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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
300New |
$49.4K - $56.2K
|
300
$57.2K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
203New |
$33.5K - $38K
|
203
$38.7K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
186New |
$30.7K - $34.8K
|
186
$35.4K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
160New |
$26.4K - $30K
|
160
$30.5K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
77+ 5.79% |
$12.7K - $14.4K
|
1.41K
$268K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
33+ 2.4% |
$5.44K - $6.18K
|
1.41K
$269K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20New |
$3.3K - $3.74K
|
20
$3.81K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 13.56% |
$1.32K - $1.5K
|
67
$12.8K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6New |
$989 - $1.12K
|
6
$1.14K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
6New |
$989 - $1.12K
|
6
$1.14K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5+ 0.25% |
$824 - $936
|
1.98K
$377K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 25.0% |
$330 - $374
|
10
$1.91K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$330 - $374
|
13
$2.48K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 4.65% |
$330 - $374
|
45
$8.57K
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
671KNew |
$110M - $126M
|
671K
$128M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.45KNew |
$1.54M - $1.78M
|
9.45K
$1.8M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.97K+ 3.28% |
$647K - $746K
|
125K
$23.8M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.96KNew |
$484K - $558K
|
2.96K
$565K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.78K+ 75.41% |
$454K - $523K
|
6.46K
$1.23M
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.25KNew |
$368K - $424K
|
2.25K
$429K
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.75KNew |
$286K - $329K
|
1.75K
$333K
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.25KNew |
$205K - $236K
|
1.25K
$239K
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.2K+ 12.93% |
$196K - $226K
|
10.5K
$2M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.18KNew |
$192K - $221K
|
1.18K
$224K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.17K+ 67.34% |
$191K - $220K
|
2.9K
$552K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.12KNew |
$183K - $211K
|
1.12K
$214K
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
869+ 28.62% |
$142K - $164K
|
3.91K
$744K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
867+ 49.94% |
$142K - $163K
|
2.6K
$496K
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
528+ 2.66% |
$86.2K - $99.4K
|
20.4K
$3.88M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
355+ 19.73% |
$58K - $66.8K
|
2.15K
$410K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
196+ 1.77% |
$32K - $36.9K
|
11.3K
$2.15M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
115New |
$18.8K - $21.6K
|
115
$21.9K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$12.2K - $14.1K
|
75
$14.3K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
37New |
$6.04K - $6.96K
|
37
$7.05K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
35New |
$5.72K - $6.59K
|
35
$6.67K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
35+ 2.07% |
$5.72K - $6.59K
|
1.73K
$329K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
30New |
$4.9K - $5.65K
|
30
$5.72K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$980 - $1.13K
|
6
$1.14K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5New |
$817 - $941
|
5
$953
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$653 - $753
|
4
$762
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4+ 0.31% |
$653 - $753
|
1.31K
$250K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$327 - $376
|
2
$381
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$327 - $376
|
2
$381
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 7.14% |
$163 - $188
|
15
$2.86K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
29.5K+ 796.52% |
$4.23M - $5.06M
|
33.2K
$6.33M
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
11.8KNew |
$1.69M - $2.02M
|
11.8K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
9.55KNew |
$1.37M - $1.64M
|
9.55K
$1.82M
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
8.07KNew |
$1.16M - $1.38M
|
8.07K
$1.54M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
4.36KNew |
$624K - $747K
|
4.36K
$831K
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
2.95KNew |
$422K - $505K
|
2.95K
$561K
|