Patriot Financial Group Insurance Agency, LLC Equitable Holdings, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$25.56 - $32.3 $3,629 - $4,586	-142 Reduced 72.82%	53 $1,000
Q1 2022 May 11, 2022	SELL	$28.52 - $36.3 $114 - $145	-4 Reduced 2.01%	195 $6,000
Q4 2021 Jan 10, 2022	SELL	$29.95 - $35.43 $1,677 - $1,984	-56 Reduced 21.96%	199 $7,000
Q3 2021 Nov 24, 2021	BUY	$28.02 - $32.96 $392 - $461	14 Added 5.81%	255 $8,000
Q2 2021 Jul 30, 2021	SELL	$29.43 - $35.11 $29 - $35	-1 Reduced 0.41%	241 $7,000
Q4 2020 Jan 15, 2021	SELL	$18.5 - $27.12 $2,312 - $3,390	-125 Reduced 34.06%	242 $6,000
Q2 2020 Jul 10, 2020	BUY	$13.02 - $23.05 $2,252 - $3,987	173 Added 89.18%	367 $7,000
Q1 2020 Apr 15, 2020	BUY	$10.42 - $27.15 $2,021 - $5,267	194 New	194 $3,000

Others Institutions Holding EQH

# of Institutions

528

Shares Held

274M

Call Options Held

111K

Put Options Held

195K

Vanguard Group Inc Valley Forge, PA

36.2M
Shares

$1.72 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

26.3M
Shares

$1.25 Billion
0.02% of portfolio
Price T Rowe Associates Inc Baltimore, MD

20.7M
Shares

$984 Million
0.1% of portfolio
Canada Pension Plan Investment Board Toronto Ontario, A6

19M
Shares

$899 Million
0.81% of portfolio
Richard Pzena Pzena Investment Management LLC

16.4M
Shares

$780 Million
2.29% of portfolio

View Full List

About Equitable Holdings, Inc.

Ticker EQH
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 375,623,008
Market Cap $17.8B
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...

More about EQH

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