Purchases and Sales Made in Q1 2025 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q1 2025. 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 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
175+ 31.65% |
$34.8K - $38.3K
|
728
$144K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
160+ 13.07% |
$31.8K - $35K
|
1.38K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
159+ 13.08% |
$31.6K - $34.8K
|
1.38K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
151+ 19.95% |
$30K - $33K
|
908
$179K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
148+ 13.09% |
$29.4K - $32.4K
|
1.28K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
141+ 11.83% |
$28K - $30.8K
|
1.33K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
BUY
|
- |
141+ 3.24% |
$28K - $30.8K
|
4.5K
$889K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
125+ 0.76% |
$24.9K - $27.3K
|
16.6K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
123+ 13.11% |
$24.5K - $26.9K
|
1.06K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
122+ 312.82% |
$24.3K - $26.7K
|
161
$31.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
118+ 10.49% |
$23.5K - $25.8K
|
1.24K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
107+ 8.61% |
$21.3K - $23.4K
|
1.35K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
106+ 5.76% |
$21.1K - $23.2K
|
1.95K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
101+ 1.67% |
$20.1K - $22.1K
|
6.14K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
98+ 192.16% |
$19.5K - $21.4K
|
149
$29.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
91+ 4.58% |
$18.1K - $19.9K
|
2.08K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
90+ 3.17% |
$17.9K - $19.7K
|
2.93K
$580K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
87+ 0.88% |
$17.3K - $19K
|
9.92K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
80+ 5.19% |
$15.9K - $17.5K
|
1.62K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
75+ 0.05% |
$14.9K - $16.4K
|
144K
$28.4M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
74+ 0.39% |
$14.7K - $16.2K
|
19.1K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
73+ 4.19% |
$14.5K - $16K
|
1.82K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
73+ 1.56% |
$14.5K - $16K
|
4.75K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
62New |
$12.3K - $13.6K
|
62
$12.3K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
61+ 47.29% |
$12.1K - $13.3K
|
190
$37.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
58+ 25.89% |
$11.5K - $12.7K
|
282
$55.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
57+ 211.11% |
$11.3K - $12.5K
|
84
$16.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56New |
$11.1K - $12.2K
|
56
$11.1K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
47+ 2.71% |
$9.35K - $10.3K
|
1.78K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
46+ 2.17% |
$9.15K - $10.1K
|
2.17K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
45New |
$8.95K - $9.84K
|
45
$8.89K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
44New |
$8.75K - $9.62K
|
44
$8.7K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
42+ 3.79% |
$8.35K - $9.18K
|
1.15K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41+ 71.93% |
$8.16K - $8.97K
|
98
$19.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
39+ 108.33% |
$7.76K - $8.53K
|
75
$14.8K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
35+ 2.95% |
$6.96K - $7.65K
|
1.22K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
30+ 17.24% |
$5.97K - $6.56K
|
204
$40.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
30+ 0.43% |
$5.97K - $6.56K
|
6.96K
$1.37M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
29+ 1.38% |
$5.77K - $6.34K
|
2.12K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
29+ 4.1% |
$5.77K - $6.34K
|
736
$145K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
26+ 1.67% |
$5.17K - $5.69K
|
1.58K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
23+ 1.5% |
$4.58K - $5.03K
|
1.56K
$309K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
23New |
$4.58K - $5.03K
|
23
$4.55K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.24% |
$4.38K - $4.81K
|
701
$139K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
21+ 10.4% |
$4.18K - $4.59K
|
223
$44.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
20New |
$3.98K - $4.37K
|
20
$3.95K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
20New |
$3.98K - $4.37K
|
20
$3.95K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 1000.0% |
$3.98K - $4.37K
|
22
$4.35K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 58.06% |
$3.58K - $3.94K
|
49
$9.69K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 14.41% |
$3.38K - $3.72K
|
135
$26.7K
|