Purchases and Sales Made in Q4 2021 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
35+ 0.66% |
$4.6K - $5.97K
|
5.31K
$918K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
35+ 1.84% |
$4.6K - $5.97K
|
1.94K
$335K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
34+ 0.91% |
$4.47K - $5.8K
|
3.79K
$655K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
34+ 24.29% |
$4.47K - $5.8K
|
174
$30.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.9% |
$4.2K - $5.46K
|
3.57K
$617K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31+ 1.22% |
$4.07K - $5.29K
|
2.58K
$446K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
31New |
$4.07K - $5.29K
|
31
$5.36K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30+ 47.62% |
$3.94K - $5.12K
|
93
$16.1K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
30New |
$3.94K - $5.12K
|
30
$5.19K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
30+ 1.63% |
$3.94K - $5.12K
|
1.87K
$324K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29+ 0.16% |
$3.81K - $4.94K
|
18.7K
$3.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
29+ 0.65% |
$3.81K - $4.94K
|
4.48K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 8.11% |
$3.55K - $4.6K
|
360
$62.2K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27+ 108.0% |
$3.55K - $4.6K
|
52
$8.99K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25+ 0.26% |
$3.28K - $4.26K
|
9.7K
$1.68M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22+ 25.58% |
$2.89K - $3.75K
|
108
$18.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$2.89K - $3.75K
|
22
$3.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
20New |
$2.63K - $3.41K
|
20
$3.46K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
20+ 0.91% |
$2.63K - $3.41K
|
2.22K
$383K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17New |
$2.23K - $2.9K
|
17
$2.94K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17New |
$2.23K - $2.9K
|
17
$2.94K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 4.69% |
$1.97K - $2.56K
|
335
$57.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14+ 77.78% |
$1.84K - $2.39K
|
32
$5.53K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 2.54% |
$1.84K - $2.39K
|
565
$97.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
12+ 0.77% |
$1.58K - $2.05K
|
1.57K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
12+ 4.03% |
$1.58K - $2.05K
|
310
$53.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 2.81% |
$1.45K - $1.88K
|
402
$69.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
10+ 0.08% |
$1.31K - $1.71K
|
12.1K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.32% |
$1.31K - $1.71K
|
3.12K
$539K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 1.23% |
$1.31K - $1.71K
|
825
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.87% |
$1.31K - $1.71K
|
545
$94.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
9New |
$1.18K - $1.53K
|
9
$1.56K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$1.18K - $1.53K
|
9
$1.56K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
6New |
$788 - $1.02K
|
6
$1.04K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.27% |
$657 - $853
|
1.85K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$657 - $853
|
5
$865
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$657 - $853
|
5
$865
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5New |
$657 - $853
|
5
$865
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
5+ 0.73% |
$657 - $853
|
690
$119K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.1% |
$526 - $682
|
4.12K
$713K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.73% |
$526 - $682
|
552
$95.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 1.17% |
$526 - $682
|
347
$60K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.8% |
$526 - $682
|
507
$87.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
4+ 0.27% |
$526 - $682
|
1.46K
$252K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.21% |
$526 - $682
|
1.95K
$336K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.69% |
$394 - $512
|
435
$75.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 100.0% |
$394 - $512
|
6
$1.04K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
3+ 0.19% |
$394 - $512
|
1.58K
$272K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.97% |
$394 - $512
|
311
$53.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.63% |
$263 - $341
|
125
$21.6K
|