Latest Institutional Purchases of Assurant, Inc. (AIZ)
This list provides information on the latest institutional transactions involving Assurant, Inc. (AIZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
196+ 1.77% |
$32K - $36.9K
|
11.3K
$2.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
115New |
$18.8K - $21.6K
|
115
$26.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$12.2K - $14.1K
|
75
$17.1K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
37New |
$6.04K - $6.96K
|
37
$8.46K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
35New |
$5.72K - $6.59K
|
35
$8K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
35+ 2.07% |
$5.72K - $6.59K
|
1.73K
$395K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
30New |
$4.9K - $5.65K
|
30
$6.86K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6New |
$980 - $1.13K
|
6
$1.37K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5New |
$817 - $941
|
5
$1.14K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$653 - $753
|
4
$914
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4+ 0.31% |
$653 - $753
|
1.31K
$300K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$327 - $376
|
2
$457
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
11.8KNew |
$1.69M - $2.02M
|
11.8K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
4.36KNew |
$624K - $747K
|
4.36K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
2.95KNew |
$422K - $505K
|
2.95K
$674K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.88KNew |
$413K - $494K
|
2.88K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$290K - $347K
|
2.02K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
1K+ 40.0% |
$143K - $171K
|
3.5K
$800K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
993New |
$142K - $170K
|
993
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
417+ 6.37% |
$59.7K - $71.5K
|
6.96K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
236New |
$33.8K - $40.5K
|
236
$53.9K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
222New |
$31.8K - $38.1K
|
222
$50.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
139New |
$19.9K - $23.8K
|
139
$31.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
60New |
$8.59K - $10.3K
|
60
$13.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$7.45K - $8.91K
|
52
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17+ 41.46% |
$2.43K - $2.91K
|
58
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$1.86K - $2.23K
|
13
$2.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5New |
$716 - $857
|
5
$1.14K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
15KNew |
$1.86M - $2.22M
|
15K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
4.5KNew |
$559K - $665K
|
4.5K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
4.36KNew |
$541K - $643K
|
4.36K
$996K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15KNew |
$391K - $465K
|
3.15K
$720K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
2.7KNew |
$335K - $399K
|
2.7K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.5KNew |
$311K - $369K
|
2.5K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.85KNew |
$230K - $273K
|
1.85K
$423K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.44KNew |
$179K - $213K
|
1.44K
$329K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.18KNew |
$147K - $174K
|
1.18K
$270K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
900New |
$112K - $133K
|
900
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
98New |
$12.2K - $14.5K
|
98
$22.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
69+ 3.53% |
$8.57K - $10.2K
|
2.02K
$462K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
39New |
$4.84K - $5.76K
|
39
$8.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$2.86K - $3.4K
|
23
$5.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10New |
$1.24K - $1.48K
|
10
$2.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$373 - $443
|
3
$686
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$124 - $148
|
1
$229
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
14.4KNew |
$1.67M - $1.9M
|
14.4K
$3.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.6KNew |
$1.46M - $1.66M
|
12.6K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
4.8KNew |
$557K - $634K
|
4.8K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
BUY
|
- |
360+ 4.4% |
$41.8K - $47.5K
|
8.55K
$1.95M
|
|