Latest Institutional Transactions on Assurant, Inc. (AIZ)
This table provides information on the latest institutional transactions involving Assurant, Inc. (AIZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-10.2K- 50.99% |
$1.91M - $2.33M
|
9.81K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
8.6KNew |
$1.6M - $1.97M
|
8.6K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.7KNew |
$691K - $846K
|
3.7K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-41- 3.71% |
$7.65K - $9.38K
|
1.06K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.57K+ 285.35% |
$480K - $588K
|
3.47K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
300+ 50.0% |
$56K - $68.6K
|
900
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-1K- 25.0% |
$187K - $229K
|
3K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$692K - $848K
|
3.71K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-7.26K- 50.55% |
$1.35M - $1.66M
|
7.1K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
497New |
$92.7K - $114K
|
497
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.03KNew |
$379K - $464K
|
2.03K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-200- 11.95% |
$37.3K - $45.7K
|
1.47K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
438New |
$81.7K - $100K
|
438
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3New |
$560 - $686
|
3
$686
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
944New |
$176K - $216K
|
944
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-8.37K- 20.25% |
$1.56M - $1.91M
|
32.9K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.74KNew |
$325K - $398K
|
1.74K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23- 0.6% |
$4.29K - $5.26K
|
3.81K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
400New |
$74.6K - $91.5K
|
400
$91.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$373 - $457
|
2
$457
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
7.08KNew |
$1.32M - $1.62M
|
7.08K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
27New |
$5.04K - $6.17K
|
27
$6.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.59KNew |
$296K - $363K
|
1.59K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$187 - $229
|
1
$229
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.6KNew |
$4.4M - $5.39M
|
23.6K
$5.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
55New |
$10.3K - $12.6K
|
55
$12.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
6.88KNew |
$1.28M - $1.57M
|
6.88K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-275- 66.75% |
$51.3K - $62.9K
|
137
$31.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
508+ 11.7% |
$94.8K - $116K
|
4.85K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-4.13K- 50.0% |
$771K - $945K
|
4.13K
$945K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-60- 16.67% |
$11.2K - $13.7K
|
300
$68.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
44New |
$8.21K - $10.1K
|
44
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$373 - $457
|
2
$457
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-42K- 66.57% |
$7.84M - $9.61M
|
21.1K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
1.69KNew |
$315K - $386K
|
1.69K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$373 - $457
|
2
$457
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
213+ 6.85% |
$39.7K - $48.7K
|
3.32K
$759K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
58.1KNew |
$10.8M - $13.3M
|
58.1K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2New |
$373 - $457
|
2
$457
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6+ 0.52% |
$1.12K - $1.37K
|
1.15K
$263K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-49- 1.36% |
$9.14K - $11.2K
|
3.56K
$814K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-54- 5.31% |
$10.1K - $12.3K
|
963
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.54KNew |
$288K - $352K
|
1.54K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.04% |
$187 - $229
|
97
$22.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
51New |
$9.52K - $11.7K
|
51
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$3.17K - $3.89K
|
17
$3.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4New |
$746 - $915
|
4
$914
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
36.2KNew |
$6.76M - $8.29M
|
36.2K
$8.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$373 - $457
|
2
$457
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$187 - $229
|
1
$229
|
|