Equitable Holdings, Inc. Purchases in Q1 2025

Equitable Holdings, Inc.

  • $10 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.36K
+ 71.68%
$73.27 - $96.21 $173K - $227K
5.65K $413K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
13.5K
New
$10.65 - $11.24 $144K - $152K
13.5K $144K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.41K
+ 1.91%
$20.05 - $20.4 $88.4K - $90K
236K $4.8M
DVN
Devon Energy Corp

Energy
33
+ 0.11%
$33.15 - $38.55 $1.09K - $1.27K
29.6K $1.11M
VDE
Vanguard Energy ETF

ETFs
728
+ 13.48%
$119.14 - $132.76 $86.7K - $96.6K
6.13K $794K
MAIN
Main Street Capital Corp

Financial Services
2.71K
+ 38.51%
$54.71 - $63.1 $148K - $171K
9.75K $551K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
8.4K
+ 10.92%
$10.35 - $11.79 $86.9K - $99K
85.3K $952K
FTGC
First Trust Global Tactical CO

ETFs
3.14K
+ 9.03%
$23.95 - $25.86 $75.2K - $81.2K
37.9K $967K
GAIN
Gladstone Investment Corporation\De

Financial Services
10.1K
New
$12.65 - $13.97 $127K - $141K
10.1K $134K
PHYS
Sprott Physical Gold Trust

Financial Services
498
+ 1.61%
$20.25 - $24.06 $10.1K - $12K
31.4K $755K
NEAR
Blackrock Short Maturity Bond

ETFs
2.58K
+ 39.76%
$50.4 - $50.89 $130K - $131K
9.05K $460K
IHDG
Wisdomtree Tr

ETFs
3.08K
+ 12.85%
$43.4 - $47.51 $134K - $146K
27K $1.17M
AB
Alliancebernstein Holding L.P.

Financial Services
3.2K
+ 40.41%
$35.0 - $40.73 $112K - $130K
11.1K $425K
EQT
Eqt Corp

Energy
1.67K
+ 29.61%
$46.16 - $54.25 $77.2K - $90.7K
7.32K $391K
LMT
Lockheed Martin Corp

Industrials
3.1K
+ 9.7%
$423.19 - $506.29 $1.31M - $1.57M
35.1K $15.7M
CEG
Constellation Energy Corp

Utilities
1.94K
+ 17.33%
$201.63 - $347.44 $392K - $675K
13.2K $2.65M
IYJ
Ishares Tr

ETFs
1.24K
+ 13.12%
$127.48 - $142.0 $158K - $176K
10.7K $1.39M
AGNC
Agnc Investment Corp.

Real Estate
12.5K
+ 61.73%
$9.12 - $10.54 $114K - $132K
32.8K $314K
VOX
Vanguard Communication Service

ETFs
938
+ 55.63%
$147.73 - $169.24 $139K - $159K
2.62K $389K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
11.7K
+ 64.65%
$10.81 - $11.42 $127K - $134K
29.8K $323K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
6.22K
+ 14.88%
$37.78 - $43.82 $235K - $272K
48K $1.9M
ERC
Allspring Multi Sector Income Fund

Financial Services
13.6K
+ 32.45%
$9.04 - $9.39 $123K - $127K
55.4K $510K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
12.2K
New
$10.13 - $10.52 $124K - $128K
12.2K $125K
NDAQ
Nasdaq, Inc.

Financial Services
1.71K
+ 42.21%
$72.17 - $83.76 $124K - $143K
5.77K $437K
AOR
Ishares Tr Core Growth Allocat

ETFs
2.06K
+ 11.02%
$56.63 - $59.39 $117K - $123K
20.8K $1.2M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.2K
New
$12.03 - $12.69 $122K - $129K
10.2K $124K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.55K
+ 17.52%
$18.36 - $20.51 $83.5K - $93.3K
30.5K $603K
TRV
Travelers Companies, Inc.

Financial Services
158
+ 4.56%
$232.43 - $265.13 $36.7K - $41.9K
3.63K $958K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
10.8K
New
$11.12 - $11.83 $120K - $128K
10.8K $121K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
700
+ 2.81%
$51.39 - $57.43 $36K - $40.2K
25.6K $1.42M
MGC
Vanguard Mega Cap ETF

ETFs
661
+ 57.53%
$199.2 - $222.69 $132K - $147K
1.81K $364K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
12.1K
New
$9.83 - $10.34 $119K - $125K
12.1K $120K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.09K
+ 19.98%
$22.11 - $22.43 $112K - $114K
30.5K $684K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.97K
+ 3.59%
$18.18 - $18.58 $90.3K - $92.3K
143K $2.65M
SERA
Sera Prognostics, Inc.

Healthcare
32.3K
New
$3.54 - $8.33 $114K - $269K
32.3K $118K
CL
Colgate Palmolive CO

Consumer Defensive
933
+ 8.38%
$85.68 - $97.5 $79.9K - $91K
12.1K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.33K
+ 5.3%
$302.31 - $337.54 $2.22M - $2.47M
146K $44.7M
CNS
Cohen & Steers, Inc.

Financial Services
2.81K
+ 31.41%
$75.52 - $92.6 $213K - $261K
11.8K $944K
WRB
Berkley W R Corp

Financial Services
449
+ 6.7%
$56.7 - $71.27 $25.5K - $32K
7.16K $509K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 12.09%
$94.5 - $110.71 $225K - $264K
22.1K $2.12M
BOTZ
Global X Fds

ETFs
13.1K
+ 17.85%
$28.46 - $34.53 $372K - $451K
86.2K $2.45M
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
3.84K
+ 5.47%
$23.29 - $23.9 $89.5K - $91.8K
74.1K $1.76M
ZTS
Zoetis Inc.

Healthcare
665
+ 19.09%
$156.48 - $175.67 $104K - $117K
4.15K $682K
ROP
Roper Technologies Inc

Industrials
11
+ 0.72%
$502.71 - $593.81 $5.53K - $6.53K
1.54K $909K
CAH
Cardinal Health Inc

Healthcare
352
+ 10.71%
$118.02 - $137.77 $41.5K - $48.5K
3.64K $501K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.17K
+ 27.31%
$50.44 - $50.7 $109K - $110K
10.1K $511K
DTE
Dte Energy CO

Utilities
554
+ 28.21%
$117.6 - $138.27 $65.2K - $76.6K
2.52K $348K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.04K
+ 3.29%
$77.7 - $78.94 $80.7K - $81.9K
32.5K $2.57M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
1.65K
+ 3.72%
$32.01 - $34.37 $52.9K - $56.8K
46K $1.54M
Activity Summary
Buys All Purchases 885 New Holdings 135 Increased Positions 750 Sells All Sells 402 Reductions 402 Sold out 0 Options Calls 0 Puts 0
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