Latest Institutional Purchases of Simon Property Group Inc (SPG)
This list provides information on the latest institutional transactions involving Simon Property Group Inc (SPG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
26+ 2.25% |
$4.16K - $4.88K
|
1.18K
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
25+ 9.19% |
$4K - $4.69K
|
297
$54.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 23.36% |
$4K - $4.69K
|
132
$24.1K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
24+ 48.98% |
$3.84K - $4.5K
|
73
$13.3K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
20+ 1.13% |
$3.2K - $3.75K
|
1.8K
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 1.22% |
$3.2K - $3.75K
|
1.66K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
20+ 0.72% |
$3.2K - $3.75K
|
2.78K
$509K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
19+ 0.88% |
$3.04K - $3.57K
|
2.18K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
18+ 2.56% |
$2.88K - $3.38K
|
720
$132K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
18New |
$2.88K - $3.38K
|
18
$3.29K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
18New |
$2.88K - $3.38K
|
18
$3.29K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17+ 3.66% |
$2.72K - $3.19K
|
482
$88.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17New |
$2.72K - $3.19K
|
17
$3.11K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
16+ 800.0% |
$2.56K - $3K
|
18
$3.29K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
16+ 51.61% |
$2.56K - $3K
|
47
$8.59K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
16+ 45.71% |
$2.56K - $3K
|
51
$9.32K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
15New |
$2.4K - $2.82K
|
15
$2.74K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
15+ 0.78% |
$2.4K - $2.82K
|
1.93K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
14+ 0.55% |
$2.24K - $2.63K
|
2.54K
$464K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
14+ 12.84% |
$2.24K - $2.63K
|
123
$22.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
13New |
$2.08K - $2.44K
|
13
$2.38K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13+ 0.4% |
$2.08K - $2.44K
|
3.25K
$593K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
13New |
$2.08K - $2.44K
|
13
$2.38K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.92% |
$2.08K - $2.44K
|
1.43K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.81% |
$2.08K - $2.44K
|
1.61K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
13+ 15.48% |
$2.08K - $2.44K
|
97
$17.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
12New |
$1.92K - $2.25K
|
12
$2.19K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
12+ 3.66% |
$1.92K - $2.25K
|
340
$62.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10+ 0.71% |
$1.6K - $1.88K
|
1.42K
$259K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 3.7% |
$1.6K - $1.88K
|
280
$51.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$1.44K - $1.69K
|
9
$1.64K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
9+ 45.0% |
$1.44K - $1.69K
|
29
$5.3K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
8+ 0.39% |
$1.28K - $1.5K
|
2.07K
$378K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
7New |
$1.12K - $1.31K
|
7
$1.28K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
7+ 0.34% |
$1.12K - $1.31K
|
2.06K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
7New |
$1.12K - $1.31K
|
7
$1.28K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
7New |
$1.12K - $1.31K
|
7
$1.28K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.39% |
$1.12K - $1.31K
|
1.81K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 46.15% |
$960 - $1.13K
|
19
$3.47K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6New |
$960 - $1.13K
|
6
$1.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.17% |
$960 - $1.13K
|
3.6K
$657K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 2.96% |
$800 - $938
|
174
$31.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.3% |
$800 - $938
|
1.65K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
4+ 6.06% |
$640 - $751
|
70
$12.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4+ 0.3% |
$640 - $751
|
1.35K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$640 - $751
|
4
$731
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.9% |
$640 - $751
|
446
$81.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
4+ 0.13% |
$640 - $751
|
2.98K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3+ 0.23% |
$480 - $563
|
1.31K
$239K
|
|