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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-54- 5.31% |
$10.1K - $12.3K
|
963
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-33- 1.12% |
$6.16K - $7.55K
|
2.92K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-23- 1.22% |
$4.29K - $5.26K
|
1.86K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
55+ 0.21% |
$10.3K - $12.6K
|
26.3K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.41K+ 234.87% |
$1.57M - $1.92M
|
12K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
84+ 1.1% |
$15.7K - $19.2K
|
7.7K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.54KNew |
$288K - $352K
|
1.54K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.04% |
$187 - $229
|
97
$19.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.95K- 1.94% |
$363K - $445K
|
98.1K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
51New |
$9.52K - $11.7K
|
51
$10.4K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.5K- 8.25% |
$467K - $572K
|
27.8K
$5.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
492+ 53.89% |
$91.8K - $113K
|
1.41K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.5K+ 337.2% |
$1.95M - $2.39M
|
13.6K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.19K- 5.14% |
$221K - $271K
|
21.9K
$4.45M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-272- 13.55% |
$50.8K - $62.2K
|
1.74K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-280- 33.14% |
$52.2K - $64K
|
565
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.83K- 3.4% |
$342K - $419K
|
52K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-856- 3.08% |
$160K - $196K
|
26.9K
$5.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.31K- 2.09% |
$431K - $529K
|
108K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 2.96% |
$933 - $1.14K
|
174
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
528+ 10.17% |
$98.5K - $121K
|
5.72K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-25- 0.84% |
$4.67K - $5.72K
|
2.95K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1KNew |
$187K - $229K
|
1K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
17New |
$3.17K - $3.89K
|
17
$3.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
59New |
$11K - $13.5K
|
59
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-168- 2.29% |
$31.3K - $38.4K
|
7.17K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-15- 3.29% |
$2.8K - $3.43K
|
441
$89.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 3.45% |
$18.7K - $22.9K
|
2.8K
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-438- 9.14% |
$81.7K - $100K
|
4.36K
$884K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.14K- 67.47% |
$959K - $1.17M
|
2.48K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 20.41% |
$3.73K - $4.57K
|
118
$23.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4New |
$746 - $915
|
4
$812
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
36.2KNew |
$6.76M - $8.29M
|
36.2K
$7.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$373 - $457
|
2
$406
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.38K- 58.1% |
$258K - $316K
|
996
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-362- 25.1% |
$67.5K - $82.8K
|
1.08K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.37K+ 39.91% |
$255K - $313K
|
4.79K
$973K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-775- 11.2% |
$145K - $177K
|
6.14K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-15.8K- 12.05% |
$2.95M - $3.61M
|
115K
$23.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
129New |
$24.1K - $29.5K
|
129
$26.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1K- 81.74% |
$187K - $229K
|
224
$45.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-22- 1.18% |
$4.11K - $5.03K
|
1.84K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$187 - $229
|
1
$203
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29KNew |
$240K - $294K
|
1.29K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 75.0% |
$2.8K - $3.43K
|
5
$1.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
183+ 5.53% |
$34.1K - $41.8K
|
3.49K
$709K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-278- 3.91% |
$51.9K - $63.6K
|
6.83K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-265- 2.33% |
$49.4K - $60.6K
|
11.1K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35+ 0.65% |
$6.53K - $8K
|
5.4K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
37+ 137.04% |
$6.9K - $8.46K
|
64
$13K
|