2.55% |
$37.5K - $41.2K
|
8.55K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-227- 0.66% |
$38K - $41.7K
|
34.3K
$5.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-245- 8.81% |
$41K - $45K
|
2.54K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-246- 4.55% |
$41.1K - $45.2K
|
5.17K
$841K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-248- 80.26% |
$41.5K - $45.6K
|
61
$9.93K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-250- 1.78% |
$41.8K - $46K
|
13.8K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-250- 2.52% |
$41.8K - $46K
|
9.68K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 50.0% |
$41.8K - $46K
|
250
$40.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-258- 13.44% |
$43.1K - $47.4K
|
1.66K
$270K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-259- 0.92% |
$43.3K - $47.6K
|
28K
$4.55M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-259- 0.92% |
$43.3K - $47.6K
|
28K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-268- 1.37% |
$44.8K - $49.3K
|
19.3K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-278- 1.07% |
$46.5K - $51.1K
|
25.6K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-282- 12.71% |
$47.2K - $51.8K
|
1.94K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-285- 91.94% |
$47.7K - $52.4K
|
25
$4.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-287- 0.9% |
$48K - $52.8K
|
31.7K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-291- 1.36% |
$48.7K - $53.5K
|
21.1K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-296- 3.79% |
$49.5K - $54.4K
|
7.51K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-297- 2.09% |
$49.7K - $54.6K
|
13.9K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-297- 1.54% |
$49.7K - $54.6K
|
19K
$3.09M
|