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 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-188Closed |
$26.8K - $30.7K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-20Closed |
$2.85K - $3.27K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Paradice Investment Management LLC
|
SELL
|
- |
-58.3KClosed |
$8.3M - $9.53M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-11Closed |
$1.57K - $1.8K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2Closed |
$285 - $327
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-6Closed |
$854 - $981
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-9.5KClosed |
$1.17M - $1.37M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.23KClosed |
$151K - $178K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-14.9KClosed |
$1.83M - $2.16M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-32.4KClosed |
$3.98M - $4.69M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-6.05KClosed |
$743K - $876K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-6.2KClosed |
$761K - $897K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-565KClosed |
$69.3M - $81.7M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-263KClosed |
$32.3M - $38.1M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-8.18KClosed |
$1M - $1.18M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-48KClosed |
$5.89M - $6.95M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-28.1KClosed |
$3.45M - $4.07M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-300Closed |
$36.8K - $43.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
92New |
$11.3K - $13.3K
|
92
$19.3K
|
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.96KClosed |
$364K - $428K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3.14KClosed |
$385K - $454K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-314Closed |
$38.5K - $45.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-854Closed |
$105K - $124K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-717Closed |
$88K - $104K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-737Closed |
$90.5K - $107K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-838Closed |
$103K - $121K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-88Closed |
$10.8K - $12.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8Closed |
$982 - $1.16K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.55KClosed |
$191K - $225K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
379New |
$46.5K - $54.8K
|
379
$79.4K
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-75- 75.0% |
$9.21K - $10.9K
|
25
$5.24K
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-48Closed |
$5.89K - $6.95K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11K- 99.97% |
$1.32M - $1.52M
|
3
$629
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.59KNew |
$191K - $220K
|
1.59K
$332K
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
400New |
$48.3K - $55.4K
|
400
$83.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-9.13KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.53KNew |
$184K - $211K
|
1.53K
$320K
|
|
|
Feb 16, 2021
Q4 2020
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.99KClosed |
$602K - $691K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.67KClosed |
$322K - $370K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-167Closed |
$20.2K - $23.1K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
36New |
$4.34K - $4.99K
|
36
$7.55K
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-922Closed |
$111K - $128K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-45Closed |
$5.43K - $6.24K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
160New |
$19.3K - $22.2K
|
160
$33.5K
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-35- 97.22% |
$4.22K - $4.85K
|
1
$210
|
|
|
Jan 27, 2021
Q4 2020
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-17Closed |
$2.05K - $2.36K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-8.31KClosed |
$1M - $1.15M
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-148Closed |
$17.9K - $20.5K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
4.17KNew |
$503K - $578K
|
4.17K
$874K
|
|