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 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
67+ 0.44% |
$11.2K - $12.3K
|
15.1K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
66+ 2.84% |
$11K - $12.1K
|
2.39K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
65+ 4.32% |
$10.9K - $11.9K
|
1.57K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
62+ 1.0% |
$10.4K - $11.4K
|
6.24K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
59+ 9.9% |
$9.87K - $10.8K
|
655
$118K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
59+ 0.06% |
$9.87K - $10.8K
|
93.5K
$16.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 3.56% |
$9.7K - $10.7K
|
1.69K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
58New |
$9.7K - $10.7K
|
58
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 0.8% |
$9.2K - $10.1K
|
6.95K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
52New |
$8.7K - $9.56K
|
52
$9.36K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
50+ 3.71% |
$8.36K - $9.19K
|
1.4K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
48+ 2.33% |
$8.03K - $8.82K
|
2.11K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 64.29% |
$7.53K - $8.27K
|
115
$20.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2150.0% |
$7.19K - $7.91K
|
45
$8.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
42+ 4.87% |
$7.02K - $7.72K
|
904
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
40+ 1.36% |
$6.69K - $7.35K
|
2.99K
$538K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
40+ 0.35% |
$6.69K - $7.35K
|
11.6K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 1.6% |
$5.85K - $6.43K
|
2.23K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
33+ 0.98% |
$5.52K - $6.07K
|
3.4K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 45.21% |
$5.52K - $6.07K
|
106
$19.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
32New |
$5.35K - $5.88K
|
32
$5.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
32+ 0.73% |
$5.35K - $5.88K
|
4.41K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
30+ 1.94% |
$5.02K - $5.52K
|
1.58K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
28+ 0.81% |
$4.68K - $5.15K
|
3.48K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 0.53% |
$4.35K - $4.78K
|
4.91K
$883K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
26New |
$4.35K - $4.78K
|
26
$4.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$4.18K - $4.6K
|
3.02K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
25+ 2.1% |
$4.18K - $4.6K
|
1.22K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
23New |
$3.85K - $4.23K
|
23
$4.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.62% |
$3.68K - $4.04K
|
3.54K
$638K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16+ 16.33% |
$2.68K - $2.94K
|
114
$20.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 0.69% |
$2.68K - $2.94K
|
2.34K
$422K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14+ 0.29% |
$2.34K - $2.57K
|
4.88K
$878K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11+ 0.5% |
$1.84K - $2.02K
|
2.19K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 1.86% |
$1.67K - $1.84K
|
547
$98.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10New |
$1.67K - $1.84K
|
10
$1.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 11.39% |
$1.51K - $1.65K
|
88
$15.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
9+ 0.47% |
$1.51K - $1.65K
|
1.91K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 133.33% |
$1.34K - $1.47K
|
14
$2.52K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8+ 0.37% |
$1.34K - $1.47K
|
2.16K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8+ 0.34% |
$1.34K - $1.47K
|
2.35K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7New |
$1.17K - $1.29K
|
7
$1.26K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7+ 0.18% |
$1.17K - $1.29K
|
3.81K
$685K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7New |
$1.17K - $1.29K
|
7
$1.26K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$1K - $1.1K
|
6
$1.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.49% |
$1K - $1.1K
|
1.23K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6New |
$1K - $1.1K
|
6
$1.08K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 2.11% |
$1K - $1.1K
|
290
$52.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 2.17% |
$1K - $1.1K
|
283
$50.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5+ 0.2% |
$836 - $919
|
2.52K
$453K
|