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 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$167 - $184
|
1.39K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.22K+ 12.35% |
$204K - $224K
|
11.1K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
90+ 1.1% |
$15.1K - $16.5K
|
8.31K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-297- 2.09% |
$49.7K - $54.6K
|
13.9K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7New |
$1.17K - $1.29K
|
7
$1.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.07K+ 6.51% |
$680K - $748K
|
66.5K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21.2KNew |
$3.55M - $3.9M
|
21.2K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
558+ 2.64% |
$93.3K - $103K
|
21.7K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$4.18K - $4.6K
|
3.02K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 17.65% |
$502 - $552
|
14
$2.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-193- 4.57% |
$32.3K - $35.5K
|
4.03K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3- 0.23% |
$502 - $552
|
1.32K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
216+ 3.32% |
$36.1K - $39.7K
|
6.73K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 2.41% |
$1K - $1.1K
|
243
$40.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-146- 0.66% |
$24.4K - $26.8K
|
22K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
2.25KNew |
$376K - $413K
|
2.25K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.8% |
$167 - $184
|
126
$20.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.08K+ 77.28% |
$1.18M - $1.3M
|
16.2K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23- 0.19% |
$3.85K - $4.23K
|
11.8K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.8K- 22.22% |
$301K - $331K
|
6.3K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 30.11% |
$8.86K - $9.74K
|
123
$20.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.18KNew |
$197K - $217K
|
1.18K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.78% |
$167 - $184
|
127
$21.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
391+ 12.98% |
$65.4K - $71.9K
|
3.4K
$564K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
154+ 2.49% |
$25.8K - $28.3K
|
6.34K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-15- 0.11% |
$2.51K - $2.76K
|
13.4K
$2.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 0.29% |
$2.34K - $2.57K
|
4.88K
$809K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 1.39% |
$502 - $552
|
213
$35.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-6- 0.18% |
$1K - $1.1K
|
3.3K
$547K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-889K- 99.69% |
$149M - $163M
|
2.75K
$456K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.01KNew |
$336K - $369K
|
2.01K
$333K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.87K- 2.38% |
$981K - $1.08M
|
241K
$39.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.37K+ 34.98% |
$229K - $252K
|
5.29K
$878K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
103New |
$17.2K - $18.9K
|
103
$17.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
158+ 22.1% |
$26.4K - $29K
|
873
$145K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.84K+ 65.27% |
$1.14M - $1.26M
|
17.3K
$2.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.33% |
$1K - $1.1K
|
1.81K
$301K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 2.11% |
$1K - $1.1K
|
290
$48.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-120K- 81.04% |
$20.1M - $22.1M
|
28.2K
$4.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-15K- 25.12% |
$2.51M - $2.76M
|
44.7K
$7.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
SELL
|
- |
-500- 2.03% |
$83.6K - $91.9K
|
24.1K
$4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.72K- 75.58% |
$1.12M - $1.24M
|
2.17K
$360K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.32% |
$669 - $735
|
306
$50.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
40+ 0.35% |
$6.69K - $7.35K
|
11.6K
$1.92M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.15K- 10.06% |
$192K - $211K
|
10.3K
$1.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-324- 37.59% |
$54.2K - $59.6K
|
538
$89.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
421+ 72.84% |
$70.4K - $77.4K
|
999
$166K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
630+ 13.4% |
$105K - $116K
|
5.33K
$884K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
344K+ 9.21% |
$50.3M - $58.6M
|
4.08M
$677M
|
|
|
Feb 24, 2025
Q3 2024
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-19.4K- 3.63% |
$2.84M - $3.3M
|
516K
$85.6M
|
|