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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-25- 0.73% |
$4.18K - $4.6K
|
3.42K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 30.37% |
$226K - $249K
|
5.81K
$942K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.1K+ 4.71% |
$7.04M - $7.73M
|
935K
$152M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-26- 2.08% |
$4.35K - $4.78K
|
1.22K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.39% |
$167 - $184
|
73
$11.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107+ 5.57% |
$17.9K - $19.7K
|
2.03K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 11.41% |
$249K - $273K
|
14.5K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-74- 3.87% |
$12.4K - $13.6K
|
1.84K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
396+ 1.72% |
$66.2K - $72.8K
|
23.4K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-245- 8.81% |
$41K - $45K
|
2.54K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
160New |
$26.8K - $29.4K
|
160
$25.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
52New |
$8.7K - $9.56K
|
52
$8.43K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-318- 20.5% |
$53.2K - $58.5K
|
1.23K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
B&I Capital Ag
|
SELL
|
- |
-14.8K- 14.05% |
$2.48M - $2.73M
|
90.7K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-10- 0.01% |
$1.67K - $1.84K
|
70.4K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 1.6% |
$5.85K - $6.43K
|
2.23K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
157+ 8.64% |
$26.3K - $28.9K
|
1.97K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-144- 9.22% |
$24.1K - $26.5K
|
1.42K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.39K- 3.22% |
$232K - $255K
|
41.7K
$6.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
163+ 7.22% |
$27.3K - $30K
|
2.42K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-782- 5.91% |
$131K - $144K
|
12.4K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-124- 3.16% |
$20.7K - $22.8K
|
3.81K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
64.4K+ 1.8% |
$10.8M - $11.8M
|
3.64M
$590M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
270+ 7.15% |
$45.2K - $49.6K
|
4.05K
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
5.4K+ 5.45% |
$903K - $993K
|
105K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-14.5K- 6.36% |
$2.42M - $2.66M
|
213K
$34.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.4KNew |
$234K - $257K
|
1.4K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
220+ 3.61% |
$36.8K - $40.4K
|
6.31K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23New |
$3.85K - $4.23K
|
23
$3.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-224- 2.55% |
$37.5K - $41.2K
|
8.55K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
819+ 1.44% |
$137K - $151K
|
57.8K
$9.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.86K- 7.18% |
$311K - $342K
|
24.1K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-101K- 5.99% |
$16.9M - $18.6M
|
1.58M
$257M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
59+ 0.06% |
$9.87K - $10.8K
|
93.5K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-4.98K- 41.34% |
$832K - $915K
|
7.06K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-539K- 99.42% |
$90.2M - $99.1M
|
3.15K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16+ 16.33% |
$2.68K - $2.94K
|
114
$18.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 12.9% |
$1.34K - $1.47K
|
54
$8.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-673- 11.56% |
$113K - $124K
|
5.15K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
455KNew |
$76.1M - $83.7M
|
455K
$73.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70+ 1.42% |
$11.7K - $12.9K
|
5.02K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 0.8% |
$9.2K - $10.1K
|
6.95K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 0.69% |
$2.68K - $2.94K
|
2.34K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-20- 0.93% |
$3.34K - $3.68K
|
2.12K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.57K- 1.05% |
$262K - $288K
|
147K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.85KNew |
$309K - $339K
|
1.85K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-26K- 46.65% |
$4.36M - $4.79M
|
29.8K
$4.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.3K+ 143.61% |
$385K - $423K
|
3.91K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
7.75KNew |
$1.3M - $1.42M
|
7.75K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-278- 1.07% |
$46.5K - $51.1K
|
25.6K
$4.15M
|