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 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
130New |
$21.7K - $23.9K
|
130
$19.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
128New |
$21.4K - $23.5K
|
128
$19.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
128+ 328.21% |
$21.4K - $23.5K
|
167
$25.2K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
126+ 0.27% |
$21.1K - $23.2K
|
46K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 19.94% |
$20.7K - $22.8K
|
746
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
121+ 9.93% |
$20.2K - $22.2K
|
1.34K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
119+ 0.67% |
$19.9K - $21.9K
|
18K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
118+ 5.94% |
$19.7K - $21.7K
|
2.1K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.42% |
$18.4K - $20.2K
|
26.3K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
109New |
$18.2K - $20K
|
109
$16.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
108+ 5.12% |
$18.1K - $19.9K
|
2.22K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107+ 5.57% |
$17.9K - $19.7K
|
2.03K
$306K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
103New |
$17.2K - $18.9K
|
103
$15.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
101+ 0.46% |
$16.9K - $18.6K
|
22K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
101New |
$16.9K - $18.6K
|
101
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$16.7K - $18.4K
|
100
$15.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$16.7K - $18.4K
|
100
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
100+ 6.06% |
$16.7K - $18.4K
|
1.75K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95+ 5.55% |
$15.9K - $17.5K
|
1.81K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
95+ 23.0% |
$15.9K - $17.5K
|
508
$76.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
93+ 4.34% |
$15.6K - $17.1K
|
2.24K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
90+ 6.66% |
$15.1K - $16.5K
|
1.44K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
90+ 1.1% |
$15.1K - $16.5K
|
8.31K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
87New |
$14.5K - $16K
|
87
$13.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
87+ 6.01% |
$14.5K - $16K
|
1.53K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
85+ 2.39% |
$14.2K - $15.6K
|
3.64K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$14K - $15.4K
|
84
$12.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
82+ 0.2% |
$13.7K - $15.1K
|
41.7K
$6.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
80+ 2.78% |
$13.4K - $14.7K
|
2.96K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
77+ 2.7% |
$12.9K - $14.2K
|
2.93K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
77New |
$12.9K - $14.2K
|
77
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
76+ 5.74% |
$12.7K - $14K
|
1.4K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
75+ 0.34% |
$12.5K - $13.8K
|
22K
$3.31M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
75New |
$12.5K - $13.8K
|
75
$11.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75New |
$12.5K - $13.8K
|
75
$11.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
74+ 2.5% |
$12.4K - $13.6K
|
3.04K
$457K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$12.2K - $13.4K
|
73
$11K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
73New |
$12.2K - $13.4K
|
73
$11K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71+ 0.57% |
$11.9K - $13.1K
|
12.4K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.3% |
$11.9K - $13.1K
|
5.54K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70+ 1.42% |
$11.7K - $12.9K
|
5.02K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69+ 2.36% |
$11.5K - $12.7K
|
2.99K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
67+ 0.44% |
$11.2K - $12.3K
|
15.1K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 2.84% |
$11K - $12.1K
|
2.39K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
65+ 4.32% |
$10.9K - $11.9K
|
1.57K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
62+ 1.0% |
$10.4K - $11.4K
|
6.24K
$940K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
60+ 1.8% |
$10K - $11K
|
3.4K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
59+ 0.06% |
$9.87K - $10.8K
|
93.5K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
59+ 14.11% |
$9.87K - $10.8K
|
477
$71.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
59+ 9.9% |
$9.87K - $10.8K
|
655
$98.7K
|