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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
51+ 100.0% |
$8.16K - $9.57K
|
102
$18.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 0.4% |
$2.08K - $2.44K
|
3.25K
$593K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
800+ 8.81% |
$128K - $150K
|
9.88K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-26- 2.87% |
$4.16K - $4.88K
|
880
$161K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
494+ 9.0% |
$79K - $92.7K
|
5.98K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.1K- 9.49% |
$5.29M - $6.2M
|
315K
$57.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.38K- 23.72% |
$221K - $259K
|
4.44K
$812K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-4.08K- 46.87% |
$653K - $766K
|
4.63K
$846K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-19- 0.3% |
$3.04K - $3.57K
|
6.31K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-844- 23.17% |
$135K - $158K
|
2.8K
$511K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-107- 1.89% |
$17.1K - $20.1K
|
5.55K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
900+ 2.28% |
$144K - $169K
|
40.3K
$7.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
19+ 0.88% |
$3.04K - $3.57K
|
2.18K
$399K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-29- 0.77% |
$4.64K - $5.44K
|
3.75K
$685K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.6K- 26.07% |
$5.21M - $6.11M
|
92.3K
$16.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-195- 2.32% |
$31.2K - $36.6K
|
8.22K
$1.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.97K+ 15.52% |
$1.43M - $1.68M
|
66.7K
$12.2M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.1K- 2.89% |
$976K - $1.14M
|
205K
$37.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-44- 0.96% |
$7.04K - $8.26K
|
4.53K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
112+ 1.11% |
$17.9K - $21K
|
10.2K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-38- 0.6% |
$6.08K - $7.13K
|
6.25K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 6.5% |
$5.12K - $6.01K
|
524
$95.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
51+ 1.85% |
$8.16K - $9.57K
|
2.81K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-404- 3.47% |
$64.6K - $75.8K
|
11.2K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-70- 0.96% |
$11.2K - $13.1K
|
7.19K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
26+ 2.25% |
$4.16K - $4.88K
|
1.18K
$215K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-410- 23.28% |
$65.6K - $76.9K
|
1.35K
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
83+ 3.67% |
$13.3K - $15.6K
|
2.34K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
16+ 800.0% |
$2.56K - $3K
|
18
$3.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
123+ 4.77% |
$19.7K - $23.1K
|
2.7K
$493K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.6K- 98.64% |
$256K - $300K
|
22
$4.02K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-4- 5.41% |
$640 - $751
|
70
$12.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
318+ 1.6% |
$50.9K - $59.7K
|
20.1K
$3.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
30.2K+ 263.35% |
$4.83M - $5.67M
|
41.7K
$7.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-110- 41.83% |
$17.6K - $20.6K
|
153
$28K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
13New |
$2.08K - $2.44K
|
13
$2.38K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.67K+ 76.53% |
$427K - $501K
|
6.15K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48New |
$7.68K - $9.01K
|
48
$8.77K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-2.48K- 5.6% |
$396K - $465K
|
41.8K
$7.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
507+ 0.98% |
$81.1K - $95.1K
|
52.1K
$9.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-34- 0.04% |
$5.44K - $6.38K
|
95.3K
$17.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-721- 22.92% |
$115K - $135K
|
2.43K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.28K- 36.09% |
$205K - $241K
|
2.27K
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
66+ 3.13% |
$10.6K - $12.4K
|
2.18K
$397K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 1.22% |
$3.2K - $3.75K
|
1.66K
$303K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
24+ 48.98% |
$3.84K - $4.5K
|
73
$13.3K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
33.8K+ 3.23% |
$5.4M - $6.34M
|
1.08M
$197M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$1.44K - $1.69K
|
9
$1.64K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
688+ 0.86% |
$110K - $129K
|
80.9K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-52.6K- 13.91% |
$8.41M - $9.87M
|
326K
$59.5M
|
|