Purchases and Sales Made in Q4 2023 in Simon Property Group Inc (SPG)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
946+ 14.65% |
$97.8K - $139K
|
7.4K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
926+ 8.61% |
$95.7K - $136K
|
11.7K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
910+ 14.03% |
$94.1K - $133K
|
7.4K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
898+ 1.57% |
$92.8K - $132K
|
58K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
895+ 25.15% |
$92.5K - $131K
|
4.45K
$770K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
881New |
$91.1K - $129K
|
881
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
873+ 135.98% |
$90.2K - $128K
|
1.52K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
865+ 42.78% |
$89.4K - $127K
|
2.89K
$499K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
863+ 27.81% |
$89.2K - $126K
|
3.97K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
858New |
$88.7K - $126K
|
858
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
855New |
$88.4K - $125K
|
855
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
844+ 30.86% |
$87.2K - $124K
|
3.58K
$619K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
843New |
$87.1K - $124K
|
843
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
803New |
$83K - $118K
|
803
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800+ 0.85% |
$82.7K - $117K
|
95.4K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Bruni J V & CO
|
BUY
|
- |
798+ 0.56% |
$82.5K - $117K
|
143K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
770+ 16.0% |
$79.6K - $113K
|
5.58K
$965K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
755+ 1.29% |
$78K - $111K
|
59.1K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
745+ 1.17% |
$77K - $109K
|
64.4K
$11.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
722+ 57.17% |
$74.6K - $106K
|
1.99K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
708+ 9.72% |
$73.2K - $104K
|
7.99K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
700New |
$72.4K - $103K
|
700
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
696+ 16.11% |
$71.9K - $102K
|
5.02K
$867K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
692+ 3.73% |
$71.5K - $101K
|
19.2K
$3.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
684+ 21.12% |
$70.7K - $100K
|
3.92K
$678K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
676+ 15.59% |
$69.9K - $99.1K
|
5.01K
$867K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
670+ 6.65% |
$69.3K - $98.2K
|
10.8K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
668New |
$69.1K - $97.9K
|
668
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
657New |
$67.9K - $96.3K
|
657
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
651+ 1.66% |
$67.3K - $95.4K
|
39.9K
$6.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
631+ 12.53% |
$65.2K - $92.5K
|
5.67K
$979K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
624New |
$64.5K - $91.5K
|
624
$108K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
612+ 4.43% |
$63.3K - $89.7K
|
14.4K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
602+ 15.3% |
$62.2K - $88.2K
|
4.54K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
573+ 1.96% |
$59.2K - $84K
|
29.8K
$5.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
555+ 7.98% |
$57.4K - $81.4K
|
7.51K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
539+ 0.82% |
$55.7K - $79K
|
66.4K
$11.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
520New |
$53.8K - $76.2K
|
520
$89.9K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
504+ 1.83% |
$52.1K - $73.9K
|
28K
$4.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
502+ 7.83% |
$51.9K - $73.6K
|
6.91K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500New |
$51.7K - $73.3K
|
500
$86.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500+ 9.62% |
$51.7K - $73.3K
|
5.7K
$986K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
483+ 3.93% |
$49.9K - $70.8K
|
12.8K
$2.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
482+ 7.42% |
$49.8K - $70.7K
|
6.98K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
478+ 2.56% |
$49.4K - $70.1K
|
19.1K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
472+ 1.9% |
$48.8K - $69.2K
|
25.3K
$4.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
460+ 61.99% |
$47.6K - $67.4K
|
1.2K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
454+ 2.35% |
$46.9K - $66.5K
|
19.8K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
454New |
$46.9K - $66.5K
|
454
$78.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
453+ 854.72% |
$46.8K - $66.4K
|
506
$87.5K
|