Purchases and Sales Made in Q4 2021 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
209+ 7.95% |
$30.8K - $34.6K
|
2.84K
$595K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
203+ 31.62% |
$30K - $33.6K
|
845
$177K
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
202+ 6.92% |
$29.8K - $33.4K
|
3.12K
$655K
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
116+ 5.35% |
$17.1K - $19.2K
|
2.29K
$479K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115+ 6.04% |
$17K - $19K
|
2.02K
$424K
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
110+ 3.45% |
$16.2K - $18.2K
|
3.3K
$692K
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
86+ 0.51% |
$12.7K - $14.2K
|
17K
$3.56M
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
68+ 1.91% |
$10K - $11.3K
|
3.62K
$759K
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
66+ 1.79% |
$9.74K - $10.9K
|
3.75K
$786K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
65+ 0.4% |
$9.59K - $10.8K
|
16.3K
$3.43M
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
55New |
$8.12K - $9.11K
|
55
$11.5K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51+ 0.24% |
$7.53K - $8.45K
|
21.5K
$4.52M
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
47New |
$6.93K - $7.78K
|
47
$9.86K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 39.13% |
$6.64K - $7.45K
|
160
$33.6K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
39+ 10.13% |
$5.75K - $6.46K
|
424
$88.9K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39+ 433.33% |
$5.75K - $6.46K
|
48
$10.1K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35+ 125.0% |
$5.16K - $5.8K
|
63
$13.2K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32New |
$4.72K - $5.3K
|
32
$6.71K
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32New |
$4.72K - $5.3K
|
32
$6.71K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 100.0% |
$3.54K - $3.97K
|
48
$10.1K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
24New |
$3.54K - $3.97K
|
24
$5.03K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
21+ 16.8% |
$3.1K - $3.48K
|
146
$30.6K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
21+ 5.87% |
$3.1K - $3.48K
|
379
$79.5K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 0.21% |
$2.95K - $3.31K
|
9.37K
$1.97M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.21K - $2.48K
|
15
$3.15K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14New |
$2.07K - $2.32K
|
14
$2.94K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13+ 0.29% |
$1.92K - $2.15K
|
4.46K
$935K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$1.48K - $1.66K
|
10
$2.1K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.24% |
$1.48K - $1.66K
|
4.22K
$885K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 16.67% |
$885 - $994
|
42
$8.81K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 9.23% |
$885 - $994
|
71
$14.9K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$590 - $662
|
4
$839
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 42.86% |
$443 - $497
|
10
$2.1K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2New |
$295 - $331
|
2
$420
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
2New |
$295 - $331
|
2
$420
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$295 - $331
|
2
$420
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 8.7% |
$295 - $331
|
25
$5.24K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1New |
$148 - $166
|
1
$210
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.28% |
$148 - $166
|
352
$73.8K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 1.52% |
$148 - $166
|
65
$13.6K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 1.54% |
$295 - $331
|
128
$26.8K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3- 0.15% |
$443 - $497
|
1.95K
$408K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4Closed |
$590 - $662
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-5- 0.01% |
$738 - $828
|
44.4K
$9.31M
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-5- 0.05% |
$738 - $828
|
10.3K
$2.16M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5- 1.33% |
$738 - $828
|
370
$77.6K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6Closed |
$885 - $994
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7- 0.31% |
$1.03K - $1.16K
|
2.22K
$465K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-15- 1.15% |
$2.21K - $2.48K
|
1.29K
$270K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-17Closed |
$2.51K - $2.82K
|
0
$0
|