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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
223+ 2.58% |
$37.3K - $41K
|
8.88K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
223+ 16.28% |
$37.3K - $41K
|
1.59K
$263K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
221+ 0.65% |
$37K - $40.6K
|
34.1K
$5.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
220+ 3.61% |
$36.8K - $40.4K
|
6.31K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
218+ 0.14% |
$36.5K - $40.1K
|
154K
$25.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
216+ 3.32% |
$36.1K - $39.7K
|
6.73K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
214+ 15.13% |
$35.8K - $39.3K
|
1.63K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
213+ 3.66% |
$35.6K - $39.2K
|
6.03K
$994K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 8.44% |
$35.5K - $39K
|
2.72K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210+ 9.96% |
$35.1K - $38.6K
|
2.32K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
207+ 2.65% |
$34.6K - $38.1K
|
8.03K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
205+ 6.31% |
$34.3K - $37.7K
|
3.45K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
205+ 29.24% |
$34.3K - $37.7K
|
906
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
204+ 3.34% |
$34.1K - $37.5K
|
6.32K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
203+ 2.09% |
$33.9K - $37.3K
|
9.94K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
201+ 14.15% |
$33.6K - $37K
|
1.62K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
199+ 1.45% |
$33.3K - $36.6K
|
13.9K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
199New |
$33.3K - $36.6K
|
199
$32.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
196+ 0.0% |
$32.8K - $36K
|
4.53M
$747M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
191+ 11.24% |
$31.9K - $35.1K
|
1.89K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
185+ 10.31% |
$30.9K - $34K
|
1.98K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
184+ 0.46% |
$30.8K - $33.8K
|
40.1K
$6.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
182+ 0.88% |
$30.4K - $33.5K
|
20.9K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
178New |
$29.8K - $32.7K
|
178
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
176+ 5.0% |
$29.4K - $32.4K
|
3.7K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
173+ 5.93% |
$28.9K - $31.8K
|
3.09K
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
173New |
$28.9K - $31.8K
|
173
$28.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
166+ 4.18% |
$27.8K - $30.5K
|
4.14K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
165+ 6.25% |
$27.6K - $30.3K
|
2.8K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
163+ 7.22% |
$27.3K - $30K
|
2.42K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
161+ 0.39% |
$26.9K - $29.6K
|
41.6K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
160+ 11.36% |
$26.8K - $29.4K
|
1.57K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
160New |
$26.8K - $29.4K
|
160
$26.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
160+ 11.15% |
$26.8K - $29.4K
|
1.6K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 4.45% |
$26.6K - $29.2K
|
3.74K
$616K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
158+ 22.1% |
$26.4K - $29K
|
873
$144K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
157+ 8.64% |
$26.3K - $28.9K
|
1.97K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
157+ 45.51% |
$26.3K - $28.9K
|
502
$82.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
156+ 1.57% |
$26.1K - $28.7K
|
10.1K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
155+ 0.49% |
$25.9K - $28.5K
|
31.6K
$5.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
154+ 2.49% |
$25.8K - $28.3K
|
6.34K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
150+ 5.0% |
$25.1K - $27.6K
|
3.15K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145+ 1.14% |
$24.2K - $26.7K
|
12.9K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
140+ 0.35% |
$23.4K - $25.7K
|
40.3K
$6.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
139+ 1.41% |
$23.2K - $25.6K
|
10K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
135+ 7.0% |
$22.6K - $24.8K
|
2.06K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
130+ 10.28% |
$21.7K - $23.9K
|
1.4K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
130New |
$21.7K - $23.9K
|
130
$21.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
128+ 328.21% |
$21.4K - $23.5K
|
167
$27.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
128New |
$21.4K - $23.5K
|
128
$21.1K
|