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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 5.91% |
$7.73K - $9.1K
|
771
$161K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
42+ 6.73% |
$7.55K - $8.89K
|
666
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
41+ 0.24% |
$7.37K - $8.67K
|
16.9K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
34New |
$6.11K - $7.19K
|
34
$7.12K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
31+ 83.78% |
$5.57K - $6.56K
|
68
$14.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
30+ 0.14% |
$5.39K - $6.35K
|
21.2K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
29New |
$5.21K - $6.14K
|
29
$6.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
29+ 0.04% |
$5.21K - $6.14K
|
68.5K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 127.27% |
$5.03K - $5.92K
|
50
$10.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26+ 1.35% |
$4.67K - $5.5K
|
1.96K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24+ 1.5% |
$4.31K - $5.08K
|
1.63K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 1.31% |
$4.13K - $4.87K
|
1.78K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 9.8% |
$3.59K - $4.23K
|
224
$46.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17+ 0.19% |
$3.06K - $3.6K
|
9.05K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 6.13% |
$2.88K - $3.38K
|
277
$58K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
16New |
$2.88K - $3.38K
|
16
$3.35K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15New |
$2.7K - $3.17K
|
15
$3.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14+ 1.29% |
$2.52K - $2.96K
|
1.1K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
14+ 1.14% |
$2.52K - $2.96K
|
1.24K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 32.5% |
$2.34K - $2.75K
|
53
$11.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
12+ 0.62% |
$2.16K - $2.54K
|
1.96K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
11New |
$1.98K - $2.33K
|
11
$2.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$1.8K - $2.12K
|
20
$4.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 1.09% |
$1.62K - $1.9K
|
831
$174K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
9+ 0.57% |
$1.62K - $1.9K
|
1.59K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
6New |
$1.08K - $1.27K
|
6
$1.26K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$1.08K - $1.27K
|
6
$1.26K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6+ 3.75% |
$1.08K - $1.27K
|
166
$34.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5+ 0.36% |
$899 - $1.06K
|
1.39K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5+ 50.0% |
$899 - $1.06K
|
15
$3.14K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.29% |
$899 - $1.06K
|
1.72K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 2.46% |
$899 - $1.06K
|
208
$43.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$899 - $1.06K
|
5
$1.05K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 133.33% |
$719 - $846
|
7
$1.47K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 2.16% |
$719 - $846
|
189
$39.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 30.77% |
$719 - $846
|
17
$3.56K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 2.96% |
$719 - $846
|
139
$29.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$719 - $846
|
4
$838
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 30.0% |
$539 - $635
|
13
$2.72K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$539 - $635
|
3
$628
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$539 - $635
|
5
$1.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3New |
$539 - $635
|
3
$628
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$359 - $423
|
2
$419
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
2+ 6.45% |
$359 - $423
|
33
$6.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$180 - $212
|
1
$209
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.23% |
$180 - $212
|
427
$89.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1+ 16.67% |
$180 - $212
|
7
$1.47K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$180 - $212
|
3
$628
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$180 - $212
|
1
$209
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|