Purchases and Sales Made in Q4 2023 in Simon Property Group Inc (SPG)

SPG Quotes by TradingView

This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q4 2023. 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
Jan 17, 2024 Q4 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
3
+ 1.14%
$310 - $440
266 $46.5K
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
3
New
$310 - $440
3 $525
Feb 06, 2024 Q4 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2
+ 0.01%
$207 - $293
19.6K $3.42M
Feb 13, 2024 Q4 2023
Clari Vest Asset Management LLC

San Diego, CA
BUY
 -
2
+ 11.11%
$207 - $293
20 $3.5K
Feb 06, 2024 Q4 2023
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
2
New
$207 - $293
2 $350
Jan 25, 2024 Q4 2023
Manchester Financial Inc

BUY
 -
2
+ 0.1%
$207 - $293
2.07K $362K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
2
+ 0.2%
$207 - $293
1K $175K
Feb 06, 2024 Q4 2023
Regions Financial Corp

BUY
 -
1
+ 0.05%
$103 - $147
1.99K $348K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.88%
$103 - $147
114 $19.9K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.81%
$103 - $147
125 $21.9K
Jan 29, 2024 Q4 2023
Costello Asset Management, Inc

BUY
 -
1
+ 2.0%
$103 - $147
51 $8.92K
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
1
+ 0.01%
$103 - $147
14K $2.46M
Feb 13, 2024 Q4 2023
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-1
- 0.01%
$103 - $147
10.3K $1.81M
Feb 08, 2024 Q4 2023
Laffer Tengler Investments

Nashville, TN
SELL
 -
-2
- 0.21%
$207 - $293
936 $164K
Jan 25, 2024 Q4 2023
Tfc Financial Management

SELL
 -
-3
- 21.43%
$310 - $440
11 $1.92K
Feb 09, 2024 Q4 2023
Financial Advisors Network, Inc.

SELL
 -
-5
- 0.22%
$517 - $733
2.31K $403K
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

SELL
 -
-6
- 0.14%
$620 - $879
4.4K $769K
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-7
Closed
$724 - $1.03K
0 $0
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

SELL
 -
-9
- 0.45%
$930 - $1.32K
1.99K $347K
Feb 09, 2024 Q4 2023
Renaissance Group LLC

Covington, KY
SELL
 -
-9
- 0.37%
$930 - $1.32K
2.4K $420K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-10
- 0.57%
$1.03K - $1.47K
1.73K $303K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

SELL
 -
-11
- 68.75%
$1.14K - $1.61K
5 $874
Jan 19, 2024 Q4 2023
Pinnacle Associates LTD

SELL
 -
-13
- 0.59%
$1.34K - $1.91K
2.2K $384K
Feb 13, 2024 Q4 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-13
Closed
$1.34K - $1.91K
0 $0
Feb 02, 2024 Q4 2023
Capital Advisors, Ltd. LLC

SELL
 -
-14
- 5.0%
$1.45K - $2.05K
266 $46.5K
Feb 27, 2024 Q4 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
SELL
 -
-15
- 0.46%
$1.55K - $2.2K
3.25K $569K
Feb 12, 2024 Q4 2023
Arrow Financial Corp

SELL
 -
-16
- 32.0%
$1.65K - $2.35K
34 $5.95K
Feb 07, 2024 Q4 2023
Invst, LLC

Indianapolis, IN
SELL
 -
-17
- 0.26%
$1.76K - $2.49K
6.47K $1.13M
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-18
- 1.21%
$1.86K - $2.64K
1.47K $257K
Jan 22, 2024 Q4 2023
Pfg Private Wealth Management, LLC

SELL
 -
-20
- 44.44%
$2.07K - $2.93K
25 $4.37K
Jan 29, 2024 Q4 2023
Conning Inc.

SELL
 -
-20
- 0.74%
$2.07K - $2.93K
2.67K $467K
Jan 29, 2024 Q4 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-23
- 0.81%
$2.38K - $3.37K
2.83K $494K
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-24
- 77.42%
$2.48K - $3.52K
7 $1.22K
Feb 08, 2024 Q4 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
SELL
 -
-25
- 0.21%
$2.58K - $3.66K
11.6K $2.03M
Jan 30, 2024 Q4 2023
Sumitomo Life Insurance CO

SELL
 -
-25
- 0.46%
$2.58K - $3.66K
5.43K $949K
Feb 14, 2024 Q4 2023
Quarry LP

New York, NY
SELL
 -
-25
- 12.08%
$2.58K - $3.66K
182 $31.8K
Jan 24, 2024 Q4 2023
Moody Lynn & Lieberson, LLC

SELL
 -
-25
- 0.99%
$2.58K - $3.66K
2.5K $437K
Feb 14, 2024 Q4 2023
Core Alternative Capital

SELL
 -
-26
- 17.93%
$2.69K - $3.81K
119 $20.8K
Feb 13, 2024 Q4 2023
Prudent Man Advisors, LLC

SELL
 -
-27
- 0.82%
$2.79K - $3.96K
3.27K $572K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-27
- 30.68%
$2.79K - $3.96K
61 $10.7K
Feb 07, 2024 Q4 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-35
- 0.64%
$3.62K - $5.13K
5.47K $956K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
SELL
 -
-35
Closed
$3.62K - $5.13K
0 $0
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

SELL
 -
-36
- 1.8%
$3.72K - $5.28K
1.97K $344K
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-36
- 1.2%
$3.72K - $5.28K
2.96K $517K
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

SELL
 -
-36
Closed
$3.72K - $5.28K
0 $0
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-40
Closed
$4.13K - $5.86K
0 $0
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

SELL
 -
-40
- 0.14%
$4.13K - $5.86K
28K $4.9M
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-41
- 93.18%
$4.24K - $6.01K
3 $525
Feb 14, 2024 Q4 2023
Pitcairn CO

Jenkintown, PA
SELL
 -
-42
- 1.04%
$4.34K - $6.16K
4.01K $700K

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