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 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.19KNew |
$380K - $493K
|
3.19K
$669K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69KNew |
$321K - $416K
|
2.69K
$565K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5New |
$596 - $772
|
5
$1.05K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
57New |
$6.79K - $8.8K
|
57
$11.9K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-848- 32.24% |
$18.7K - $151K
|
1.78K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
410+ 1.8% |
$9.02K - $72.8K
|
23.2K
$4.87M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
118+ 0.79% |
$2.6K - $20.9K
|
15.1K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4New |
$88 - $710
|
4
$838
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
21.1KNew |
$464K - $3.74M
|
21.1K
$4.42M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
170+ 25.37% |
$3.74K - $30.2K
|
840
$176K
|
|
Nov 14, 2022
Q3 2022
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
237K+ 322.11% |
$5.21M - $42M
|
310K
$65.1M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.32K+ 3.03% |
$29.1K - $234K
|
44.9K
$9.41M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-122- 8.06% |
$2.68K - $21.7K
|
1.39K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-2.36K- 22.78% |
$51.9K - $418K
|
7.99K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-3.21K- 21.55% |
$70.6K - $570K
|
11.7K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6New |
$132 - $1.06K
|
6
$1.26K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.58% |
$814 - $6.57K
|
2.3K
$482K
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.4K- 73.39% |
$96.8K - $781K
|
1.6K
$335K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$234K - $1.89M
|
10.6K
$2.23M
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4KNew |
$88K - $710K
|
4K
$838K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$440 - $3.55K
|
20
$4.19K
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
2.58KNew |
$56.7K - $458K
|
2.58K
$540K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-192- 7.26% |
$4.22K - $34.1K
|
2.45K
$514K
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
BUY
|
- |
600+ 8.96% |
$13.2K - $106K
|
7.3K
$1.53M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.46K+ 34.95% |
$98.2K - $792K
|
17.2K
$3.61M
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$176 - $1.42K
|
8
$1.68K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.66KNew |
$147K - $1.18M
|
6.66K
$1.4M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$506 - $4.08K
|
23
$4.82K
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
BUY
|
- |
47.7K+ 20.6% |
$1.05M - $8.47M
|
279K
$58.5M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-12.8KClosed |
$281K - $2.27M
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-35- 74.47% |
$770 - $6.21K
|
12
$2.52K
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-110- 3.16% |
$2.42K - $19.5K
|
3.37K
$707K
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-242- 11.83% |
$5.32K - $43K
|
1.8K
$378K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-433- 4.23% |
$9.53K - $76.9K
|
9.79K
$2.05M
|
|
Q2 2022 | |||||||
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 69.04% |
$609K - $695K
|
8.81K
$1.85M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-24Closed |
$4.06K - $4.63K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.21KClosed |
$205K - $234K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20Closed |
$3.38K - $3.86K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.44KClosed |
$243K - $278K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-50.4KClosed |
$8.51M - $9.72M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
40New |
$6.76K - $7.72K
|
40
$8.38K
|
|
Aug 15, 2022
Q2 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$400K - $457K
|
2.37K
$496K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-150Closed |
$25.4K - $29K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$1.69M - $1.93M
|
10K
$2.1M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
9.87K+ 429.65% |
$1.67M - $1.91M
|
12.2K
$2.55M
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.91KNew |
$492K - $562K
|
2.91K
$610K
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11- 0.23% |
$1.86K - $2.12K
|
4.75K
$996K
|
|
Aug 12, 2022
Q2 2022
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-14.8KClosed |
$2.5M - $2.86M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
7.79KNew |
$1.32M - $1.5M
|
7.79K
$1.63M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
53.4KNew |
$9.03M - $10.3M
|
53.4K
$11.2M
|