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 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
20New |
$3.98K - $4.37K
|
20
$4.19K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$199 - $219
|
1
$209
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-108- 44.63% |
$21.5K - $23.6K
|
134
$28.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-1.5K- 19.17% |
$298K - $328K
|
6.33K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 28.57% |
$398 - $437
|
9
$1.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 42.86% |
$597 - $656
|
4
$838
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12- 0.53% |
$2.39K - $2.62K
|
2.26K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-418- 74.91% |
$83.1K - $91.4K
|
140
$29.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56New |
$11.1K - $12.2K
|
56
$11.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6- 31.58% |
$1.19K - $1.31K
|
13
$2.72K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.1K- 10.14% |
$418K - $459K
|
18.6K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$398 - $437
|
2
$419
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.5K- 10.19% |
$1.09M - $1.2M
|
48.5K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.7K+ 13.08% |
$338K - $372K
|
14.7K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
107+ 8.61% |
$21.3K - $23.4K
|
1.35K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-43- 22.75% |
$8.55K - $9.4K
|
146
$30.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 200.0% |
$1.59K - $1.75K
|
12
$2.51K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5- 1.13% |
$995 - $1.09K
|
436
$91.3K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$746 - $915
|
4
$838
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
13.2KNew |
$2.46M - $3.01M
|
13.2K
$2.76M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
62New |
$11.6K - $14.2K
|
62
$13K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$4.11K - $5.03K
|
22
$4.61K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
235New |
$43.9K - $53.7K
|
235
$49.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1.1KNew |
$205K - $252K
|
1.1K
$230K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-38- 0.99% |
$7.09K - $8.69K
|
3.81K
$798K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.26KNew |
$236K - $289K
|
1.26K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.7K- 16.71% |
$5.17M - $6.33M
|
138K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-10.2K- 50.99% |
$1.91M - $2.33M
|
9.81K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
8.6KNew |
$1.6M - $1.97M
|
8.6K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.7KNew |
$691K - $846K
|
3.7K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-41- 3.71% |
$7.65K - $9.38K
|
1.06K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.57K+ 285.35% |
$480K - $588K
|
3.47K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
300+ 50.0% |
$56K - $68.6K
|
900
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-1K- 25.0% |
$187K - $229K
|
3K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$692K - $848K
|
3.71K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-7.26K- 50.55% |
$1.35M - $1.66M
|
7.1K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
497New |
$92.7K - $114K
|
497
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.03KNew |
$379K - $464K
|
2.03K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-200- 11.95% |
$37.3K - $45.7K
|
1.47K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
133+ 81.6% |
$24.8K - $30.4K
|
296
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
438New |
$81.7K - $100K
|
438
$91.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3New |
$560 - $686
|
3
$628
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
944New |
$176K - $216K
|
944
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-8.37K- 20.25% |
$1.56M - $1.91M
|
32.9K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.74KNew |
$325K - $398K
|
1.74K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23- 0.6% |
$4.29K - $5.26K
|
3.81K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
400New |
$74.6K - $91.5K
|
400
$83.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$373 - $457
|
2
$419
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
7.08KNew |
$1.32M - $1.62M
|
7.08K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
27New |
$5.04K - $6.17K
|
27
$5.65K
|
|