Purchases and Sales Made in Q2 2023 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 25.93% |
$4.88K - $5.55K
|
204
$43.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
42+ 79.25% |
$4.88K - $5.55K
|
95
$20.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
36New |
$4.18K - $4.75K
|
36
$7.64K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
34+ 0.71% |
$3.95K - $4.49K
|
4.81K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
29+ 0.2% |
$3.37K - $3.83K
|
14.4K
$3.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
28+ 1.49% |
$3.25K - $3.7K
|
1.91K
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 6.16% |
$3.02K - $3.43K
|
448
$95.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 266.67% |
$2.79K - $3.17K
|
33
$7K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 76.67% |
$2.67K - $3.04K
|
53
$11.3K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
22+ 81.48% |
$2.55K - $2.9K
|
49
$10.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
22+ 81.48% |
$2.55K - $2.9K
|
49
$10.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 3.22% |
$1.86K - $2.11K
|
513
$109K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 3.22% |
$1.86K - $2.11K
|
513
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 46.88% |
$1.74K - $1.98K
|
47
$9.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.9% |
$1.74K - $1.98K
|
1.68K
$356K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 6.64% |
$1.74K - $1.98K
|
241
$51.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
14+ 0.09% |
$1.63K - $1.85K
|
16.4K
$3.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 118.18% |
$1.51K - $1.72K
|
24
$5.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 7.34% |
$1.51K - $1.72K
|
190
$40.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 185.71% |
$1.51K - $1.72K
|
20
$4.25K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11New |
$1.28K - $1.45K
|
11
$2.33K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
11+ 40.74% |
$1.28K - $1.45K
|
38
$8.07K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 116.67% |
$813 - $924
|
13
$2.76K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.12% |
$581 - $660
|
4.34K
$921K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 83.33% |
$581 - $660
|
11
$2.33K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$581 - $660
|
5
$1.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 16.67% |
$464 - $528
|
28
$5.94K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 16.67% |
$464 - $528
|
28
$5.94K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 150.0% |
$348 - $396
|
5
$1.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.27% |
$232 - $264
|
730
$155K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2New |
$232 - $264
|
2
$425
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 9.09% |
$232 - $264
|
24
$5.09K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$116 - $132
|
8.28K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1+ 0.11% |
$116 - $132
|
938
$199K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 16.22% |
$697 - $792
|
31
$6.58K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 29.17% |
$813 - $924
|
17
$3.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-8- 0.33% |
$929 - $1.06K
|
2.45K
$520K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 21.57% |
$1.28K - $1.45K
|
40
$8.49K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 21.57% |
$1.28K - $1.45K
|
40
$8.49K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 19.4% |
$1.51K - $1.72K
|
54
$11.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-14- 0.81% |
$1.63K - $1.85K
|
1.72K
$366K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-16- 0.93% |
$1.86K - $2.11K
|
1.7K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-18- 1.08% |
$2.09K - $2.38K
|
1.65K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-25- 8.71% |
$2.9K - $3.3K
|
262
$55.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-30- 17.96% |
$3.48K - $3.96K
|
137
$29.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-31- 0.95% |
$3.6K - $4.09K
|
3.25K
$689K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-32- 4.27% |
$3.72K - $4.22K
|
717
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-32- 31.37% |
$3.72K - $4.22K
|
70
$14.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-39- 81.25% |
$4.53K - $5.15K
|
9
$1.91K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43- 2.0% |
$4.99K - $5.68K
|
2.1K
$446K
|