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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.15% |
$561 - $615
|
2.7K
$496K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.02% |
$561 - $615
|
19.3K
$3.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4New |
$561 - $615
|
4
$736
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.17% |
$561 - $615
|
345
$63.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.52% |
$561 - $615
|
779
$143K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$561 - $615
|
4
$736
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4+ 0.26% |
$561 - $615
|
1.56K
$287K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.15% |
$561 - $615
|
2.68K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$421 - $461
|
3
$552
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
3+ 60.0% |
$421 - $461
|
8
$1.47K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$421 - $461
|
3
$552
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.02% |
$421 - $461
|
298
$54.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.32% |
$280 - $308
|
634
$117K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 3.08% |
$280 - $308
|
67
$12.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.08% |
$280 - $308
|
2.52K
$462K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$280 - $308
|
2.84K
$523K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.03% |
$280 - $308
|
7.71K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$280 - $308
|
2
$368
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 3.33% |
$280 - $308
|
62
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.32% |
$140 - $154
|
311
$57.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 2.44% |
$140 - $154
|
42
$7.72K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 4.17% |
$140 - $154
|
25
$4.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1+ 0.19% |
$140 - $154
|
541
$99.5K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.07% |
$140 - $154
|
1.42K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.79% |
$140 - $154
|
125
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.05% |
$140 - $154
|
1.84K
$338K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 9.09% |
$140 - $154
|
10
$1.84K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$280 - $308
|
2.56K
$470K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 21.43% |
$421 - $461
|
11
$2.02K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.25% |
$421 - $461
|
1.21K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$561 - $615
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.14% |
$561 - $615
|
2.92K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 5.19% |
$561 - $615
|
73
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 2.84% |
$701 - $769
|
171
$31.4K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 0.1% |
$701 - $769
|
4.86K
$894K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-6- 0.34% |
$841 - $923
|
1.74K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-6- 0.15% |
$841 - $923
|
3.95K
$726K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-6- 1.6% |
$841 - $923
|
370
$68K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-7- 4.83% |
$981 - $1.08K
|
138
$25.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 4.0% |
$1.26K - $1.38K
|
216
$39.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 33.33% |
$1.4K - $1.54K
|
20
$3.68K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 0.75% |
$1.54K - $1.69K
|
1.46K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-12- 0.7% |
$1.68K - $1.85K
|
1.69K
$311K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14- 41.18% |
$1.96K - $2.15K
|
20
$3.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 15.91% |
$1.96K - $2.15K
|
74
$13.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14- 0.17% |
$1.96K - $2.15K
|
8.04K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-16- 0.33% |
$2.24K - $2.46K
|
4.78K
$878K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-16- 0.35% |
$2.24K - $2.46K
|
4.58K
$843K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-17- 1.5% |
$2.38K - $2.61K
|
1.12K
$205K
|