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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6- 31.58% |
$1.19K - $1.31K
|
13
$2.46K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
118+ 10.49% |
$23.5K - $25.8K
|
1.24K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.1K- 10.14% |
$418K - $459K
|
18.6K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 370.85% |
$2.79M - $3.07M
|
17.8K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$398 - $437
|
2
$378
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
947+ 5.8% |
$188K - $207K
|
17.3K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-54- 0.04% |
$10.7K - $11.8K
|
150K
$28.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
101+ 1.67% |
$20.1K - $22.1K
|
6.14K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.5K- 10.19% |
$1.09M - $1.2M
|
48.5K
$9.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.2K+ 29.61% |
$239K - $262K
|
5.25K
$992K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
872+ 1.63% |
$173K - $191K
|
54.3K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.9K+ 672.69% |
$1.97M - $2.17M
|
11.4K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.7K+ 13.08% |
$338K - $372K
|
14.7K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-22.2K- 83.65% |
$4.42M - $4.85M
|
4.34K
$820K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
624New |
$124K - $136K
|
624
$118K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.19K+ 138.52% |
$238K - $261K
|
2.06K
$389K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.24% |
$199 - $219
|
426
$80.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
91+ 4.58% |
$18.1K - $19.9K
|
2.08K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
23+ 1.5% |
$4.58K - $5.03K
|
1.56K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-375- 14.31% |
$74.6K - $82K
|
2.25K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
39+ 108.33% |
$7.76K - $8.53K
|
75
$14.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 32.3% |
$417K - $459K
|
8.59K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-794- 9.91% |
$158K - $174K
|
7.22K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
107+ 8.61% |
$21.3K - $23.4K
|
1.35K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.24% |
$4.38K - $4.81K
|
701
$132K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.36K+ 49.13% |
$668K - $734K
|
10.2K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 31.71% |
$2.59K - $2.84K
|
28
$5.29K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-562- 4.1% |
$112K - $123K
|
13.2K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-307K- 99.52% |
$61M - $67.1M
|
1.47K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 0.37% |
$597 - $656
|
822
$155K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$597 - $656
|
3
$567
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-24- 0.3% |
$4.77K - $5.25K
|
8.09K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
16.4KNew |
$3.27M - $3.59M
|
16.4K
$3.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
658+ 5.92% |
$131K - $144K
|
11.8K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
214+ 17.95% |
$42.6K - $46.8K
|
1.41K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-43- 22.75% |
$8.55K - $9.4K
|
146
$27.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
57+ 211.11% |
$11.3K - $12.5K
|
84
$15.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 11.11% |
$199 - $219
|
10
$1.89K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10+ 0.13% |
$1.99K - $2.19K
|
7.48K
$1.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
141+ 11.83% |
$28K - $30.8K
|
1.33K
$252K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.3K+ 9.48% |
$2.04M - $2.24M
|
118K
$22.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1Closed |
$199 - $219
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 30.51% |
$3.58K - $3.94K
|
41
$7.75K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 200.0% |
$1.59K - $1.75K
|
12
$2.27K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5- 1.13% |
$995 - $1.09K
|
436
$82.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23New |
$4.58K - $5.03K
|
23
$4.35K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 8.24% |
$1.39K - $1.53K
|
92
$17.4K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
62New |
$11.6K - $14.2K
|
62
$11.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
63.3KNew |
$11.8M - $14.5M
|
63.3K
$12M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
237+ 16.53% |
$44.2K - $54.2K
|
1.67K
$316K
|
|