Purchases and Sales Made in Q4 2024 in Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210+ 9.96% |
$35.1K - $38.6K
|
2.32K
$403K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
203+ 2.09% |
$33.9K - $37.3K
|
9.94K
$1.73M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
166+ 4.18% |
$27.8K - $30.5K
|
4.14K
$720K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
158+ 22.1% |
$26.4K - $29K
|
873
$152K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
157+ 45.51% |
$26.3K - $28.9K
|
502
$87.3K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
155+ 0.49% |
$25.9K - $28.5K
|
31.6K
$5.5M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
154+ 2.49% |
$25.8K - $28.3K
|
6.34K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
150+ 5.0% |
$25.1K - $27.6K
|
3.15K
$547K
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
135+ 7.0% |
$22.6K - $24.8K
|
2.06K
$359K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
128New |
$21.4K - $23.5K
|
128
$22.3K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 19.94% |
$20.7K - $22.8K
|
746
$130K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
118+ 5.94% |
$19.7K - $21.7K
|
2.1K
$366K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
103New |
$17.2K - $18.9K
|
103
$17.9K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$16.7K - $18.4K
|
100
$17.4K
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
100+ 6.06% |
$16.7K - $18.4K
|
1.75K
$304K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
95+ 23.0% |
$15.9K - $17.5K
|
508
$88.3K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
95+ 5.55% |
$15.9K - $17.5K
|
1.81K
$314K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
93+ 4.34% |
$15.6K - $17.1K
|
2.24K
$389K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
90+ 1.1% |
$15.1K - $16.5K
|
8.31K
$1.44M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
90+ 6.66% |
$15.1K - $16.5K
|
1.44K
$251K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
87+ 6.01% |
$14.5K - $16K
|
1.53K
$267K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
85+ 2.39% |
$14.2K - $15.6K
|
3.64K
$633K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
80+ 2.78% |
$13.4K - $14.7K
|
2.96K
$515K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
77+ 2.7% |
$12.9K - $14.2K
|
2.93K
$509K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
74+ 2.5% |
$12.4K - $13.6K
|
3.04K
$528K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
73New |
$12.2K - $13.4K
|
73
$12.7K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71+ 0.57% |
$11.9K - $13.1K
|
12.4K
$2.16M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 2.84% |
$11K - $12.1K
|
2.39K
$416K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
65+ 4.32% |
$10.9K - $11.9K
|
1.57K
$273K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
62+ 1.0% |
$10.4K - $11.4K
|
6.24K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
59+ 9.9% |
$9.87K - $10.8K
|
655
$114K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
58New |
$9.7K - $10.7K
|
58
$10.1K
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 3.56% |
$9.7K - $10.7K
|
1.69K
$294K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
48+ 2.33% |
$8.03K - $8.82K
|
2.11K
$367K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 64.29% |
$7.53K - $8.27K
|
115
$20K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
42+ 4.87% |
$7.02K - $7.72K
|
904
$157K
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
40+ 1.36% |
$6.69K - $7.35K
|
2.99K
$520K
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
40+ 0.35% |
$6.69K - $7.35K
|
11.6K
$2.02M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 45.21% |
$5.52K - $6.07K
|
106
$18.4K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
32New |
$5.35K - $5.88K
|
32
$5.56K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
32+ 0.73% |
$5.35K - $5.88K
|
4.41K
$766K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30+ 1.94% |
$5.02K - $5.52K
|
1.58K
$274K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 0.53% |
$4.35K - $4.78K
|
4.91K
$853K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$4.18K - $4.6K
|
3.02K
$525K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
25+ 2.1% |
$4.18K - $4.6K
|
1.22K
$211K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 0.29% |
$2.34K - $2.57K
|
4.88K
$848K
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11+ 0.5% |
$1.84K - $2.02K
|
2.19K
$381K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 1.86% |
$1.67K - $1.84K
|
547
$95.1K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10New |
$1.67K - $1.84K
|
10
$1.74K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 11.39% |
$1.51K - $1.65K
|
88
$15.3K
|