Purchases and Sales Made in Q1 2023 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q1 2023. The information is specifically focused on institutions that hold shares of ASSURANT, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 50.0% |
$734 - $950
|
21
$4.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 19.35% |
$630 - $814
|
37
$7.75K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.59% |
$630 - $814
|
1.03K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.36% |
$630 - $814
|
1.66K
$348K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 26.32% |
$525 - $678
|
24
$5.03K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 83.33% |
$525 - $678
|
11
$2.3K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4New |
$420 - $543
|
4
$838
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$210 - $271
|
8.28K
$1.73M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2New |
$210 - $271
|
2
$419
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 66.67% |
$210 - $271
|
5
$1.05K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.2% |
$105 - $136
|
496
$104K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.32% |
$105 - $136
|
77
$16.1K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$105 - $136
|
1
$209
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.92% |
$105 - $136
|
51
$10.7K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 14.29% |
$105 - $136
|
6
$1.26K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 10.53% |
$210 - $271
|
17
$3.56K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 2.75% |
$525 - $678
|
177
$37.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 45.45% |
$525 - $678
|
6
$1.26K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 15.63% |
$525 - $678
|
27
$5.65K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 45.45% |
$525 - $678
|
6
$1.26K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6- 0.14% |
$630 - $814
|
4.18K
$875K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6- 0.34% |
$630 - $814
|
1.74K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8- 0.32% |
$839 - $1.09K
|
2.46K
$516K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 25.0% |
$944 - $1.22K
|
27
$5.65K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 45.0% |
$944 - $1.22K
|
11
$2.3K
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-10- 0.01% |
$1.05K - $1.36K
|
117K
$24.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 31.43% |
$1.15K - $1.49K
|
24
$5.03K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-12- 2.36% |
$1.26K - $1.63K
|
497
$104K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14- 1.83% |
$1.47K - $1.9K
|
749
$157K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-14- 5.83% |
$1.47K - $1.9K
|
226
$47.3K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 6.22% |
$1.57K - $2.03K
|
226
$47.3K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-15- 0.12% |
$1.57K - $2.03K
|
12.2K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 3.65% |
$1.68K - $2.17K
|
422
$88.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 73.91% |
$1.78K - $2.31K
|
6
$1.26K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20- 27.03% |
$2.1K - $2.71K
|
54
$11.3K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-21- 1.02% |
$2.2K - $2.85K
|
2.04K
$427K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-22- 11.96% |
$2.31K - $2.98K
|
162
$33.9K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 44.9% |
$2.31K - $2.98K
|
27
$5.65K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 71.88% |
$2.41K - $3.12K
|
9
$1.88K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-25- 6.41% |
$2.62K - $3.39K
|
365
$76.4K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-27- 1.42% |
$2.83K - $3.66K
|
1.88K
$394K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29- 0.27% |
$3.04K - $3.93K
|
10.7K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-30- 0.12% |
$3.15K - $4.07K
|
24.9K
$5.21M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 43.33% |
$4.09K - $5.29K
|
51
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-49- 0.83% |
$5.14K - $6.65K
|
5.88K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-49- 1.99% |
$5.14K - $6.65K
|
2.42K
$506K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-51- 2.83% |
$5.35K - $6.92K
|
1.75K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-58- 1.24% |
$6.09K - $7.87K
|
4.62K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-58- 2.05% |
$6.09K - $7.87K
|
2.78K
$581K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-60- 12.24% |
$6.3K - $8.14K
|
430
$90.1K
|