Latest Institutional Purchases of Assurant, Inc. (AIZ)
This list provides information on the latest institutional transactions involving Assurant, Inc. (AIZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.66KNew |
$147K - $1.18M
|
6.66K
$1.51M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.46K+ 34.95% |
$98.2K - $792K
|
17.2K
$3.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4KNew |
$88K - $710K
|
4K
$905K
|
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
2.58KNew |
$56.7K - $458K
|
2.58K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.32K+ 3.03% |
$29.1K - $234K
|
44.9K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
BUY
|
- |
600+ 8.96% |
$13.2K - $106K
|
7.3K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
410+ 1.8% |
$9.02K - $72.8K
|
23.2K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
170+ 25.37% |
$3.74K - $30.2K
|
840
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
118+ 0.79% |
$2.6K - $20.9K
|
15.1K
$3.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$506 - $4.08K
|
23
$5.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$440 - $3.55K
|
20
$4.52K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$176 - $1.42K
|
8
$1.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6New |
$132 - $1.06K
|
6
$1.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4New |
$88 - $710
|
4
$905
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
53.4KNew |
$9.03M - $10.3M
|
53.4K
$12.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
17KNew |
$2.87M - $3.28M
|
17K
$3.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$1.69M - $1.93M
|
10K
$2.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
9.87K+ 429.65% |
$1.67M - $1.91M
|
12.2K
$2.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
7.79KNew |
$1.32M - $1.5M
|
7.79K
$1.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.78KNew |
$1.31M - $1.5M
|
7.78K
$1.76M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 69.04% |
$609K - $695K
|
8.81K
$1.99M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.1KNew |
$525K - $599K
|
3.1K
$702K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.91KNew |
$492K - $562K
|
2.91K
$658K
|
|
|
Jul 26, 2022
Q2 2022
|
Ninepoint Partners LP
|
BUY
|
- |
2.4KNew |
$406K - $464K
|
2.4K
$543K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$400K - $457K
|
2.37K
$535K
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.1K+ 79.39% |
$354K - $405K
|
4.73K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.3KNew |
$220K - $252K
|
1.3K
$295K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
719+ 133.15% |
$122K - $139K
|
1.26K
$285K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
444New |
$75.1K - $85.7K
|
444
$100K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
420New |
$71K - $81.1K
|
420
$95K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
200New |
$33.8K - $38.6K
|
200
$45.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
163New |
$27.6K - $31.5K
|
163
$36.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
129+ 6.82% |
$21.8K - $24.9K
|
2.02K
$457K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
125New |
$21.1K - $24.1K
|
125
$28.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
40New |
$6.76K - $7.72K
|
40
$9.05K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 20.83% |
$1.69K - $1.93K
|
58
$13.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$676 - $772
|
4
$905
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$169 - $193
|
1
$226
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
13.2KNew |
$1.94M - $2.44M
|
13.2K
$2.99M
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
1.79KNew |
$263K - $330K
|
1.79K
$405K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44New |
$6.47K - $8.12K
|
44
$9.95K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
36+ 2.01% |
$5.29K - $6.64K
|
1.83K
$414K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
8K+ 6.21% |
$1.18M - $1.32M
|
137K
$30.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
370New |
$54.6K - $61.3K
|
370
$83.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
55New |
$8.12K - $9.11K
|
55
$12.4K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$1.51M - $1.71M
|
10K
$2.26M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$284K - $321K
|
1.88K
$424K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
83New |
$12.6K - $14.2K
|
83
$18.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
33New |
$5K - $5.65K
|
33
$7.46K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.39KNew |
$198K - $227K
|
1.39K
$314K
|
|