Equitable Holdings, Inc. EQH
We take great care to ensure that the data presented and summarized in this overview for Equitable Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EQH
View all-
Vanguard Group Inc Valley Forge, PA36.2MShares$1.69 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.3MShares$1.22 Billion0.02% of portfolio
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Price T Rowe Associates Inc Baltimore, MD20.7MShares$965 Million0.1% of portfolio
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Canada Pension Plan Investment Board Toronto Ontario, A619MShares$882 Million0.81% of portfolio
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Richard Pzena Pzena Investment Management LLC16.4MShares$764 Million2.29% of portfolio
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State Street Corp Boston, MA13MShares$604 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA7.73MShares$360 Million0.07% of portfolio
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First Trust Advisors LP Wheaton, IL7.47MShares$347 Million0.31% of portfolio
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Greg Alexander Conifer Management, L.L.C. | New York, Ny6MShares$279 Million30.39% of portfolio
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Geode Capital Management, LLC Boston, MA5.68MShares$264 Million0.02% of portfolio
Latest Institutional Activity in EQH
Top Purchases
Top Sells
About EQH
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 annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Insider Transactions at EQH
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 18
2024
|
Nick Lane |
SELL
Open market or private sale
|
Direct |
25,000
-2.66%
|
$1,125,000
$45.69 P/Share
|
Dec 18
2024
|
Nick Lane |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+2.91%
|
$115,000
$23.18 P/Share
|
Dec 16
2024
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
30,000
-2.26%
|
$1,410,000
$47.31 P/Share
|
Dec 16
2024
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+2.9%
|
$420,000
$21.34 P/Share
|
Dec 16
2024
|
Jeffrey J Hurd Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
6,666
-6.32%
|
$313,302
$47.31 P/Share
|
Dec 03
2024
|
Jeffrey J Hurd Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
295
+0.28%
|
-
|
Dec 03
2024
|
Nick Lane |
BUY
Grant, award, or other acquisition
|
Direct |
328
+0.2%
|
-
|
Dec 03
2024
|
Robin M Raju Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
306
+0.25%
|
-
|
Dec 03
2024
|
Jose Ramon Gonzalez Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
162
+0.22%
|
-
|
Dec 03
2024
|
Seth P Bernstein |
BUY
Grant, award, or other acquisition
|
Direct |
117
+0.13%
|
-
|
Dec 03
2024
|
William James Iv Eckert Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
55
+0.28%
|
-
|
Dec 03
2024
|
Mark Pearson President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
1,384
+0.21%
|
-
|
Nov 19
2024
|
Craig C Mac Kay |
SELL
Open market or private sale
|
Direct |
1,000
-6.29%
|
$46,000
$46.41 P/Share
|
Nov 15
2024
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
30,000
-2.23%
|
$1,410,000
$47.43 P/Share
|
Nov 15
2024
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+2.86%
|
$420,000
$21.34 P/Share
|
Nov 08
2024
|
Jeffrey J Hurd Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
6,666
-5.96%
|
$313,302
$47.53 P/Share
|
Oct 15
2024
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
30,000
-2.2%
|
$1,320,000
$44.4 P/Share
|
Oct 15
2024
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+2.82%
|
$420,000
$21.34 P/Share
|
Sep 19
2024
|
William James Iv Eckert Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
3,500
-15.34%
|
$147,000
$42.42 P/Share
|
Sep 16
2024
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
30,000
-2.17%
|
$1,200,000
$40.78 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 460K shares |
---|---|
Exercise of conversion of derivative security | 413K shares |
Open market or private sale | 707K shares |
---|---|
Payment of exercise price or tax liability | 207K shares |