Purchases and Sales Made in Q2 2024 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q2 2024. The information is specifically focused on institutions that hold shares of SIMON PROPERTY GROUP INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
28+ 1.89% |
$3.93K - $4.31K
|
1.51K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
28New |
$3.93K - $4.31K
|
28
$5.04K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
27New |
$3.78K - $4.15K
|
27
$4.86K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
27+ 0.06% |
$3.78K - $4.15K
|
45.3K
$8.15M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$3.5K - $3.84K
|
25
$4.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25+ 625.0% |
$3.5K - $3.84K
|
29
$5.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 1.25% |
$3.36K - $3.69K
|
1.94K
$349K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.19% |
$3.08K - $3.38K
|
11.8K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
21+ 19.63% |
$2.94K - $3.23K
|
128
$23K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
20+ 0.67% |
$2.8K - $3.08K
|
2.99K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
20+ 1.11% |
$2.8K - $3.08K
|
1.83K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20+ 58.82% |
$2.8K - $3.08K
|
54
$9.72K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 28.79% |
$2.66K - $2.92K
|
85
$15.3K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19+ 2.25% |
$2.66K - $2.92K
|
863
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
18+ 0.49% |
$2.52K - $2.77K
|
3.71K
$668K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 2.37% |
$2.52K - $2.77K
|
778
$140K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18New |
$2.52K - $2.77K
|
18
$3.24K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
17+ 170.0% |
$2.38K - $2.61K
|
27
$4.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.91% |
$2.38K - $2.61K
|
1.88K
$339K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.68% |
$2.38K - $2.61K
|
2.52K
$454K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 2.55% |
$2.24K - $2.46K
|
643
$116K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
15New |
$2.1K - $2.31K
|
15
$2.7K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15New |
$2.1K - $2.31K
|
15
$2.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 13.89% |
$2.1K - $2.31K
|
123
$22.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
15+ 0.4% |
$2.1K - $2.31K
|
3.72K
$670K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
14+ 0.23% |
$1.96K - $2.15K
|
6.16K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13New |
$1.82K - $2K
|
13
$2.34K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12+ 0.21% |
$1.68K - $1.85K
|
5.71K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
12+ 0.57% |
$1.68K - $1.85K
|
2.11K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10New |
$1.4K - $1.54K
|
10
$1.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 11.24% |
$1.4K - $1.54K
|
99
$17.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 225.0% |
$1.26K - $1.38K
|
13
$2.34K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 2.95% |
$1.26K - $1.38K
|
314
$56.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 9.28% |
$1.26K - $1.38K
|
106
$19.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 25.81% |
$1.12K - $1.23K
|
39
$7.02K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
8+ 0.2% |
$1.12K - $1.23K
|
4.07K
$733K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 8.51% |
$1.12K - $1.23K
|
102
$18.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 1.15% |
$1.12K - $1.23K
|
703
$126K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8+ 0.22% |
$1.12K - $1.23K
|
3.68K
$662K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 2.73% |
$1.12K - $1.23K
|
301
$54.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7+ 0.24% |
$981 - $1.08K
|
2.9K
$522K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.53% |
$981 - $1.08K
|
1.33K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 10.77% |
$981 - $1.08K
|
72
$13K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 2.56% |
$981 - $1.08K
|
280
$50.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 17.5% |
$981 - $1.08K
|
47
$8.46K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6+ 0.12% |
$841 - $923
|
5.1K
$918K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.13% |
$841 - $923
|
4.79K
$862K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6New |
$841 - $923
|
6
$1.08K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6+ 3.3% |
$841 - $923
|
188
$33.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$701 - $769
|
5
$900
|