Purchases and Sales Made in Q3 2025 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
BUY
|
- |
166+ 2.43% |
$30.6K - $36.3K
|
6.99K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
157+ 0.86% |
$29K - $34.3K
|
18.3K
$3.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
155New |
$28.6K - $33.9K
|
155
$33.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
150+ 1.96% |
$27.7K - $32.8K
|
7.81K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
145+ 8.7% |
$26.8K - $31.7K
|
1.81K
$389K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
126+ 360.0% |
$23.3K - $27.6K
|
161
$34.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
120+ 18.02% |
$22.1K - $26.2K
|
786
$169K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.95% |
$18.5K - $21.9K
|
10.6K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
97New |
$17.9K - $21.2K
|
97
$20.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
80+ 0.29% |
$14.8K - $17.5K
|
27.4K
$5.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
69+ 2.28% |
$12.7K - $15.1K
|
3.1K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 72.6% |
$9.78K - $11.6K
|
126
$27K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 16.61% |
$8.49K - $10.1K
|
323
$69.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44+ 3.36% |
$8.12K - $9.62K
|
1.36K
$291K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
32+ 5.44% |
$5.91K - $7K
|
620
$133K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31+ 16.15% |
$5.72K - $6.78K
|
223
$47.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 215.38% |
$5.17K - $6.12K
|
41
$8.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
26+ 2.17% |
$4.8K - $5.69K
|
1.23K
$263K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21+ 9.59% |
$3.88K - $4.59K
|
240
$51.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 26.92% |
$3.88K - $4.59K
|
99
$21.2K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 1300.0% |
$2.4K - $2.84K
|
14
$3K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
13New |
$2.4K - $2.84K
|
13
$2.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$1.85K - $2.19K
|
10
$2.15K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10+ 21.28% |
$1.85K - $2.19K
|
57
$12.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9+ 0.73% |
$1.66K - $1.97K
|
1.25K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
8New |
$1.48K - $1.75K
|
8
$1.72K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7New |
$1.29K - $1.53K
|
7
$1.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 4.73% |
$1.29K - $1.53K
|
155
$33.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$738 - $875
|
4
$858
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.2% |
$554 - $656
|
1.53K
$328K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3New |
$554 - $656
|
3
$644
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 100.0% |
$554 - $656
|
6
$1.29K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 66.67% |
$369 - $437
|
5
$1.07K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 9.09% |
$185 - $219
|
12
$2.58K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$185 - $219
|
1
$215
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 1.85% |
$185 - $219
|
55
$11.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1+ 0.75% |
$185 - $219
|
135
$29K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 33.33% |
$185 - $219
|
4
$858
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.22% |
$185 - $219
|
46
$9.87K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$185 - $219
|
7.63K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 25.0% |
$185 - $219
|
3
$644
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 10.0% |
$554 - $656
|
27
$5.79K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 2.59% |
$554 - $656
|
113
$24.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 7.55% |
$738 - $875
|
49
$10.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9- 60.0% |
$1.66K - $1.97K
|
6
$1.29K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-11- 0.17% |
$2.03K - $2.41K
|
6.52K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15- 15.46% |
$2.77K - $3.28K
|
82
$17.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-20- 3.57% |
$3.69K - $4.37K
|
540
$116K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-24Closed |
$4.43K - $5.25K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-24- 1.36% |
$4.43K - $5.25K
|
1.74K
$373K
|