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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.1K- 12.3% |
$2.71M - $3.19M
|
107K
$22.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
655+ 9.78% |
$118K - $139K
|
7.35K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
525+ 1.96% |
$94.4K - $111K
|
27.3K
$5.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.74% |
$18K - $21.2K
|
2.57K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
122New |
$21.9K - $25.8K
|
122
$25.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
136+ 1133.33% |
$24.4K - $28.8K
|
148
$31K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
570+ 13.51% |
$102K - $121K
|
4.79K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.27K+ 14.1% |
$228K - $268K
|
10.3K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
87+ 6.1% |
$15.6K - $18.4K
|
1.51K
$317K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$539 - $635
|
3
$628
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-52- 34.9% |
$9.35K - $11K
|
97
$20.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-103K- 16.69% |
$18.5M - $21.8M
|
515K
$108M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.26KNew |
$226K - $266K
|
1.26K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-116- 0.43% |
$20.8K - $24.5K
|
26.8K
$5.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3- 0.17% |
$539 - $635
|
1.76K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-150- 2.52% |
$27K - $31.7K
|
5.81K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-10- 0.81% |
$1.8K - $2.12K
|
1.22K
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-16- 1.52% |
$2.88K - $3.38K
|
1.04K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-63- 22.34% |
$11.3K - $13.3K
|
219
$45.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-53.4K- 12.64% |
$9.6M - $11.3M
|
369K
$77.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-215- 3.05% |
$38.6K - $45.5K
|
6.82K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-41- 29.71% |
$7.37K - $8.67K
|
97
$20.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.57K- 48.93% |
$462K - $543K
|
2.68K
$561K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-17- 0.03% |
$3.06K - $3.6K
|
49.5K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.7K- 18.59% |
$1.93M - $2.27M
|
47K
$9.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
496+ 4.22% |
$89.1K - $105K
|
12.2K
$2.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.37K- 42.34% |
$426K - $502K
|
3.23K
$677K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 5.91% |
$7.73K - $9.1K
|
771
$161K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-84- 3.44% |
$15.1K - $17.8K
|
2.36K
$494K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$899 - $1.06K
|
5
$1.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$1.08K - $1.27K
|
6
$1.26K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.7KNew |
$306K - $360K
|
1.7K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.65K- 35.87% |
$657K - $773K
|
6.53K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.05K+ 24.63% |
$727K - $856K
|
20.5K
$4.29M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-25- 0.6% |
$4.49K - $5.29K
|
4.13K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-376- 20.22% |
$67.6K - $79.5K
|
1.48K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
183+ 2.45% |
$32.9K - $38.7K
|
7.66K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-503- 12.11% |
$90.4K - $106K
|
3.65K
$765K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-106- 16.67% |
$19.1K - $22.4K
|
530
$111K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123+ 15.19% |
$22.1K - $26K
|
933
$195K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-1.66K- 31.37% |
$298K - $351K
|
3.63K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
31+ 83.78% |
$5.57K - $6.56K
|
68
$14.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 2.96% |
$719 - $846
|
139
$29.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-22- 1.65% |
$3.95K - $4.65K
|
1.31K
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-237- 83.45% |
$42.6K - $50.1K
|
47
$9.84K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-7.26K- 40.87% |
$1.3M - $1.54M
|
10.5K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7.03K+ 70.4% |
$1.26M - $1.49M
|
17K
$3.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 3.57% |
$18K - $21.2K
|
2.7K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
95+ 193.88% |
$17.1K - $20.1K
|
144
$30.2K
|