Purchases and Sales Made in Q2 2022 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58+ 50.88% |
$9.81K - $11.2K
|
172
$36.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
40New |
$6.76K - $7.72K
|
40
$8.39K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 257.14% |
$6.09K - $6.95K
|
50
$10.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
34+ 8.1% |
$5.75K - $6.57K
|
454
$95.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$5.07K - $5.79K
|
30
$6.29K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29New |
$4.9K - $5.6K
|
29
$6.08K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27+ 0.29% |
$4.57K - $5.21K
|
9.36K
$1.96M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 65.0% |
$4.4K - $5.02K
|
66
$13.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
24+ 184.62% |
$4.06K - $4.63K
|
37
$7.76K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20+ 0.02% |
$3.38K - $3.86K
|
111K
$23.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 82.61% |
$3.21K - $3.67K
|
42
$8.81K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
15+ 0.2% |
$2.54K - $2.9K
|
7.62K
$1.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 3.36% |
$2.54K - $2.9K
|
462
$96.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 20.83% |
$1.69K - $1.93K
|
58
$12.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
10+ 15.15% |
$1.69K - $1.93K
|
76
$15.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
8+ 0.02% |
$1.35K - $1.54K
|
42.9K
$8.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
8+ 0.39% |
$1.35K - $1.54K
|
2.05K
$429K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 10.77% |
$1.18K - $1.35K
|
72
$15.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 60.0% |
$1.01K - $1.16K
|
16
$3.36K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 0.21% |
$845 - $966
|
2.34K
$491K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 23.53% |
$676 - $772
|
21
$4.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 33.33% |
$676 - $772
|
16
$3.36K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$676 - $772
|
4
$839
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
3New |
$507 - $579
|
3
$629
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$507 - $579
|
425
$89.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 1.42% |
$507 - $579
|
214
$44.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 14.29% |
$507 - $579
|
24
$5.03K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3New |
$507 - $579
|
3
$629
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 100.0% |
$507 - $579
|
6
$1.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3+ 0.09% |
$507 - $579
|
3.48K
$730K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 40.0% |
$338 - $386
|
7
$1.47K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.45% |
$169 - $193
|
30
$6.29K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$169 - $193
|
1
$210
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 25.0% |
$169 - $193
|
5
$1.05K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$169 - $193
|
1
$210
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.68% |
$169 - $193
|
147
$30.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.06% |
$169 - $193
|
1.6K
$336K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1Closed |
$169 - $193
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 2.94% |
$507 - $579
|
99
$20.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4Closed |
$676 - $772
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 43.75% |
$1.18K - $1.35K
|
9
$1.89K
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7Closed |
$1.18K - $1.35K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9- 60.0% |
$1.52K - $1.74K
|
6
$1.26K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11- 0.23% |
$1.86K - $2.12K
|
4.75K
$997K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-19- 65.52% |
$3.21K - $3.67K
|
10
$2.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20Closed |
$3.38K - $3.86K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-23- 4.65% |
$3.89K - $4.44K
|
472
$99K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-24Closed |
$4.06K - $4.63K
|
0
$0
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31- 22.96% |
$5.24K - $5.99K
|
104
$21.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-44- 3.04% |
$7.44K - $8.5K
|
1.4K
$294K
|