Purchases and Sales Made in Q4 2023 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
302New |
$43.3K - $51.8K
|
302
$64.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
277+ 839.39% |
$39.7K - $47.5K
|
310
$66.6K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
263+ 2.01% |
$37.7K - $45.1K
|
13.3K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
259New |
$37.1K - $44.4K
|
259
$55.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
255+ 3.63% |
$36.5K - $43.7K
|
7.28K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
236New |
$33.8K - $40.5K
|
236
$50.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
231+ 8.35% |
$33.1K - $39.6K
|
3K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
222New |
$31.8K - $38.1K
|
222
$47.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
212+ 119.1% |
$30.4K - $36.3K
|
390
$83.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
206+ 4.3% |
$29.5K - $35.3K
|
5K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 38.24% |
$28.6K - $34.3K
|
723
$155K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
194+ 0.88% |
$27.8K - $33.3K
|
22.4K
$4.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
192+ 1476.92% |
$27.5K - $32.9K
|
205
$44K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
180+ 529.41% |
$25.8K - $30.9K
|
214
$46K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
148+ 5.17% |
$21.2K - $25.4K
|
3.01K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
140+ 9.04% |
$20.1K - $24K
|
1.69K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
139New |
$19.9K - $23.8K
|
139
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
137New |
$19.6K - $23.5K
|
137
$29.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
126New |
$18K - $21.6K
|
126
$27.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
126+ 8.05% |
$18K - $21.6K
|
1.69K
$363K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
113+ 1.9% |
$16.2K - $19.4K
|
6.08K
$1.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
109+ 340.63% |
$15.6K - $18.7K
|
141
$30.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
88+ 4.8% |
$12.6K - $15.1K
|
1.92K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
85+ 4.02% |
$12.2K - $14.6K
|
2.2K
$472K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
75New |
$10.7K - $12.9K
|
75
$16.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
73+ 0.5% |
$10.5K - $12.5K
|
14.6K
$3.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
62+ 6.78% |
$8.88K - $10.6K
|
976
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
60New |
$8.59K - $10.3K
|
60
$12.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
57+ 79.17% |
$8.16K - $9.77K
|
129
$27.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$7.45K - $8.91K
|
52
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51+ 130.77% |
$7.3K - $8.74K
|
90
$19.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
50New |
$7.16K - $8.57K
|
50
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49+ 3.18% |
$7.02K - $8.4K
|
1.59K
$342K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
46+ 4.98% |
$6.59K - $7.89K
|
970
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 95.83% |
$6.59K - $7.89K
|
94
$20.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
45+ 2.68% |
$6.45K - $7.71K
|
1.72K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40New |
$5.73K - $6.86K
|
40
$8.59K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
37+ 2.19% |
$5.3K - $6.34K
|
1.73K
$371K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
37New |
$5.3K - $6.34K
|
37
$7.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
36+ 600.0% |
$5.16K - $6.17K
|
42
$9.02K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33+ 23.24% |
$4.73K - $5.66K
|
175
$37.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30+ 7.75% |
$4.3K - $5.14K
|
417
$89.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
30+ 30.3% |
$4.3K - $5.14K
|
129
$27.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 40.63% |
$3.72K - $4.46K
|
90
$19.3K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 40.63% |
$3.72K - $4.46K
|
90
$19.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
22New |
$3.15K - $3.77K
|
22
$4.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17+ 41.46% |
$2.43K - $2.91K
|
58
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16New |
$2.29K - $2.74K
|
16
$3.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 11.48% |
$2.01K - $2.4K
|
136
$29.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14New |
$2.01K - $2.4K
|
14
$3.01K
|