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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.31KNew |
$871K - $1.13M
|
7.31K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3.74K- 19.75% |
$446K - $578K
|
15.2K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
190New |
$22.6K - $29.3K
|
190
$36.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
208+ 1094.74% |
$24.8K - $32.1K
|
227
$43.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$119 - $154
|
1
$191
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.63K+ 76.21% |
$552K - $715K
|
10.7K
$2.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$551K - $713K
|
4.62K
$881K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
951+ 20.17% |
$113K - $147K
|
5.67K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24- 32.43% |
$2.86K - $3.71K
|
50
$9.54K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.25KNew |
$387K - $502K
|
3.25K
$620K
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-98.5K- 95.33% |
$11.7M - $15.2M
|
4.82K
$921K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
284+ 11.02% |
$33.9K - $43.9K
|
2.86K
$546K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
113New |
$13.5K - $17.5K
|
113
$21.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
29+ 1.82% |
$3.46K - $4.48K
|
1.62K
$310K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67+ 3.69% |
$7.99K - $10.3K
|
1.88K
$359K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-4- 18.18% |
$477 - $618
|
18
$3.43K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
125New |
$14.9K - $19.3K
|
125
$23.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.37KNew |
$164K - $212K
|
1.37K
$262K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-23- 8.95% |
$2.74K - $3.55K
|
234
$44.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5.19KNew |
$619K - $802K
|
5.19K
$991K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.07K - $1.39K
|
9
$1.72K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.19KNew |
$380K - $493K
|
3.19K
$609K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69KNew |
$321K - $416K
|
2.69K
$514K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5New |
$596 - $772
|
5
$954
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
57New |
$6.79K - $8.8K
|
57
$10.9K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-848- 32.24% |
$18.7K - $151K
|
1.78K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
410+ 1.8% |
$9.02K - $72.8K
|
23.2K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
118+ 0.79% |
$2.6K - $20.9K
|
15.1K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4New |
$88 - $710
|
4
$763
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
170+ 25.37% |
$3.74K - $30.2K
|
840
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
237K+ 322.11% |
$5.21M - $42M
|
310K
$59.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.32K+ 3.03% |
$29.1K - $234K
|
44.9K
$8.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-122- 8.06% |
$2.68K - $21.7K
|
1.39K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-2.36K- 22.78% |
$51.9K - $418K
|
7.99K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6New |
$132 - $1.06K
|
6
$1.14K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.58% |
$814 - $6.57K
|
2.3K
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.4K- 73.39% |
$96.8K - $781K
|
1.6K
$305K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$234K - $1.89M
|
10.6K
$2.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4KNew |
$88K - $710K
|
4K
$763K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$440 - $3.55K
|
20
$3.82K
|
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
2.58KNew |
$56.7K - $458K
|
2.58K
$492K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-192- 7.26% |
$4.22K - $34.1K
|
2.45K
$468K
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
BUY
|
- |
600+ 8.96% |
$13.2K - $106K
|
7.3K
$1.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.46K+ 34.95% |
$98.2K - $792K
|
17.2K
$3.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$176 - $1.42K
|
8
$1.53K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.66KNew |
$147K - $1.18M
|
6.66K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$506 - $4.08K
|
23
$4.39K
|
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
BUY
|
- |
47.7K+ 20.6% |
$1.05M - $8.47M
|
279K
$53.3M
|
|
|
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
$2.29K
|
|