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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-194- 14.07% |
$32.4K - $35.7K
|
1.19K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.47KNew |
$579K - $637K
|
3.47K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8+ 0.34% |
$1.34K - $1.47K
|
2.35K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.83K+ 823.0% |
$808K - $888K
|
5.42K
$900K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
87+ 6.01% |
$14.5K - $16K
|
1.53K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
203+ 2.09% |
$33.9K - $37.3K
|
9.94K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1- 0.09% |
$167 - $184
|
1.16K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
984+ 15.62% |
$165K - $181K
|
7.29K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7- 0.41% |
$1.17K - $1.29K
|
1.68K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10New |
$1.67K - $1.84K
|
10
$1.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
535+ 30.04% |
$89.5K - $98.4K
|
2.32K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-250- 50.0% |
$41.8K - $46K
|
250
$41.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
118+ 5.94% |
$19.7K - $21.7K
|
2.1K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
93+ 4.34% |
$15.6K - $17.1K
|
2.24K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-108- 3.59% |
$18.1K - $19.9K
|
2.9K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
80+ 2.78% |
$13.4K - $14.7K
|
2.96K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
58New |
$9.7K - $10.7K
|
58
$9.63K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30+ 1.94% |
$5.02K - $5.52K
|
1.58K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-500- 13.89% |
$83.6K - $91.9K
|
3.1K
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-55- 3.12% |
$9.2K - $10.1K
|
1.71K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
59.6K+ 17.06% |
$9.96M - $11M
|
409K
$67.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 3.56% |
$9.7K - $10.7K
|
1.69K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5+ 0.2% |
$836 - $919
|
2.52K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-104- 3.01% |
$17.4K - $19.1K
|
3.36K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 12.89% |
$50.2K - $55.2K
|
2.63K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.27KNew |
$213K - $234K
|
1.27K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.69KNew |
$282K - $310K
|
1.69K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-159- 3.49% |
$26.6K - $29.2K
|
4.4K
$731K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-18.1K- 15.31% |
$3.03M - $3.33M
|
100K
$16.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.35KNew |
$392K - $431K
|
2.35K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
129KNew |
$21.6M - $23.7M
|
129K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 2.91% |
$12.5K - $13.8K
|
2.51K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-371- 20.21% |
$62K - $68.2K
|
1.47K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
6.91KNew |
$1.16M - $1.27M
|
6.91K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-500- 12.39% |
$83.6K - $91.9K
|
3.54K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
242New |
$40.5K - $44.5K
|
242
$40.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-9.93K- 25.77% |
$1.66M - $1.83M
|
28.6K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$1K - $1.1K
|
6
$997
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.07K- 10.57% |
$847K - $931K
|
42.9K
$7.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-10- 0.23% |
$1.67K - $1.84K
|
4.29K
$713K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-483- 14.97% |
$80.8K - $88.8K
|
2.74K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7New |
$1.17K - $1.29K
|
7
$1.16K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.38K+ 8.78% |
$230K - $253K
|
17K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
426+ 7.52% |
$71.2K - $78.3K
|
6.09K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-586- 1.32% |
$98K - $108K
|
43.8K
$7.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-3.41K- 6.95% |
$570K - $626K
|
45.6K
$7.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-39- 0.35% |
$6.52K - $7.17K
|
11K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 14.29% |
$334 - $368
|
16
$2.66K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
992+ 10.73% |
$166K - $182K
|
10.2K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5- 0.14% |
$836 - $919
|
3.67K
$610K
|