Purchases and Sales Made in Q3 2024 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
180+ 9.97% |
$26.3K - $30.6K
|
1.99K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
176New |
$25.7K - $29.9K
|
176
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
173+ 2.04% |
$25.3K - $29.4K
|
8.66K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
168+ 29.07% |
$24.5K - $28.6K
|
746
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
163+ 0.75% |
$23.8K - $27.7K
|
21.9K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
158+ 6.33% |
$23.1K - $26.9K
|
2.66K
$441K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
158+ 79.8% |
$23.1K - $26.9K
|
356
$59.1K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
158+ 4.33% |
$23.1K - $26.9K
|
3.8K
$632K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
154+ 7.09% |
$22.5K - $26.2K
|
2.33K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
151+ 0.49% |
$22.1K - $25.7K
|
30.9K
$5.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
144+ 6.19% |
$21K - $24.5K
|
2.47K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
141+ 1.28% |
$20.6K - $24K
|
11.2K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
132+ 2.71% |
$19.3K - $22.5K
|
5.01K
$832K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
130+ 1.4% |
$19K - $22.1K
|
9.44K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
128New |
$18.7K - $21.8K
|
128
$21.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
123+ 0.96% |
$18K - $20.9K
|
12.9K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
122+ 9.21% |
$17.8K - $20.8K
|
1.45K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
120+ 3.49% |
$17.5K - $20.4K
|
3.55K
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
120New |
$17.5K - $20.4K
|
120
$19.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
117+ 1.54% |
$17.1K - $19.9K
|
7.71K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
114+ 2.87% |
$16.7K - $19.4K
|
4.08K
$678K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
113+ 1.17% |
$16.5K - $19.2K
|
9.74K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
110+ 1.6% |
$16.1K - $18.7K
|
7K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
110New |
$16.1K - $18.7K
|
110
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
105+ 3.01% |
$15.3K - $17.9K
|
3.6K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 8.84% |
$15.3K - $17.9K
|
1.29K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
103+ 1.79% |
$15K - $17.5K
|
5.85K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
101+ 7.19% |
$14.8K - $17.2K
|
1.51K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$14.6K - $17K
|
100
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
98+ 1.22% |
$14.3K - $16.7K
|
8.13K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
97+ 5.76% |
$14.2K - $16.5K
|
1.78K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
97+ 2.72% |
$14.2K - $16.5K
|
3.66K
$608K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
95+ 3.99% |
$13.9K - $16.2K
|
2.47K
$411K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
91+ 1.06% |
$13.3K - $15.5K
|
8.66K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
90+ 4.15% |
$13.1K - $15.3K
|
2.26K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 16.48% |
$12.9K - $15K
|
622
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
87+ 3.03% |
$12.7K - $14.8K
|
2.96K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
85New |
$12.4K - $14.5K
|
85
$14.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83+ 4.03% |
$12.1K - $14.1K
|
2.14K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 24.06% |
$12.1K - $14.1K
|
428
$71.1K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
82+ 0.91% |
$12K - $13.9K
|
9.08K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
80+ 5.09% |
$11.7K - $13.6K
|
1.65K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
80+ 47.34% |
$11.7K - $13.6K
|
249
$41.4K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
79New |
$11.5K - $13.4K
|
79
$13.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.67% |
$11.5K - $13.4K
|
11.8K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
78+ 2.09% |
$11.4K - $13.3K
|
3.8K
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
77+ 0.46% |
$11.2K - $13.1K
|
16.7K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
75+ 5.05% |
$11K - $12.8K
|
1.56K
$259K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 1.62% |
$11K - $12.8K
|
4.7K
$781K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
72+ 11.2% |
$10.5K - $12.2K
|
715
$119K
|