Latest Institutional Transactions on Simon Property Group Inc (SPG)
This table provides information on the latest institutional transactions involving Simon Property Group Inc (SPG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-170- 7.69% |
$27.1K - $31.9K
|
2.04K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 13.54% |
$63.8K - $75.1K
|
2.55K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
55.9K+ 782.11% |
$8.92M - $10.5M
|
63.1K
$9.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
903+ 4.79% |
$144K - $170K
|
19.8K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-3.33K- 13.54% |
$530K - $624K
|
21.2K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-10.9K- 5.6% |
$1.74M - $2.05M
|
184K
$27.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-16- 0.21% |
$2.55K - $3K
|
7.59K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.31% |
$638 - $751
|
310
$46.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-10- 0.74% |
$1.59K - $1.88K
|
1.34K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 1.28% |
$4.47K - $5.26K
|
2.22K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.32KNew |
$688K - $811K
|
4.32K
$647K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
757+ 15.96% |
$121K - $142K
|
5.5K
$824K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
6+ 0.55% |
$957 - $1.13K
|
1.1K
$164K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.44K- 3.28% |
$229K - $269K
|
42.4K
$6.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
504+ 24.14% |
$80.4K - $94.6K
|
2.59K
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$5.1K - $6.01K
|
32
$4.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.88K- 7.84% |
$300K - $354K
|
22.1K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-541- 0.26% |
$86.3K - $102K
|
204K
$30.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 1.49% |
$4.31K - $5.07K
|
1.79K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.36% |
$797 - $939
|
1.39K
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
245+ 3.64% |
$39.1K - $46K
|
6.97K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-413- 2.54% |
$65.9K - $77.6K
|
15.8K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 1.34% |
$5.1K - $6.01K
|
2.42K
$363K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66+ 2.19% |
$10.5K - $12.4K
|
3.09K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-1.98K- 1.58% |
$315K - $371K
|
123K
$18.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.29K+ 15.61% |
$1M - $1.18M
|
46.6K
$6.98M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 286.96% |
$10.5K - $12.4K
|
89
$13.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.32K+ 29.79% |
$211K - $248K
|
5.76K
$863K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.26KNew |
$202K - $237K
|
1.26K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
789+ 31.11% |
$126K - $148K
|
3.33K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.79% |
$3.19K - $3.76K
|
2.55K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-942- 1.87% |
$150K - $177K
|
49.4K
$7.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-32- 15.02% |
$5.1K - $6.01K
|
181
$27.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
83+ 0.7% |
$13.2K - $15.6K
|
11.9K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-871K- 99.4% |
$139M - $164M
|
5.28K
$791K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 4.08% |
$95.7K - $113K
|
14.1K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
57+ 2.52% |
$9.09K - $10.7K
|
2.32K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-60- 1.05% |
$9.57K - $11.3K
|
5.67K
$850K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
172+ 9.08% |
$27.4K - $32.3K
|
2.07K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 80.0% |
$1.28K - $1.5K
|
18
$2.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$478 - $563
|
3
$450
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-3.88K- 10.26% |
$618K - $728K
|
33.9K
$5.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.8K+ 21.63% |
$287K - $337K
|
10.1K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 2.27% |
$319 - $376
|
86
$12.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
55+ 0.25% |
$8.77K - $10.3K
|
22K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
545+ 23.53% |
$86.9K - $102K
|
2.86K
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
210+ 41.34% |
$33.5K - $39.4K
|
718
$108K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.4K- 10.2% |
$222K - $262K
|
12.3K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
165+ 3.21% |
$26.3K - $31K
|
5.31K
$796K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
110+ 7.69% |
$17.5K - $20.7K
|
1.54K
$231K
|