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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.13KNew |
$439K - $536K
|
3.13K
$571K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 28.57% |
$21.1K - $25.7K
|
375
$68.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$140 - $171
|
1
$183
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
38New |
$5.33K - $6.51K
|
38
$6.94K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$42.1K - $51.4K
|
300
$54.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-216- 9.94% |
$30.3K - $37K
|
1.96K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-2.96K- 28.8% |
$415K - $507K
|
7.32K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.19% |
$281 - $343
|
1.06K
$193K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.22% |
$983 - $1.2K
|
3.14K
$573K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-195- 6.43% |
$27.4K - $33.4K
|
2.84K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-500- 28.57% |
$70.2K - $85.7K
|
1.25K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10New |
$1.4K - $1.71K
|
10
$1.83K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-5.91K- 93.78% |
$830K - $1.01M
|
392
$71.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
25New |
$3.51K - $4.29K
|
25
$4.57K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
12.4K+ 6.68% |
$1.74M - $2.13M
|
198K
$36.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-43- 0.41% |
$6.04K - $7.37K
|
10.5K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-172- 7.61% |
$24.1K - $29.5K
|
2.09K
$382K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9New |
$1.26K - $1.54K
|
9
$1.64K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-59- 3.45% |
$8.28K - $10.1K
|
1.65K
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 69.72% |
$1.47M - $1.79M
|
4.54K
$830K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.58% |
$281 - $343
|
343
$62.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-2.33K- 50.54% |
$327K - $400K
|
2.28K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-82- 3.78% |
$11.5K - $14.1K
|
2.09K
$382K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 6.38% |
$421 - $514
|
44
$8.04K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
153New |
$21.5K - $26.2K
|
153
$28K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
8+ 27.59% |
$1.12K - $1.37K
|
37
$6.76K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
125+ 47.17% |
$17.5K - $21.4K
|
390
$71.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7+ 0.54% |
$983 - $1.2K
|
1.3K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.06K+ 192.22% |
$430K - $525K
|
4.66K
$851K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
7.44KNew |
$1.04M - $1.28M
|
7.44K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-200- 2.58% |
$28.1K - $34.3K
|
7.55K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.68K- 64.7% |
$376K - $459K
|
1.46K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.7K+ 426.75% |
$1.36M - $1.66M
|
12K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
38+ 3.69% |
$5.33K - $6.51K
|
1.07K
$195K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.73K+ 83.6% |
$523K - $639K
|
8.18K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.25K- 5.65% |
$175K - $213K
|
20.8K
$3.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-47- 21.08% |
$6.6K - $8.06K
|
176
$32.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
26+ 1.04% |
$3.65K - $4.46K
|
2.53K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-176- 7.67% |
$24.7K - $30.2K
|
2.12K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 7.04% |
$702 - $857
|
76
$13.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 3.85% |
$140 - $171
|
27
$4.93K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-525- 18.35% |
$73.7K - $90K
|
2.34K
$427K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$1.97K - $2.4K
|
14
$2.56K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-23.6K- 93.73% |
$3.32M - $4.05M
|
1.58K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
66+ 2200.0% |
$9.26K - $11.3K
|
69
$12.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.39KNew |
$335K - $410K
|
2.39K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-86- 1.71% |
$12.1K - $14.7K
|
4.95K
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-200- 4.97% |
$28.1K - $34.3K
|
3.83K
$699K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
18New |
$2.53K - $3.09K
|
18
$3.29K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
54New |
$7.58K - $9.26K
|
54
$9.87K
|
|