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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 1.49% |
$4.31K - $5.07K
|
1.79K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5+ 0.36% |
$797 - $939
|
1.39K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
245+ 3.64% |
$39.1K - $46K
|
6.97K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-413- 2.54% |
$65.9K - $77.6K
|
15.8K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 1.34% |
$5.1K - $6.01K
|
2.42K
$364K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66+ 2.19% |
$10.5K - $12.4K
|
3.09K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Vert Asset Management LLC
Sausalito, CA |
SELL
|
- |
-1.98K- 1.58% |
$315K - $371K
|
123K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.29K+ 15.61% |
$1M - $1.18M
|
46.6K
$7.01M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66+ 286.96% |
$10.5K - $12.4K
|
89
$13.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.32K+ 29.79% |
$211K - $248K
|
5.76K
$866K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.26KNew |
$202K - $237K
|
1.26K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
789+ 31.11% |
$126K - $148K
|
3.33K
$500K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.79% |
$3.19K - $3.76K
|
2.55K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-942- 1.87% |
$150K - $177K
|
49.4K
$7.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-32- 15.02% |
$5.1K - $6.01K
|
181
$27.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
83+ 0.7% |
$13.2K - $15.6K
|
11.9K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-871K- 99.4% |
$139M - $164M
|
5.28K
$794K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 4.08% |
$95.7K - $113K
|
14.1K
$2.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
57+ 2.52% |
$9.09K - $10.7K
|
2.32K
$349K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-60- 1.05% |
$9.57K - $11.3K
|
5.67K
$853K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
172+ 9.08% |
$27.4K - $32.3K
|
2.07K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 80.0% |
$1.28K - $1.5K
|
18
$2.71K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$478 - $563
|
3
$451
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-3.88K- 10.26% |
$618K - $728K
|
33.9K
$5.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.8K+ 21.63% |
$287K - $337K
|
10.1K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 2.27% |
$319 - $376
|
86
$12.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
55+ 0.25% |
$8.77K - $10.3K
|
22K
$3.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
545+ 23.53% |
$86.9K - $102K
|
2.86K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
210+ 41.34% |
$33.5K - $39.4K
|
718
$108K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.4K- 10.2% |
$222K - $262K
|
12.3K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
165+ 3.21% |
$26.3K - $31K
|
5.31K
$799K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
110+ 7.69% |
$17.5K - $20.7K
|
1.54K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 4.44% |
$957 - $1.13K
|
129
$19.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.94K+ 5.93% |
$629K - $741K
|
70.4K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-6.4K- 2.66% |
$1.02M - $1.2M
|
234K
$35.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.65K+ 36.05% |
$1.22M - $1.44M
|
28.9K
$4.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
36+ 0.89% |
$5.74K - $6.76K
|
4.07K
$611K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.35K+ 234900.0% |
$375K - $441K
|
2.35K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 10.32% |
$23.9K - $28.2K
|
1.3K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.05K+ 84.81% |
$327K - $385K
|
4.47K
$672K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-282- 23.0% |
$45K - $53K
|
944
$142K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.68KNew |
$1.22M - $1.44M
|
7.68K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
395+ 541.1% |
$63K - $74.2K
|
468
$70.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
33+ 0.93% |
$5.26K - $6.2K
|
3.58K
$538K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-148- 2.6% |
$23.6K - $27.8K
|
5.54K
$833K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
361+ 16.07% |
$57.6K - $67.8K
|
2.61K
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-143- 58.13% |
$22.8K - $26.9K
|
103
$15.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-295- 2.63% |
$47K - $55.4K
|
10.9K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
162+ 4.45% |
$25.8K - $30.4K
|
3.8K
$572K
|