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 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
437+ 133.23% |
$81.5K - $99.9K
|
765
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-18- 1.09% |
$3.36K - $4.12K
|
1.64K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.19K- 0.26% |
$221K - $271K
|
448K
$84.7M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.71% |
$18.7K - $22.9K
|
14K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.86K- 1.5% |
$347K - $426K
|
122K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-1.88K- 19.37% |
$351K - $430K
|
7.83K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.33KNew |
$621K - $761K
|
3.33K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$373 - $457
|
2
$378
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
37+ 39.36% |
$6.9K - $8.46K
|
131
$24.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 23.53% |
$2.24K - $2.74K
|
39
$7.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-217- 8.44% |
$40.5K - $49.6K
|
2.36K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.0% |
$27.8K - $34.1K
|
15K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15- 53.57% |
$2.8K - $3.43K
|
13
$2.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-325- 4.57% |
$60.6K - $74.3K
|
6.78K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
$3.33M - $4.09M
|
17.9K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 52.94% |
$1.68K - $2.06K
|
26
$4.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
213+ 6.85% |
$39.7K - $48.7K
|
3.32K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.1KNew |
$10.8M - $13.3M
|
58.1K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 4.96% |
$2.24K - $2.74K
|
254
$48K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
144K+ 378802.62% |
$26.9M - $32.9M
|
144K
$27.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
14+ 37.84% |
$2.61K - $3.2K
|
51
$9.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-235- 3.68% |
$43.9K - $53.7K
|
6.14K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.74KNew |
$325K - $398K
|
1.74K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-4- 0.11% |
$746 - $915
|
3.59K
$679K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
290+ 34.98% |
$54.1K - $66.3K
|
1.12K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 4.27% |
$1.68K - $2.06K
|
220
$41.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
75+ 127.12% |
$14K - $17.2K
|
134
$25.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
103+ 219.15% |
$19.2K - $23.6K
|
150
$28.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.72K- 63.78% |
$321K - $393K
|
976
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.5K- 5.26% |
$280K - $343K
|
27K
$5.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.28KNew |
$984K - $1.21M
|
5.28K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.73% |
$1.31K - $1.6K
|
949
$179K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.05K+ 24.91% |
$196K - $241K
|
5.28K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2New |
$373 - $457
|
2
$378
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
1.56KNew |
$291K - $356K
|
1.56K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.21K+ 23.23% |
$412K - $505K
|
11.7K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-362- 3.55% |
$67.5K - $82.8K
|
9.83K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6+ 0.52% |
$1.12K - $1.37K
|
1.15K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-50- 1.12% |
$9.33K - $11.4K
|
4.4K
$831K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.15K+ 75.01% |
$589K - $721K
|
7.36K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-513- 3.98% |
$95.7K - $117K
|
12.4K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-58- 3.63% |
$10.8K - $13.3K
|
1.54K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
2.32KNew |
$433K - $530K
|
2.32K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-49- 1.36% |
$9.14K - $11.2K
|
3.56K
$673K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-34.8K- 27.92% |
$6.5M - $7.97M
|
89.9K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-666- 3.52% |
$124K - $152K
|
18.3K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 7.55% |
$746 - $915
|
57
$10.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
70.8KNew |
$13.2M - $16.2M
|
70.8K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-520- 2.93% |
$97K - $119K
|
17.2K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-54- 5.31% |
$10.1K - $12.3K
|
963
$182K
|