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 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12- 0.1% |
$2.39K - $2.62K
|
12.4K
$2.44M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12- 0.53% |
$2.39K - $2.62K
|
2.26K
$446K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 31.71% |
$2.59K - $2.84K
|
28
$5.53K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.75% |
$2.59K - $2.84K
|
1.72K
$340K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13- 2.96% |
$2.59K - $2.84K
|
426
$84.2K
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-17- 0.73% |
$3.38K - $3.72K
|
2.3K
$455K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-17- 0.06% |
$3.38K - $3.72K
|
26.9K
$5.32M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 30.51% |
$3.58K - $3.94K
|
41
$8.1K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-24- 0.3% |
$4.77K - $5.25K
|
8.09K
$1.6M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-25- 1.63% |
$4.97K - $5.47K
|
1.51K
$298K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-27- 0.3% |
$5.37K - $5.9K
|
8.97K
$1.77M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-29- 14.08% |
$5.77K - $6.34K
|
177
$35K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33- 1.33% |
$6.56K - $7.22K
|
2.44K
$483K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33- 1.89% |
$6.56K - $7.22K
|
1.71K
$338K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33- 0.79% |
$6.56K - $7.22K
|
4.15K
$821K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 77.27% |
$6.76K - $7.43K
|
10
$1.98K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-43- 22.75% |
$8.55K - $9.4K
|
146
$28.9K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-44- 25.73% |
$8.75K - $9.62K
|
127
$25.1K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-47- 3.69% |
$9.35K - $10.3K
|
1.23K
$243K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-47- 6.59% |
$9.35K - $10.3K
|
666
$132K
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.29% |
$9.95K - $10.9K
|
17.3K
$3.42M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-50- 0.74% |
$9.95K - $10.9K
|
6.73K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-54- 0.63% |
$10.7K - $11.8K
|
8.56K
$1.69M
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-54- 0.04% |
$10.7K - $11.8K
|
150K
$29.7M
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-54- 0.88% |
$10.7K - $11.8K
|
6.09K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-65- 1.38% |
$12.9K - $14.2K
|
4.64K
$917K
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-70- 4.14% |
$13.9K - $15.3K
|
1.62K
$321K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 17.9% |
$14.9K - $16.4K
|
344
$68K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-85- 0.77% |
$16.9K - $18.6K
|
11K
$2.18M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-86- 5.09% |
$17.1K - $18.8K
|
1.6K
$317K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-90- 4.85% |
$17.9K - $19.7K
|
1.77K
$349K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-90- 19.96% |
$17.9K - $19.7K
|
361
$71.4K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.72% |
$19.9K - $21.9K
|
13.9K
$2.74M
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 0.56% |
$19.9K - $21.9K
|
17.8K
$3.51M
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 3.98% |
$19.9K - $21.9K
|
2.41K
$477K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-101- 9.01% |
$20.1K - $22.1K
|
1.02K
$202K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-101- 27.75% |
$20.1K - $22.1K
|
263
$52K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-108- 44.63% |
$21.5K - $23.6K
|
134
$26.5K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-109- 1.1% |
$21.7K - $23.8K
|
9.81K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-115- 52.27% |
$22.9K - $25.1K
|
105
$20.8K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-116- 38.8% |
$23.1K - $25.4K
|
183
$36.2K
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-134- 1.87% |
$26.7K - $29.3K
|
7.04K
$1.39M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-135- 0.46% |
$26.9K - $29.5K
|
29.4K
$5.81M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-138Closed |
$27.5K - $30.2K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-162- 2.1% |
$32.2K - $35.4K
|
7.54K
$1.49M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-167- 6.4% |
$33.2K - $36.5K
|
2.44K
$482K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-179- 12.88% |
$35.6K - $39.1K
|
1.21K
$239K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-179- 2.91% |
$35.6K - $39.1K
|
5.96K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-181- 2.59% |
$36K - $39.6K
|
6.8K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-195- 0.65% |
$38.8K - $42.6K
|
29.7K
$5.88M
|