Purchases and Sales Made in Q3 2024 in Assurant, Inc. (AIZ)
This table provides information about the institutional ownership of Assurant, Inc. (AIZ) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$8.06K - $10K
|
50
$10.1K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.49% |
$8.06K - $10K
|
3.41K
$691K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
40New |
$6.45K - $8K
|
40
$8.12K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
36+ 1.97% |
$5.81K - $7.2K
|
1.86K
$378K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 11.38% |
$5.32K - $6.6K
|
323
$65.6K
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
27+ 0.43% |
$4.35K - $5.4K
|
6.31K
$1.28M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 500.0% |
$4.03K - $5K
|
30
$6.09K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
24+ 1.44% |
$3.87K - $4.8K
|
1.69K
$343K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
24+ 1.24% |
$3.87K - $4.8K
|
1.96K
$397K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 157.14% |
$3.55K - $4.4K
|
36
$7.31K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.58% |
$3.23K - $4K
|
3.46K
$702K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 13.42% |
$3.23K - $4K
|
169
$34.3K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20New |
$3.23K - $4K
|
20
$4.06K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18+ 43.9% |
$2.9K - $3.6K
|
59
$12K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
18New |
$2.9K - $3.6K
|
18
$3.65K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
17New |
$2.74K - $3.4K
|
17
$3.45K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
16New |
$2.58K - $3.2K
|
16
$3.25K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16+ 84.21% |
$2.58K - $3.2K
|
35
$7.1K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12+ 0.53% |
$1.94K - $2.4K
|
2.27K
$460K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$1.94K - $2.4K
|
12
$2.44K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 12.5% |
$1.45K - $1.8K
|
81
$16.4K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
8+ 200.0% |
$1.29K - $1.6K
|
12
$2.44K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7+ 0.57% |
$1.13K - $1.4K
|
1.24K
$251K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6New |
$968 - $1.2K
|
6
$1.22K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 11.76% |
$968 - $1.2K
|
57
$11.6K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5+ 0.3% |
$806 - $1K
|
1.66K
$336K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.45% |
$645 - $800
|
280
$56.8K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 1.93% |
$645 - $800
|
211
$42.8K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 3.77% |
$323 - $400
|
55
$11.2K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2+ 0.02% |
$323 - $400
|
11.4K
$2.31M
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1+ 0.02% |
$161 - $200
|
4.53K
$920K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.4% |
$161 - $200
|
253
$51.3K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.24% |
$161 - $200
|
424
$86.1K
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.07% |
$161 - $200
|
1.39K
$281K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 2.38% |
$161 - $200
|
41
$8.32K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 5.0% |
$323 - $400
|
38
$7.71K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 7.5% |
$484 - $600
|
37
$7.51K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 8.57% |
$484 - $600
|
32
$6.49K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 19.05% |
$645 - $800
|
17
$3.45K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 4.0% |
$645 - $800
|
96
$19.5K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 5.07% |
$1.13K - $1.4K
|
131
$26.6K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8- 14.55% |
$1.29K - $1.6K
|
47
$9.54K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-9- 25.0% |
$1.45K - $1.8K
|
27
$5.48K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 5.46% |
$1.61K - $2K
|
173
$35.1K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 16.39% |
$1.61K - $2K
|
51
$10.4K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13- 0.3% |
$2.1K - $2.6K
|
4.31K
$874K
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-14- 0.85% |
$2.26K - $2.8K
|
1.64K
$333K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 10.07% |
$2.42K - $3K
|
134
$27.2K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-18- 32.73% |
$2.9K - $3.6K
|
37
$7.51K
|