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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.59K+ 37.02% |
$254K - $298K
|
5.87K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
900+ 66.57% |
$144K - $169K
|
2.25K
$412K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-15- 2.55% |
$2.4K - $2.82K
|
573
$105K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
16+ 45.71% |
$2.56K - $3K
|
51
$9.32K
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
50+ 1.29% |
$8K - $9.38K
|
3.92K
$716K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
25K+ 25.0% |
$4M - $4.69M
|
125K
$22.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
334New |
$53.4K - $62.7K
|
334
$61K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-15- 0.9% |
$2.4K - $2.82K
|
1.65K
$301K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-63- 0.46% |
$10.1K - $11.8K
|
13.6K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
4.42KNew |
$707K - $829K
|
4.42K
$807K
|
|
|
Oct 29, 2025
Q3 2025
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
5.58K+ 4.53% |
$892K - $1.05M
|
129K
$23.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
469+ 16.08% |
$75K - $88K
|
3.39K
$619K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
715+ 42.58% |
$114K - $134K
|
2.39K
$437K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-236- 12.02% |
$37.7K - $44.3K
|
1.73K
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
9+ 45.0% |
$1.44K - $1.69K
|
29
$5.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-148- 2.54% |
$23.7K - $27.8K
|
5.67K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
102+ 7.4% |
$16.3K - $19.1K
|
1.48K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-230- 0.53% |
$36.8K - $43.2K
|
42.9K
$7.84M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
140+ 7.58% |
$22.4K - $26.3K
|
1.99K
$363K
|
|
|
Oct 28, 2025
Q3 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
584+ 0.33% |
$93.4K - $110K
|
177K
$32.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
88+ 50.57% |
$14.1K - $16.5K
|
262
$47.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
237+ 8.8% |
$37.9K - $44.5K
|
2.93K
$535K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-40- 2.27% |
$6.4K - $7.51K
|
1.72K
$314K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.5K+ 3.45% |
$240K - $282K
|
45K
$8.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15- 0.3% |
$2.4K - $2.82K
|
4.97K
$909K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-97.7K- 46.07% |
$15.6M - $18.3M
|
114K
$20.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-806- 7.02% |
$129K - $151K
|
10.7K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.7KNew |
$1.23M - $1.45M
|
7.7K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
578+ 3.67% |
$92.4K - $108K
|
16.3K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
26K+ 1.73% |
$4.16M - $4.88M
|
1.53M
$279M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
24+ 0.22% |
$3.84K - $4.5K
|
10.8K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-31- 1.29% |
$4.96K - $5.82K
|
2.37K
$434K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-462- 0.64% |
$73.9K - $86.7K
|
71.7K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.4K- 2.58% |
$543K - $638K
|
128K
$23.5M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.12KNew |
$179K - $211K
|
1.12K
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
731New |
$117K - $137K
|
731
$134K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.11K- 2.33% |
$177K - $208K
|
46.3K
$8.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26- 0.9% |
$4.16K - $4.88K
|
2.86K
$523K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 26.48% |
$1.86M - $2.18M
|
32.2K
$5.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-806- 21.23% |
$129K - $151K
|
2.99K
$546K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-658- 17.35% |
$105K - $123K
|
3.13K
$573K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
18New |
$2.88K - $3.38K
|
18
$3.29K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-134- 4.46% |
$21.4K - $25.1K
|
2.87K
$524K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.74% |
$3.04K - $3.57K
|
2.59K
$473K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.91K+ 14.89% |
$1.42M - $1.67M
|
68.8K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$160 - $188
|
2.75K
$502K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.27K+ 8.38% |
$1.48M - $1.74M
|
120K
$21.9M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
76+ 2.85% |
$12.2K - $14.3K
|
2.74K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.31KNew |
$210K - $246K
|
1.31K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.72K- 1.29% |
$435K - $511K
|
209K
$38.2M
|
|