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 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.52K- 2.04% |
$757K - $832K
|
217K
$35.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.68K+ 4.29% |
$1.28M - $1.41M
|
187K
$30.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.49% |
$1K - $1.1K
|
1.23K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 1.97% |
$502 - $552
|
155
$25.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
4.72KNew |
$790K - $868K
|
4.72K
$765K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
33+ 0.98% |
$5.52K - $6.07K
|
3.4K
$551K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
874+ 41.54% |
$146K - $161K
|
2.98K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-999- 2.65% |
$167K - $184K
|
36.7K
$5.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$616K - $677K
|
3.68K
$597K
|
|
|
Feb 05, 2025
Q4 2024
|
Bruni J V & CO
|
SELL
|
- |
-59.5K- 65.79% |
$9.95M - $10.9M
|
31K
$5.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.08% |
$167 - $184
|
1.2K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Aew Capital Management L P
|
SELL
|
- |
-38.8K- 14.34% |
$6.49M - $7.13M
|
232K
$37.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.89K+ 8.67% |
$650K - $714K
|
48.7K
$7.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
128+ 328.21% |
$21.4K - $23.5K
|
167
$27.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
87New |
$14.5K - $16K
|
87
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.68K+ 2.9% |
$281K - $309K
|
59.8K
$9.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
242+ 0.56% |
$40.5K - $44.5K
|
43.3K
$7.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-102- 6.28% |
$17.1K - $18.8K
|
1.52K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
109New |
$18.2K - $20K
|
109
$17.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-185- 9.41% |
$30.9K - $34K
|
1.78K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6New |
$1K - $1.1K
|
6
$973
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2150.0% |
$7.19K - $7.91K
|
45
$7.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-27- 0.3% |
$4.52K - $4.96K
|
9K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
840+ 235.96% |
$140K - $154K
|
1.2K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 133.33% |
$1.34K - $1.47K
|
14
$2.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
759+ 37.17% |
$127K - $140K
|
2.8K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.35KNew |
$225K - $247K
|
1.35K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$334 - $368
|
2
$324
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
201+ 14.15% |
$33.6K - $37K
|
1.62K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.5K+ 353.97% |
$7.44M - $8.18M
|
57.1K
$9.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.94K+ 23.21% |
$658K - $724K
|
20.9K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.8K- 7.65% |
$970K - $1.07M
|
70K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.16KNew |
$194K - $214K
|
1.16K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
139+ 1.41% |
$23.2K - $25.6K
|
10K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
159+ 4.45% |
$26.6K - $29.2K
|
3.74K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
323+ 3.44% |
$54K - $59.4K
|
9.71K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.62% |
$3.68K - $4.04K
|
3.54K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-849- 4.38% |
$142K - $156K
|
18.5K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-200- 14.03% |
$33.4K - $36.8K
|
1.23K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-569- 5.11% |
$95.2K - $105K
|
10.6K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-153K- 12.16% |
$25.6M - $28.1M
|
1.11M
$179M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.47K- 2.35% |
$245K - $269K
|
60.8K
$9.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.6K+ 181.75% |
$2.11M - $2.31M
|
19.5K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.42% |
$18.4K - $20.2K
|
26.3K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
50+ 3.71% |
$8.36K - $9.19K
|
1.4K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
160+ 11.36% |
$26.8K - $29.4K
|
1.57K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.32K+ 15.85% |
$221K - $243K
|
9.65K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-227- 0.66% |
$38K - $41.7K
|
34.3K
$5.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-906- 5.09% |
$152K - $167K
|
16.9K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.2% |
$1.84K - $2.02K
|
5.56K
$902K
|