Latest Institutional Transactions on Assurant, Inc. (AIZ)
This table provides information on the latest institutional transactions involving Assurant, Inc. (AIZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-135- 10.71% |
$25.2K - $30.9K
|
1.13K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.13KNew |
$211K - $259K
|
1.13K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 1.69% |
$373 - $457
|
116
$24.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
32+ 1.64% |
$5.97K - $7.32K
|
1.99K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 12.5% |
$373 - $457
|
14
$2.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
305+ 1.04% |
$56.9K - $69.7K
|
29.5K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- 0.24% |
$1.68K - $2.06K
|
3.79K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-59.2K- 97.57% |
$11M - $13.5M
|
1.47K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 1.16% |
$373 - $457
|
171
$36.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 6.67% |
$373 - $457
|
28
$5.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14+ 82.35% |
$2.61K - $3.2K
|
31
$6.56K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-9- 0.11% |
$1.68K - $2.06K
|
8.11K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4+ 12.5% |
$746 - $915
|
36
$7.62K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 4.94% |
$746 - $915
|
85
$18K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-117- 0.08% |
$21.8K - $26.8K
|
150K
$31.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-335- 10.4% |
$62.5K - $76.6K
|
2.89K
$611K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9+ 0.74% |
$1.68K - $2.06K
|
1.22K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-329- 7.41% |
$61.4K - $75.2K
|
4.11K
$870K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.18K- 12.81% |
$220K - $269K
|
8.01K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.19KNew |
$222K - $273K
|
1.19K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-7- 3.35% |
$1.31K - $1.6K
|
202
$42.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21- 2.07% |
$3.92K - $4.8K
|
995
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-225- 8.66% |
$42K - $51.5K
|
2.37K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.62KNew |
$489K - $599K
|
2.62K
$555K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$2.56M - $3.14M
|
13.7K
$2.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-416- 25.87% |
$77.6K - $95.1K
|
1.19K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-90.5K- 77.34% |
$16.9M - $20.7M
|
26.5K
$5.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 27.77% |
$263K - $323K
|
6.49K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-391- 14.61% |
$73K - $89.4K
|
2.29K
$483K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
183+ 0.59% |
$34.1K - $41.8K
|
31.2K
$6.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
862New |
$161K - $197K
|
862
$182K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.52K+ 59.98% |
$283K - $347K
|
4.05K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3.5K+ 6.93% |
$653K - $800K
|
54K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
571+ 5.41% |
$107K - $131K
|
11.1K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11New |
$2.05K - $2.52K
|
11
$2.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.89% |
$2.05K - $2.52K
|
1.24K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$187 - $229
|
1
$212
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
4.62KNew |
$863K - $1.06M
|
4.62K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$746 - $915
|
4
$846
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48+ 1.08% |
$8.96K - $11K
|
4.5K
$952K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-63- 10.14% |
$11.8K - $14.4K
|
558
$118K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-135K- 16.95% |
$25.2M - $30.9M
|
663K
$140M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
1K+ 16.67% |
$187K - $229K
|
7K
$1.48M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.13K- 52.31% |
$211K - $258K
|
1.03K
$218K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
376+ 34.28% |
$70.2K - $86K
|
1.47K
$312K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.9K+ 16.99% |
$4.01M - $4.98M
|
171K
$36.3M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-97- 0.85% |
$15.6K - $19.4K
|
11.4K
$2.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-237K- 97.49% |
$38.3M - $47.5M
|
6.11K
$1.29M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.95KNew |
$476K - $590K
|
2.95K
$624K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.23KNew |
$198K - $245K
|
1.23K
$260K
|
|