Purchases and Sales Made in Q4 2022 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
29+ 1.82% |
$3.46K - $4.48K
|
1.62K
$345K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 475.0% |
$2.26K - $2.93K
|
23
$4.88K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 360.0% |
$2.15K - $2.78K
|
23
$4.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
18+ 0.43% |
$2.15K - $2.78K
|
4.18K
$888K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 66.67% |
$1.67K - $2.16K
|
35
$7.43K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 60.0% |
$1.43K - $1.85K
|
32
$6.79K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.07K - $1.39K
|
9
$1.91K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$1.07K - $1.39K
|
9
$1.91K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.13% |
$954 - $1.24K
|
713
$151K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7New |
$834 - $1.08K
|
7
$1.49K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
6New |
$715 - $927
|
6
$1.27K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6+ 0.1% |
$715 - $927
|
6.18K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
5New |
$596 - $772
|
5
$1.06K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 38.46% |
$596 - $772
|
18
$3.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4+ 0.22% |
$477 - $618
|
1.8K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2New |
$238 - $309
|
2
$425
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 22.22% |
$238 - $309
|
11
$2.33K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 11.76% |
$238 - $309
|
19
$4.03K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$238 - $309
|
2
$425
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 10.0% |
$119 - $154
|
11
$2.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 50.0% |
$119 - $154
|
3
$637
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$119 - $154
|
1
$212
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 2.63% |
$238 - $309
|
74
$15.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$238 - $309
|
4.32K
$916K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 21.43% |
$358 - $463
|
11
$2.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 8.57% |
$358 - $463
|
32
$6.79K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-4- 18.18% |
$477 - $618
|
18
$3.82K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6- 1.2% |
$715 - $927
|
495
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7- 0.32% |
$834 - $1.08K
|
2.21K
$469K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 16.28% |
$834 - $1.08K
|
36
$7.64K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-11- 0.86% |
$1.31K - $1.7K
|
1.26K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13Closed |
$1.55K - $2.01K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15- 42.86% |
$1.79K - $2.32K
|
20
$4.25K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-15- 0.2% |
$1.79K - $2.32K
|
7.58K
$1.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-23- 8.95% |
$2.74K - $3.55K
|
234
$49.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-23- 0.31% |
$2.74K - $3.55K
|
7.51K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24- 32.43% |
$2.86K - $3.71K
|
50
$10.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-34- 69.39% |
$4.05K - $5.25K
|
15
$3.18K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-40- 0.85% |
$4.77K - $6.18K
|
4.67K
$992K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-44- 4.12% |
$5.25K - $6.79K
|
1.02K
$217K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-60- 0.22% |
$7.15K - $9.27K
|
27.8K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-63- 25.51% |
$7.51K - $9.73K
|
184
$39.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-65- 0.77% |
$7.75K - $10K
|
8.41K
$1.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-71- 91.03% |
$8.46K - $11K
|
7
$1.49K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 29.18% |
$8.94K - $11.6K
|
182
$38.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-80- 76.92% |
$9.54K - $12.4K
|
24
$5.09K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-87- 71.31% |
$10.4K - $13.4K
|
35
$7.43K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-90- 4.91% |
$10.7K - $13.9K
|
1.74K
$370K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.04% |
$11.9K - $15.4K
|
9.52K
$2.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.35% |
$11.9K - $15.4K
|
4.16K
$883K
|