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, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.6K- 29.26% |
$647K - $761K
|
8.7K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 34.15% |
$2.52K - $2.96K
|
27
$5.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
63+ 8.56% |
$11.3K - $13.3K
|
799
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
879+ 9.99% |
$158K - $186K
|
9.68K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-464- 33.02% |
$83.4K - $98.2K
|
941
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49+ 3.81% |
$8.81K - $10.4K
|
1.34K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
34New |
$6.11K - $7.19K
|
34
$7.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
333New |
$59.9K - $70.4K
|
333
$69.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-14- 0.86% |
$2.52K - $2.96K
|
1.62K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79+ 27.34% |
$14.2K - $16.7K
|
368
$77.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
64+ 3.02% |
$11.5K - $13.5K
|
2.18K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.96KNew |
$533K - $627K
|
2.96K
$621K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-261K- 44.93% |
$46.9M - $55.3M
|
320K
$67.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lyrical Asset Management LP
New York, NY |
SELL
|
- |
-77.4K- 10.82% |
$13.9M - $16.4M
|
638K
$134M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-354- 93.65% |
$63.6K - $74.9K
|
24
$5.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 5.62% |
$320K - $377K
|
29.9K
$6.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1K- 3.25% |
$180K - $212K
|
29.8K
$6.24M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.05K- 24.51% |
$727K - $856K
|
12.5K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.49K- 8.02% |
$1.71M - $2.01M
|
109K
$22.8M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
27.2K+ 31.14% |
$4.88M - $5.75M
|
114K
$24M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24+ 1.5% |
$4.31K - $5.08K
|
1.63K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-119- 17.87% |
$21.4K - $25.2K
|
547
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
101K+ 15.52% |
$18.1M - $21.3M
|
749K
$157M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
35.6K+ 19649.17% |
$6.39M - $7.52M
|
35.7K
$7.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.3K- 24.09% |
$593K - $698K
|
10.4K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.11K- 49.73% |
$739K - $870K
|
4.15K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.04K+ 1.35% |
$1.09M - $1.28M
|
455K
$95.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
29+ 0.04% |
$5.21K - $6.14K
|
68.5K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$1.9M - $2.23M
|
10.5K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.81K- 5.88% |
$504K - $593K
|
44.9K
$9.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15- 2.9% |
$2.7K - $3.17K
|
502
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
964+ 5.07% |
$173K - $204K
|
20K
$4.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-76K- 41.92% |
$13.7M - $16.1M
|
105K
$22M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54K+ 1465.71% |
$277K - $326K
|
1.64K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
68+ 5.91% |
$12.2K - $14.4K
|
1.22K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-198- 2.21% |
$35.6K - $41.9K
|
8.77K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
216+ 23.79% |
$38.8K - $45.7K
|
1.12K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-83- 46.89% |
$14.9K - $17.6K
|
94
$19.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-3.68K- 2.75% |
$661K - $779K
|
130K
$27.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-4.64K- 7.78% |
$834K - $982K
|
55K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.37KNew |
$426K - $501K
|
2.37K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19- 1.32% |
$3.41K - $4.02K
|
1.42K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-26- 35.62% |
$4.67K - $5.5K
|
47
$9.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.95K- 2.81% |
$350K - $412K
|
67.5K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-37.3K- 52.57% |
$6.7M - $7.89M
|
33.6K
$7.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14.9K- 90.03% |
$2.68M - $3.15M
|
1.65K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$1.8K - $2.12K
|
20
$4.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
212+ 4.56% |
$38.1K - $44.9K
|
4.86K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-501- 16.04% |
$90K - $106K
|
2.62K
$549K
|