Equitable Holdings, Inc. Purchases in Q2 2025

Equitable Holdings, Inc.

  • $11.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
1.2K
+ 19.35%
$47.18 - $48.62 $56.6K - $58.3K
7.4K $359K
NVS
Novartis Ag

Healthcare
260
+ 7.75%
$101.96 - $121.01 $26.5K - $31.5K
3.62K $437K
EMN
Eastman Chemical CO

Basic Materials
2.52K
+ 26.94%
$72.7 - $88.29 $183K - $223K
11.9K $887K
AIG
American International Group, Inc.

Financial Services
762
+ 29.29%
$77.56 - $87.72 $59.1K - $66.8K
3.36K $287K
APO
Apollo Global Management, Inc.

Financial Services
231
+ 4.14%
$108.68 - $145.07 $25.1K - $33.5K
5.81K $824K
RACE
Ferrari N.V.

Consumer Cyclical
36
+ 5.46%
$397.86 - $499.02 $14.3K - $18K
695 $341K
YUM
Yum Brands Inc

Consumer Cyclical
509
+ 28.36%
$138.36 - $161.45 $70.4K - $82.2K
2.3K $341K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
5.4K
+ 40.0%
$9.74 - $10.75 $52.6K - $58.1K
18.9K $202K
EW
Edwards Lifesciences Corp

Healthcare
386
+ 8.22%
$67.07 - $78.22 $25.9K - $30.2K
5.08K $397K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
1.25K
+ 0.7%
$20.04 - $20.55 $25.1K - $25.7K
180K $3.69M
DFIS
Dimensional ETF Tr Dimensional

ETFs
465
+ 4.56%
$23.2 - $29.84 $10.8K - $13.9K
10.7K $318K
HLN
Haleon PLC

Healthcare
5.16K
+ 18.55%
$9.27 - $11.41 $47.8K - $58.8K
33K $341K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.15K
+ 8.53%
$45.07 - $52.57 $187K - $218K
52.8K $2.58M
DRI
Darden Restaurants Inc

Consumer Cyclical
172
+ 12.34%
$186.58 - $225.78 $32.1K - $38.8K
1.57K $341K
WELL
Welltower Inc.

Real Estate
321
+ 9.15%
$136.49 - $155.22 $43.8K - $49.8K
3.83K $588K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.69K
+ 15.17%
$28.02 - $32.37 $47.3K - $54.6K
12.8K $406K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.15K
+ 16.38%
$7.69 - $11.46 $24.2K - $36.1K
22.4K $256K
RY
Royal Bank Of Canada

Financial Services
116
+ 6.47%
$108.36 - $131.55 $12.6K - $15.3K
1.91K $251K
AZN
Astrazeneca PLC

Healthcare
1.71K
+ 8.63%
$64.87 - $75.0 $111K - $129K
21.6K $1.51M
ECL
Ecolab Inc.

Basic Materials
126
+ 14.47%
$225.65 - $270.95 $28.4K - $34.1K
997 $268K
PSN
Parsons Corp

Industrials
37
+ 1.02%
$58.88 - $71.77 $2.18K - $2.66K
3.68K $263K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
484
+ 13.15%
$71.94 - $86.02 $34.8K - $41.6K
4.17K $356K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
4.07K
+ 13.28%
$10.28 - $11.04 $41.8K - $44.9K
34.7K $382K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
5.12K
+ 11.86%
$13.74 - $15.66 $70.3K - $80.1K
48.2K $718K
MFM
Mfs Municipal Income Trust

Financial Services
9.87K
+ 32.99%
$4.98 - $5.37 $49.1K - $53K
39.8K $205K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
10
+ 0.64%
$140.37 - $177.56 $1.4K - $1.78K
1.58K $272K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
822
+ 10.6%
$24.38 - $30.18 $20K - $24.8K
8.58K $258K
HCA
Hca Healthcare, Inc.

Healthcare
42
+ 5.81%
$317.61 - $387.52 $13.3K - $16.3K
765 $293K
SB
Safe Bulkers, Inc.

Industrials
12.5K
New
$3.05 - $3.88 $38K - $48.3K
12.5K $44K
OMFS
Invesco Exchange Traded Self I

ETFs
607
+ 7.55%
$33.88 - $40.17 $20.6K - $24.4K
8.65K $346K
SHW
Sherwin Williams CO

Basic Materials
154
+ 7.49%
$313.51 - $363.51 $48.3K - $56K
2.21K $758K
MFC
Manulife Financial Corp

Financial Services
973
+ 8.72%
$26.93 - $32.44 $26.2K - $31.6K
12.1K $387K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.14K
+ 19.82%
$11.35 - $12.45 $47K - $51.6K
25K $298K
WTRG
Essential Utilities, Inc.

Utilities
1.37K
+ 26.86%
$36.92 - $41.39 $50.6K - $56.7K
6.48K $240K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
157
+ 3.64%
$82.93 - $99.12 $13K - $15.6K
4.48K $443K
CNI
Canadian National Railway CO

Industrials
80
+ 1.76%
$92.66 - $108.13 $7.41K - $8.65K
4.63K $481K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.12K
+ 17.74%
$55.13 - $75.25 $61.9K - $84.4K
7.45K $510K
IBRX
Immunity Bio, Inc.

Healthcare
14.5K
New
$1.89 - $3.44 $27.4K - $49.9K
14.5K $38K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
689
+ 16.39%
$49.54 - $50.53 $34.1K - $34.8K
4.89K $246K
VGSH
Vanguard

ETFs
597
+ 3.54%
$58.32 - $58.95 $34.8K - $35.2K
17.5K $1.03M
KXI
Ishares Tr Global Consumer Sta

ETFs
384
+ 5.96%
$60.73 - $67.45 $23.3K - $25.9K
6.83K $446K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.48K
+ 15.95%
$22.09 - $22.44 $32.6K - $33.1K
10.7K $240K
IP
International Paper CO

Consumer Cyclical
2.82K
+ 18.64%
$43.89 - $54.46 $124K - $154K
18K $841K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
496
+ 16.54%
$212.1 - $244.27 $105K - $121K
3.5K $764K
VAL
Valaris LTD

Energy
415
+ 7.59%
$28.94 - $46.88 $12K - $19.5K
5.88K $247K
ATUS
Altice Usa, Inc.

Communication Services
15K
New
$1.99 - $2.83 $29.9K - $42.5K
15K $32K
CLF
Cleveland Cliffs Inc.

Basic Materials
6.25K
+ 23.67%
$5.83 - $8.88 $36.4K - $55.5K
32.6K $248K
MAIN
Main Street Capital Corp

Financial Services
128
+ 1.31%
$49.15 - $59.32 $6.29K - $7.59K
9.88K $583K
PPG
Ppg Industries Inc

Basic Materials
167
+ 5.48%
$91.66 - $115.04 $15.3K - $19.2K
3.22K $365K
Activity Summary
Buys All Purchases 1035 New Holdings 173 Increased Positions 862 Sells All Sells 375 Reductions 375 Sold out 0 Options Calls 0 Puts 0
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