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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
450+ 18.26% |
$46.5K - $66K
|
2.92K
$507K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
449+ 449.0% |
$46.4K - $65.8K
|
549
$95.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
419+ 5.75% |
$43.3K - $61.4K
|
7.71K
$1.34M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
417+ 13900.0% |
$43.1K - $61.1K
|
420
$73K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
405+ 0.46% |
$41.9K - $59.4K
|
87.6K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
395+ 12.59% |
$40.8K - $57.9K
|
3.53K
$614K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
392+ 0.3% |
$40.5K - $57.5K
|
130K
$22.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
370+ 81.68% |
$38.2K - $54.2K
|
823
$143K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
369+ 11.55% |
$38.1K - $54.1K
|
3.56K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
368+ 1.24% |
$38K - $53.9K
|
30K
$5.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
353+ 5.86% |
$36.5K - $51.7K
|
6.38K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
340+ 6.06% |
$35.1K - $49.8K
|
5.96K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
340+ 6.06% |
$35.1K - $49.8K
|
5.96K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
337+ 13.69% |
$34.8K - $49.4K
|
2.8K
$486K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
331+ 75.92% |
$34.2K - $48.5K
|
767
$133K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
325New |
$33.6K - $47.6K
|
325
$56.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
321New |
$33.2K - $47.1K
|
321
$55.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
320+ 320.0% |
$33.1K - $46.9K
|
420
$73K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
312+ 4.44% |
$32.3K - $45.7K
|
7.33K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
306+ 0.69% |
$31.6K - $44.9K
|
44.7K
$7.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
292+ 0.67% |
$30.2K - $42.8K
|
43.8K
$7.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
290+ 5.58% |
$30K - $42.5K
|
5.49K
$954K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
286New |
$29.6K - $41.9K
|
286
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
266+ 2.05% |
$27.5K - $39K
|
13.2K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
263+ 10.05% |
$27.2K - $38.6K
|
2.88K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
260+ 12.77% |
$26.9K - $38.1K
|
2.3K
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
245+ 2.1% |
$25.3K - $35.9K
|
11.9K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239New |
$24.7K - $35K
|
239
$41.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
235New |
$24.3K - $34.4K
|
235
$40.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
235+ 8.83% |
$24.3K - $34.4K
|
2.9K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
233+ 5.86% |
$24.1K - $34.2K
|
4.21K
$732K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
228+ 3.51% |
$23.6K - $33.4K
|
6.72K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
227+ 4.18% |
$23.5K - $33.3K
|
5.66K
$983K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
224+ 0.64% |
$23.2K - $32.8K
|
35.3K
$6.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
210+ 61.05% |
$21.7K - $30.8K
|
554
$96.3K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
209+ 8.75% |
$21.6K - $30.6K
|
2.6K
$452K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
208+ 8.27% |
$21.5K - $30.5K
|
2.72K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
205+ 1.49% |
$21.2K - $30K
|
14K
$2.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 183.49% |
$20.7K - $29.3K
|
309
$53.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
193+ 40.89% |
$20K - $28.3K
|
665
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
192+ 3200.0% |
$19.8K - $28.1K
|
198
$34.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
188+ 4.16% |
$19.4K - $27.6K
|
4.71K
$819K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
185+ 7.4% |
$19.1K - $27.1K
|
2.69K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
185+ 0.37% |
$19.1K - $27.1K
|
50.8K
$8.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
175+ 3.67% |
$18.1K - $25.7K
|
4.95K
$860K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
174+ 2.02% |
$18K - $25.5K
|
8.77K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
170+ 2.82% |
$17.6K - $24.9K
|
6.2K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
165+ 7.33% |
$17.1K - $24.2K
|
2.42K
$420K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
161+ 5.42% |
$16.6K - $23.6K
|
3.13K
$545K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
160New |
$16.5K - $23.5K
|
160
$27.8K
|