Purchases and Sales Made in Q4 2024 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q4 2024. 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 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
98+ 3.57% |
$18.3K - $22.4K
|
2.84K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
95+ 4.58% |
$17.7K - $21.7K
|
2.17K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
94+ 1.36% |
$17.5K - $21.5K
|
6.98K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
86+ 42.79% |
$16K - $19.7K
|
287
$56.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
84+ 1.1% |
$15.7K - $19.2K
|
7.7K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84+ 30.0% |
$15.7K - $19.2K
|
364
$71.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
82+ 9.53% |
$15.3K - $18.8K
|
942
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
82+ 7.23% |
$15.3K - $18.8K
|
1.22K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
75+ 127.12% |
$14K - $17.2K
|
134
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
68+ 14.02% |
$12.7K - $15.6K
|
553
$109K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
62New |
$11.6K - $14.2K
|
62
$12.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
59New |
$11K - $13.5K
|
59
$11.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
55+ 0.21% |
$10.3K - $12.6K
|
26.3K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
55New |
$10.3K - $12.6K
|
55
$10.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
51New |
$9.52K - $11.7K
|
51
$10.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
50+ 0.67% |
$9.33K - $11.4K
|
7.47K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48+ 1.08% |
$8.96K - $11K
|
4.5K
$889K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
44+ 3.18% |
$8.21K - $10.1K
|
1.43K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
44New |
$8.21K - $10.1K
|
44
$8.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
43+ 2.53% |
$8.02K - $9.83K
|
1.74K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41+ 2.41% |
$7.65K - $9.38K
|
1.74K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
41New |
$7.65K - $9.38K
|
41
$8.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
37+ 137.04% |
$6.9K - $8.46K
|
64
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
37+ 39.36% |
$6.9K - $8.46K
|
131
$25.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 5.32% |
$6.72K - $8.23K
|
713
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35+ 0.65% |
$6.53K - $8K
|
5.4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
34New |
$6.34K - $7.78K
|
34
$6.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
34+ 340.0% |
$6.34K - $7.78K
|
44
$8.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
32+ 1.64% |
$5.97K - $7.32K
|
1.99K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
27New |
$5.04K - $6.17K
|
27
$5.34K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27New |
$5.04K - $6.17K
|
27
$5.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 63.89% |
$4.29K - $5.26K
|
59
$11.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$4.11K - $5.03K
|
22
$4.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.62% |
$3.92K - $4.8K
|
3.43K
$678K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 20.41% |
$3.73K - $4.57K
|
118
$23.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18+ 1.18% |
$3.36K - $4.12K
|
1.54K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$3.17K - $3.89K
|
17
$3.36K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
14+ 82.35% |
$2.61K - $3.2K
|
31
$6.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
14+ 37.84% |
$2.61K - $3.2K
|
51
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.35% |
$2.24K - $2.74K
|
3.42K
$676K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 4.96% |
$2.24K - $2.74K
|
254
$50.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
11New |
$2.05K - $2.52K
|
11
$2.17K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.89% |
$2.05K - $2.52K
|
1.24K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11New |
$2.05K - $2.52K
|
11
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10+ 166.67% |
$1.87K - $2.29K
|
16
$3.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 28.57% |
$1.87K - $2.29K
|
45
$8.89K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9+ 0.74% |
$1.68K - $2.06K
|
1.22K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9+ 90.0% |
$1.68K - $2.06K
|
19
$3.76K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 4.27% |
$1.68K - $2.06K
|
220
$43.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 52.94% |
$1.68K - $2.06K
|
26
$5.14K
|