Purchases and Sales Made in Q3 2023 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
91+ 104.6% |
$11.3K - $13.4K
|
178
$37.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
81+ 0.04% |
$10.1K - $12K
|
204K
$43M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
69+ 3.53% |
$8.57K - $10.2K
|
2.02K
$427K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66+ 26.61% |
$8.2K - $9.75K
|
314
$66.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
63+ 700.0% |
$7.83K - $9.3K
|
72
$15.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 3.07% |
$7.33K - $8.71K
|
1.98K
$418K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
57+ 0.39% |
$7.08K - $8.42K
|
14.5K
$3.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 2300.0% |
$5.71K - $6.79K
|
48
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
43+ 0.12% |
$5.34K - $6.35K
|
35.8K
$7.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
41New |
$5.09K - $6.05K
|
41
$8.67K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
39New |
$4.84K - $5.76K
|
39
$8.24K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
38+ 760.0% |
$4.72K - $5.61K
|
43
$9.09K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34New |
$4.22K - $5.02K
|
34
$7.19K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
31+ 0.8% |
$3.85K - $4.58K
|
3.91K
$827K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 560.0% |
$3.48K - $4.14K
|
33
$6.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$2.86K - $3.4K
|
23
$4.86K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
20+ 1.21% |
$2.48K - $2.95K
|
1.68K
$354K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 71.43% |
$1.86K - $2.22K
|
36
$7.61K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 30.61% |
$1.86K - $2.22K
|
64
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 30.61% |
$1.86K - $2.22K
|
64
$13.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 42.42% |
$1.74K - $2.07K
|
47
$9.94K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12+ 1.33% |
$1.49K - $1.77K
|
914
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11+ 1.04% |
$1.37K - $1.62K
|
1.07K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10New |
$1.24K - $1.48K
|
10
$2.11K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 13.21% |
$870 - $1.03K
|
60
$12.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
7+ 0.37% |
$870 - $1.03K
|
1.89K
$400K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
6New |
$745 - $886
|
6
$1.27K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5+ 0.25% |
$621 - $738
|
2.04K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4+ 4.21% |
$497 - $591
|
99
$20.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$373 - $443
|
3
$634
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$373 - $443
|
3
$634
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.04% |
$373 - $443
|
7.59K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 15.38% |
$248 - $295
|
15
$3.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.39% |
$124 - $148
|
255
$53.9K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 3.23% |
$124 - $148
|
32
$6.77K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$124 - $148
|
1
$211
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1- 0.04% |
$124 - $148
|
2.27K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 2.5% |
$124 - $148
|
39
$8.24K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 4.35% |
$124 - $148
|
22
$4.65K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 10.71% |
$373 - $443
|
25
$5.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3- 0.18% |
$373 - $443
|
1.67K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 10.71% |
$373 - $443
|
25
$5.29K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 2.07% |
$373 - $443
|
142
$30K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 19.05% |
$497 - $591
|
17
$3.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.82% |
$745 - $886
|
724
$153K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 35.0% |
$870 - $1.03K
|
13
$2.75K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 27.59% |
$994 - $1.18K
|
21
$4.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-11- 0.01% |
$1.37K - $1.62K
|
115K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13- 6.84% |
$1.61K - $1.92K
|
177
$37.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-13- 0.27% |
$1.61K - $1.92K
|
4.79K
$1.01M
|