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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
305+ 9.3% |
$50.3K - $57.1K
|
3.59K
$751K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-220K- 4.19% |
$36.2M - $41.1M
|
5.02M
$1.05B
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-35- 71.43% |
$5.77K - $6.55K
|
14
$2.93K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5- 6.33% |
$824 - $936
|
74
$15.5K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 13.56% |
$1.32K - $1.5K
|
67
$14K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$49.4K - $56.2K
|
300
$62.8K
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
13.2KNew |
$2.18M - $2.48M
|
13.2K
$2.77M
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-71- 0.89% |
$11.7K - $13.3K
|
7.87K
$1.65M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 31.25% |
$824 - $936
|
11
$2.3K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-759- 3.64% |
$125K - $142K
|
20.1K
$4.21M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$989 - $1.12K
|
6
$1.26K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
29.1KNew |
$4.8M - $5.45M
|
29.1K
$6.1M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$3.3K - $3.74K
|
20
$4.19K
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-650- 15.51% |
$107K - $122K
|
3.54K
$742K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$989 - $1.12K
|
6
$1.26K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$330 - $374
|
13
$2.72K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
186New |
$30.7K - $34.8K
|
186
$39K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 4.65% |
$330 - $374
|
45
$9.42K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-425- 25.63% |
$70K - $79.6K
|
1.23K
$258K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
305New |
$50.3K - $57.1K
|
305
$63.9K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
481New |
$79.3K - $90.1K
|
481
$101K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5+ 0.25% |
$824 - $936
|
1.98K
$415K
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.33KNew |
$713K - $810K
|
4.33K
$906K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.7KNew |
$444K - $505K
|
2.7K
$565K
|
|
Q1 2024 | |||||||
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-139- 2.14% |
$22.7K - $26.2K
|
6.35K
$1.33M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-75Closed |
$12.2K - $14.1K
|
0
$0
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$327 - $376
|
2
$419
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 33.33% |
$163 - $188
|
2
$419
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$653 - $753
|
4
$838
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
869+ 28.62% |
$142K - $164K
|
3.91K
$818K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-47- 2.2% |
$7.68K - $8.85K
|
2.09K
$439K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
867+ 49.94% |
$142K - $163K
|
2.6K
$545K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.78K+ 75.41% |
$454K - $523K
|
6.46K
$1.35M
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.2K+ 12.93% |
$196K - $226K
|
10.5K
$2.2M
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-1.5K- 2.0% |
$245K - $282K
|
73.3K
$15.4M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.12KNew |
$183K - $211K
|
1.12K
$235K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-201- 1.46% |
$32.8K - $37.8K
|
13.6K
$2.85M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
35New |
$5.72K - $6.59K
|
35
$7.33K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.97K+ 3.28% |
$647K - $746K
|
125K
$26.1M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-220- 6.85% |
$35.9K - $41.4K
|
2.99K
$627K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.45KNew |
$1.54M - $1.78M
|
9.45K
$1.98M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.18KNew |
$192K - $221K
|
1.18K
$246K
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-429- 16.37% |
$70.1K - $80.8K
|
2.19K
$459K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.95K- 12.85% |
$318K - $367K
|
13.2K
$2.77M
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-359- 19.66% |
$58.6K - $67.6K
|
1.47K
$307K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
355+ 19.73% |
$58K - $66.8K
|
2.15K
$451K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
196+ 1.77% |
$32K - $36.9K
|
11.3K
$2.36M
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.15K- 75.54% |
$187K - $216K
|
371
$77.7K
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.25KNew |
$205K - $236K
|
1.25K
$263K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.96KNew |
$484K - $558K
|
2.96K
$621K
|