Equitable Holdings, Inc. Starboard Invt Tr Transaction History

Equitable Holdings, Inc.

$9.9 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	SELL	$21.23 - $23.43 $32,524 - $35,894	-1,532 Reduced 4.68%	31,179 $730,000
Q1 2023 May 15, 2023	BUY	$20.42 - $22.58 $20 - $22	1 Added 0.0%	32,711 $712,000
Q3 2022 Nov 14, 2022	SELL	$19.18 - $22.68 $252,696 - $298,809	-13,175 Reduced 28.71%	32,710 $627,000
Q2 2022 Aug 15, 2022	SELL	$20.14 - $24.09 $39,091 - $46,758	-1,941 Reduced 4.06%	45,885 $924,000
Q1 2022 May 13, 2022	SELL	$22.5 - $25.52 $125,730 - $142,605	-5,588 Reduced 10.46%	47,826 $1.14 Million
Q4 2021 Feb 11, 2022	SELL	$24.22 - $27.48 $793,156 - $899,915	-32,748 Reduced 38.01%	53,414 $1.36 Million
Q3 2021 Nov 12, 2021	BUY	$25.06 - $26.87 $88,060 - $94,421	3,514 Added 4.25%	86,162 $2.22 Million
Q2 2021 Aug 11, 2021	BUY	$24.6 - $26.2 $2.03 Million - $2.17 Million	82,648 New	82,648 $2.17 Million

Others Institutions Holding AGOX

# of Institutions

50

Shares Held

9.51M

Call Options Held

0

Put Options Held

0

Kestra Advisory Services, LLC

1.92M
Shares

$56.7 Million
0.32% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.4M
Shares

$41.4 Million
1.8% of portfolio
Kestra Private Wealth Services, LLC

1.05M
Shares

$30.9 Million
0.57% of portfolio
Octavia Wealth Advisors, LLC

788K
Shares

$23.3 Million
2.82% of portfolio
Envestnet Asset Management Inc

534K
Shares

$15.8 Million
0.01% of portfolio

About STARBOARD INVT TR

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