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 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-250- 2.52% |
$41.8K - $46K
|
9.68K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-258- 13.44% |
$43.1K - $47.4K
|
1.66K
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-268- 1.37% |
$44.8K - $49.3K
|
19.3K
$3.36M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-285- 91.94% |
$47.7K - $52.4K
|
25
$4.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-297- 2.09% |
$49.7K - $54.6K
|
13.9K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-297- 1.54% |
$49.7K - $54.6K
|
19K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-302- 14.04% |
$50.5K - $55.5K
|
1.85K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-305- 5.6% |
$51K - $56.1K
|
5.15K
$895K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-307- 0.77% |
$51.3K - $56.4K
|
39.5K
$6.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-324- 37.59% |
$54.2K - $59.6K
|
538
$93.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-371- 20.21% |
$62K - $68.2K
|
1.47K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-375- 27.78% |
$62.7K - $68.9K
|
975
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-443- 17.37% |
$74.1K - $81.4K
|
2.11K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-483- 14.97% |
$80.8K - $88.8K
|
2.74K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-500- 12.39% |
$83.6K - $91.9K
|
3.54K
$615K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
SELL
|
- |
-500- 2.03% |
$83.6K - $91.9K
|
24.1K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-500- 13.89% |
$83.6K - $91.9K
|
3.1K
$539K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-586- 1.32% |
$98K - $108K
|
43.8K
$7.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-614- 5.93% |
$103K - $113K
|
9.74K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-665- 31.4% |
$111K - $122K
|
1.45K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 4.62% |
$134K - $147K
|
16.5K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-882- 2.81% |
$147K - $162K
|
30.5K
$5.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.15K- 10.06% |
$192K - $211K
|
10.3K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.17K- 11.03% |
$196K - $215K
|
9.44K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 12.58% |
$199K - $218K
|
8.26K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 8.18% |
$217K - $239K
|
14.6K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.39K- 1.98% |
$233K - $256K
|
69K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.52K- 55.75% |
$254K - $279K
|
1.2K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-1.55K- 86.3% |
$259K - $285K
|
246
$42.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.8K- 22.22% |
$301K - $331K
|
6.3K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 9.35% |
$302K - $332K
|
17.5K
$3.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.04K- 3.9% |
$341K - $375K
|
50.3K
$8.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.27K- 8.62% |
$379K - $417K
|
24K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.41K- 5.5% |
$403K - $443K
|
41.4K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.58K- 99.96% |
$432K - $475K
|
1
$174
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.71K- 50.0% |
$453K - $498K
|
2.71K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.95K- 33.94% |
$492K - $541K
|
5.73K
$997K
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-3.1K- 8.99% |
$518K - $569K
|
31.3K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.17K- 7.09% |
$530K - $583K
|
41.6K
$7.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.39K- 2.05% |
$566K - $622K
|
162K
$28.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-3.41K- 6.95% |
$570K - $626K
|
45.6K
$7.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.75K- 39.53% |
$627K - $689K
|
5.73K
$997K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4K- 10.15% |
$669K - $735K
|
35.4K
$6.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.32K- 77.12% |
$722K - $794K
|
1.28K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4.84K- 27.53% |
$810K - $890K
|
12.7K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.07K- 10.57% |
$847K - $931K
|
42.9K
$7.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.87K- 2.38% |
$981K - $1.08M
|
241K
$41.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.91K- 15.3% |
$989K - $1.09M
|
32.7K
$5.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6.72K- 75.58% |
$1.12M - $1.24M
|
2.17K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-7.64K- 68.34% |
$1.28M - $1.4M
|
3.54K
$615K
|