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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
279+ 1.22% |
$46.7K - $51.3K
|
23.2K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
270+ 7.15% |
$45.2K - $49.6K
|
4.05K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
264New |
$44.1K - $48.5K
|
264
$43K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
263New |
$44K - $48.3K
|
263
$42.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
247+ 9.33% |
$41.3K - $45.4K
|
2.9K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
242+ 9.8% |
$40.5K - $44.5K
|
2.71K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
242New |
$40.5K - $44.5K
|
242
$39.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
242+ 0.56% |
$40.5K - $44.5K
|
43.3K
$7.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
237New |
$39.6K - $43.6K
|
237
$38.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
229+ 6.88% |
$38.3K - $42.1K
|
3.56K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
224+ 8.7% |
$37.5K - $41.2K
|
2.8K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
223+ 16.28% |
$37.3K - $41K
|
1.59K
$259K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
223+ 2.58% |
$37.3K - $41K
|
8.88K
$1.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
221+ 0.65% |
$37K - $40.6K
|
34.1K
$5.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
220+ 3.61% |
$36.8K - $40.4K
|
6.31K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
218+ 0.14% |
$36.5K - $40.1K
|
154K
$25M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
216+ 3.32% |
$36.1K - $39.7K
|
6.73K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
214+ 15.13% |
$35.8K - $39.3K
|
1.63K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
213+ 3.66% |
$35.6K - $39.2K
|
6.03K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 8.44% |
$35.5K - $39K
|
2.72K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210+ 9.96% |
$35.1K - $38.6K
|
2.32K
$377K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
208New |
$34.8K - $38.2K
|
208
$33.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
207+ 2.65% |
$34.6K - $38.1K
|
8.03K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
205+ 6.31% |
$34.3K - $37.7K
|
3.45K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
205+ 29.24% |
$34.3K - $37.7K
|
906
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
204+ 3.34% |
$34.1K - $37.5K
|
6.32K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
203+ 2.09% |
$33.9K - $37.3K
|
9.94K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
201+ 14.15% |
$33.6K - $37K
|
1.62K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
199New |
$33.3K - $36.6K
|
199
$32.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
199+ 1.45% |
$33.3K - $36.6K
|
13.9K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
196+ 0.0% |
$32.8K - $36K
|
4.53M
$738M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
191+ 11.24% |
$31.9K - $35.1K
|
1.89K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
185+ 10.31% |
$30.9K - $34K
|
1.98K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
184+ 0.46% |
$30.8K - $33.8K
|
40.1K
$6.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
182+ 0.88% |
$30.4K - $33.5K
|
20.9K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
178New |
$29.8K - $32.7K
|
178
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
176+ 5.0% |
$29.4K - $32.4K
|
3.7K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
173New |
$28.9K - $31.8K
|
173
$28.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
173+ 5.93% |
$28.9K - $31.8K
|
3.09K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
166+ 4.18% |
$27.8K - $30.5K
|
4.14K
$674K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
165+ 6.25% |
$27.6K - $30.3K
|
2.8K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
163+ 7.22% |
$27.3K - $30K
|
2.42K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
161+ 0.39% |
$26.9K - $29.6K
|
41.6K
$6.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
160+ 11.36% |
$26.8K - $29.4K
|
1.57K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
160New |
$26.8K - $29.4K
|
160
$26K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
160+ 11.15% |
$26.8K - $29.4K
|
1.6K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 4.45% |
$26.6K - $29.2K
|
3.74K
$608K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
158+ 22.1% |
$26.4K - $29K
|
873
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
157+ 45.51% |
$26.3K - $28.9K
|
502
$81.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
157+ 8.64% |
$26.3K - $28.9K
|
1.97K
$321K
|