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 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-7.5K- 4.88% |
$1.4M - $1.72M
|
146K
$29.7M
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
508+ 11.7% |
$94.8K - $116K
|
4.85K
$985K
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-4.13K- 50.0% |
$771K - $945K
|
4.13K
$839K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-710- 1.66% |
$132K - $162K
|
42K
$8.53M
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-60- 16.67% |
$11.2K - $13.7K
|
300
$60.9K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
44New |
$8.21K - $10.1K
|
44
$8.93K
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1K+ 775.0% |
$578K - $709K
|
3.5K
$710K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 3.62% |
$16.6K - $20.4K
|
2.37K
$481K
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-4.72K- 3.1% |
$881K - $1.08M
|
148K
$30M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
11New |
$2.05K - $2.52K
|
11
$2.23K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
162+ 1.25% |
$30.2K - $37K
|
13.1K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-265- 0.88% |
$49.4K - $60.6K
|
29.9K
$6.07M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
533+ 32.38% |
$99.5K - $122K
|
2.18K
$442K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.71% |
$933 - $1.14K
|
707
$143K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.82K- 26.23% |
$1.09M - $1.33M
|
16.4K
$3.32M
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
13.2KNew |
$2.46M - $3.01M
|
13.2K
$2.67M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.98K- 19.66% |
$370K - $453K
|
8.11K
$1.64M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 63.89% |
$4.29K - $5.26K
|
59
$12K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$373 - $457
|
2
$406
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.35% |
$2.24K - $2.74K
|
3.42K
$694K
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-299- 4.14% |
$55.8K - $68.4K
|
6.93K
$1.41M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-30.4K- 41.05% |
$5.67M - $6.95M
|
43.6K
$8.85M
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-846- 2.45% |
$158K - $193K
|
33.7K
$6.83M
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.49K+ 198.66% |
$278K - $340K
|
2.24K
$454K
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-48.1K- 80.7% |
$8.98M - $11M
|
11.5K
$2.33M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 1.3% |
$18.7K - $22.9K
|
7.77K
$1.58M
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-42K- 66.57% |
$7.84M - $9.61M
|
21.1K
$4.28M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 6.25% |
$187 - $229
|
15
$3.04K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
87.3K+ 45.04% |
$16.3M - $20M
|
281K
$57.1M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.8K+ 57.31% |
$2.76M - $3.38M
|
40.5K
$8.23M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 24.29% |
$905K - $1.11M
|
24.8K
$5.04M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.03K- 90.59% |
$753K - $922K
|
419
$85K
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-557- 5.61% |
$104K - $127K
|
9.37K
$1.9M
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
1.69KNew |
$315K - $386K
|
1.69K
$343K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-52- 38.81% |
$9.7K - $11.9K
|
82
$16.6K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
18+ 1.18% |
$3.36K - $4.12K
|
1.54K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
465+ 7.33% |
$86.8K - $106K
|
6.81K
$1.38M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.96K- 9.93% |
$366K - $448K
|
17.8K
$3.61M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.31KNew |
$617K - $756K
|
3.31K
$671K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
161+ 13.1% |
$30K - $36.8K
|
1.39K
$282K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84+ 30.0% |
$15.7K - $19.2K
|
364
$73.9K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
965New |
$180K - $221K
|
965
$196K
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.9K- 82.78% |
$7.44M - $9.11M
|
8.29K
$1.68M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
356+ 110.22% |
$66.4K - $81.4K
|
679
$138K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$373 - $457
|
2
$406
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
120+ 9.71% |
$22.4K - $27.4K
|
1.36K
$275K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
437+ 133.23% |
$81.5K - $99.9K
|
765
$155K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-18- 1.09% |
$3.36K - $4.12K
|
1.64K
$332K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.19K- 0.26% |
$221K - $271K
|
448K
$90.9M
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.71% |
$18.7K - $22.9K
|
14K
$2.83M
|