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 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-13- 11.5% |
$2.17K - $2.39K
|
100
$18K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 11.48% |
$2.34K - $2.57K
|
108
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 37.5% |
$2.51K - $2.76K
|
25
$4.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-15- 1.16% |
$2.51K - $2.76K
|
1.28K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-15- 0.11% |
$2.51K - $2.76K
|
13.4K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-18- 1.17% |
$3.01K - $3.31K
|
1.52K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-20- 0.93% |
$3.34K - $3.68K
|
2.12K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23- 0.19% |
$3.85K - $4.23K
|
11.8K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-25- 0.73% |
$4.18K - $4.6K
|
3.42K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26- 2.14% |
$4.35K - $4.78K
|
1.19K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-26- 2.08% |
$4.35K - $4.78K
|
1.22K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-26- 39.39% |
$4.35K - $4.78K
|
40
$7.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-27- 0.66% |
$4.52K - $4.96K
|
4.05K
$729K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-27- 0.3% |
$4.52K - $4.96K
|
9K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-35- 3.11% |
$5.85K - $6.43K
|
1.09K
$196K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-38- 26.21% |
$6.35K - $6.99K
|
107
$19.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-39- 0.35% |
$6.52K - $7.17K
|
11K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-40- 0.36% |
$6.69K - $7.35K
|
11.2K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.59% |
$6.86K - $7.54K
|
2.53K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 2.3% |
$7.53K - $8.27K
|
1.91K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-47- 2.81% |
$7.86K - $8.64K
|
1.62K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-47- 1.13% |
$7.86K - $8.64K
|
4.11K
$739K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-48- 0.63% |
$8.03K - $8.82K
|
7.6K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-50- 2.27% |
$8.36K - $9.19K
|
2.15K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-51- 1.02% |
$8.53K - $9.38K
|
4.96K
$892K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 30.11% |
$8.86K - $9.74K
|
123
$22.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-53- 2.14% |
$8.86K - $9.74K
|
2.42K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-55- 3.12% |
$9.2K - $10.1K
|
1.71K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-60- 50.0% |
$10K - $11K
|
60
$10.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-65- 1.3% |
$10.9K - $11.9K
|
4.92K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-69- 3.79% |
$11.5K - $12.7K
|
1.75K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69- 4.49% |
$11.5K - $12.7K
|
1.47K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-70- 1.88% |
$11.7K - $12.9K
|
3.66K
$658K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-74- 1.26% |
$12.4K - $13.6K
|
5.78K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 2.91% |
$12.5K - $13.8K
|
2.51K
$451K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-78- 4.07% |
$13K - $14.3K
|
1.84K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-84- 6.27% |
$14K - $15.4K
|
1.26K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-85- 1.65% |
$14.2K - $15.6K
|
5.06K
$910K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-102- 6.28% |
$17.1K - $18.8K
|
1.52K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-104- 3.01% |
$17.4K - $19.1K
|
3.36K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-106- 1.1% |
$17.7K - $19.5K
|
9.49K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-108- 3.59% |
$18.1K - $19.9K
|
2.9K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-124- 3.16% |
$20.7K - $22.8K
|
3.81K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-126- 5.44% |
$21.1K - $23.2K
|
2.19K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-144- 9.22% |
$24.1K - $26.5K
|
1.42K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-146- 1.09% |
$24.4K - $26.8K
|
13.3K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-146- 10.67% |
$24.4K - $26.8K
|
1.22K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-146- 0.66% |
$24.4K - $26.8K
|
22K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-151- 4.1% |
$25.3K - $27.8K
|
3.53K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-154- 7.52% |
$25.8K - $28.3K
|
1.9K
$341K
|