Purchases and Sales Made in Q3 2022 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
118+ 0.79% |
$2.6K - $20.9K
|
15.1K
$3M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
102+ 83.61% |
$2.24K - $18.1K
|
224
$44.6K
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
100+ 3.29% |
$2.2K - $17.7K
|
3.14K
$624K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
96+ 24.74% |
$2.11K - $17K
|
484
$96.3K
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
94+ 57.67% |
$2.07K - $16.7K
|
257
$51.1K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
91+ 2.4% |
$2K - $16.2K
|
3.88K
$771K
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
90New |
$1.98K - $16K
|
90
$17.9K
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
86+ 0.06% |
$1.89K - $15.3K
|
138K
$27.5M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85+ 49.42% |
$1.87K - $15.1K
|
257
$51.1K
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
77+ 0.31% |
$1.69K - $13.7K
|
24.9K
$4.94M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
69+ 1.98% |
$1.52K - $12.2K
|
3.55K
$706K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
59+ 3.19% |
$1.3K - $10.5K
|
1.91K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
48+ 3.39% |
$1.06K - $8.52K
|
1.46K
$291K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
35+ 1.83% |
$770 - $6.21K
|
1.95K
$388K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
35+ 250.0% |
$770 - $6.21K
|
49
$9.75K
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
34+ 0.73% |
$748 - $6.03K
|
4.69K
$932K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
26New |
$572 - $4.61K
|
26
$5.17K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23New |
$506 - $4.08K
|
23
$4.58K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.47% |
$440 - $3.55K
|
4.32K
$859K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$440 - $3.55K
|
20
$3.98K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 63.33% |
$418 - $3.37K
|
49
$9.75K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13New |
$286 - $2.31K
|
13
$2.59K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 5.11% |
$264 - $2.13K
|
247
$49.1K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 110.0% |
$242 - $1.95K
|
21
$4.18K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
9+ 1.98% |
$198 - $1.6K
|
463
$92.1K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8New |
$176 - $1.42K
|
8
$1.59K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 8.33% |
$132 - $1.06K
|
78
$15.5K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6New |
$132 - $1.06K
|
6
$1.19K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$88 - $710
|
4
$796
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 44.44% |
$88 - $710
|
13
$2.59K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4New |
$88 - $710
|
4
$796
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3New |
$66 - $532
|
3
$597
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$44 - $355
|
8.28K
$1.65M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 2.38% |
$22 - $177
|
43
$8.55K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.14% |
$22 - $177
|
705
$140K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 12.5% |
$44 - $355
|
14
$2.78K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 18.75% |
$66 - $532
|
13
$2.59K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 3.8% |
$66 - $532
|
76
$15.1K
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3- 0.15% |
$66 - $532
|
2.06K
$410K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 66.67% |
$88 - $710
|
2
$398
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 16.67% |
$88 - $710
|
20
$3.98K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-8- 2.88% |
$176 - $1.42K
|
270
$53.7K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8- 0.62% |
$176 - $1.42K
|
1.28K
$254K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-9- 6.87% |
$198 - $1.6K
|
122
$24.3K
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-10- 0.14% |
$220 - $1.77K
|
7.37K
$1.47M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 12.64% |
$242 - $1.95K
|
76
$15.1K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12- 0.47% |
$264 - $2.13K
|
2.56K
$510K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-15- 40.54% |
$330 - $2.66K
|
22
$4.38K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-18- 0.24% |
$396 - $3.19K
|
7.6K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-21- 1.1% |
$462 - $3.73K
|
1.89K
$377K
|