Hennessy Advisors Inc Equitable Holdings, Inc. Transaction History

Hennessy Advisors Inc

$2.81 Billion
Q3 2025

A detailed history of Hennessy Advisors Inc transactions in Equitable Holdings, Inc. stock. As of the latest transaction made, Hennessy Advisors Inc holds 22,000 shares of EQH stock, worth $983,840. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,000

Previous 27,000 18.52%

Holding current value

$983,840

Previous $1.51 Million 26.22%

% of portfolio

0.04%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$50.09 - $55.88 $250,450 - $279,400	-5,000 Reduced 18.52%	22,000 $1.12 Million
Q2 2025 Jul 21, 2025	BUY	$43.98 - $56.1 $131,940 - $168,300	3,000 Added 12.5%	27,000 $1.51 Million
Q1 2025 Apr 16, 2025	BUY	$47.64 - $55.68 $190,560 - $222,720	4,000 Added 20.0%	24,000 $1.25 Million
Q4 2024 Jan 14, 2025	BUY	$41.59 - $50.4 $41,590 - $50,400	1,000 Added 5.26%	20,000 $943,000
Q3 2024 Oct 15, 2024	BUY	$37.05 - $43.61 $148,200 - $174,440	4,000 Added 26.67%	19,000 $798,000
Q2 2024 Jul 23, 2024	BUY	$35.63 - $41.5 $534,450 - $622,500	15,000 New	15,000 $612,000
Q3 2023 Oct 18, 2023	SELL	$26.86 - $29.19 $53,720 - $58,380	-2,000 Reduced 2.37%	82,400 $2.34 Million
Q2 2023 Jul 17, 2023	SELL	$22.82 - $27.16 $47,922 - $57,036	-2,100 Reduced 2.43%	84,400 $2.29 Million
Q1 2023 Apr 14, 2023	BUY	$23.46 - $32.88 $2.03 Million - $2.84 Million	86,500 New	86,500 $2.2 Million
Q1 2021 Apr 19, 2021	SELL	$24.72 - $32.62 $2.4 Million - $3.16 Million	-96,900 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$18.5 - $27.12 $48,100 - $70,512	-2,600 Reduced 2.61%	96,900 $2.48 Million
Q3 2020 Oct 16, 2020	SELL	$17.64 - $21.8 $72,324 - $89,380	-4,100 Reduced 3.96%	99,500 $1.82 Million
Q2 2020 Jul 20, 2020	SELL	$13.02 - $23.05 $54,684 - $96,810	-4,200 Reduced 3.9%	103,600 $2 Million
Q1 2020 Apr 14, 2020	BUY	$10.42 - $27.15 $1.12 Million - $2.93 Million	107,800 New	107,800 $1.56 Million

Others Institutions Holding EQH

# of Institutions

620

Shares Held

268M

Call Options Held

142K

Put Options Held

85.3K

View Full List

About Equitable Holdings, Inc.

Ticker EQH
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 375,623,008
Market Cap $16.8B
Description
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annu...

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Hennessy Advisors Inc Equitable Holdings, Inc. Transaction History