Latest Institutional Transactions on Equitable Holdings, Inc. (EQH)
This table provides information on the latest institutional transactions involving Equitable Holdings, Inc. (EQH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-64.6K- 50.83% |
$2.84M - $3.62M
|
62.5K
$3.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61.6KNew |
$2.71M - $3.45M
|
61.6K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11.3KNew |
$497K - $634K
|
11.3K
$601K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
74+ 52.11% |
$3.25K - $4.15K
|
216
$11.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.14% |
$748 - $954
|
12.5K
$664K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
78New |
$3.43K - $4.38K
|
78
$4.15K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 1.08% |
$616 - $785
|
1.29K
$68.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
15New |
$660 - $842
|
15
$798
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 0.37% |
$308 - $393
|
1.87K
$99.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$1.12K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
119+ 18.06% |
$5.23K - $6.68K
|
778
$41.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 3.26% |
$880 - $1.12K
|
594
$31.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10+ 0.12% |
$440 - $561
|
8.3K
$442K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.37K- 3.36% |
$60K - $76.6K
|
39.2K
$2.09M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
132K+ 255.04% |
$6.31M - $7.37M
|
184K
$9.81M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.97K+ 0.28% |
$93.6K - $109K
|
706K
$37.6M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$286 - $334
|
6
$319
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1K+ 2.57% |
$47.8K - $55.9K
|
40.1K
$2.13M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.78K+ 1864.43% |
$132K - $155K
|
2.93K
$156K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
266K+ 4.81% |
$12.7M - $14.8M
|
5.79M
$308M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
882New |
$42K - $49.1K
|
882
$46.9K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-14.2K- 34.48% |
$678K - $792K
|
27K
$1.44M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-747- 4.36% |
$35.6K - $41.6K
|
16.4K
$870K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-41.1K- 56.6% |
$1.96M - $2.29M
|
31.5K
$1.67M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.4KNew |
$209K - $245K
|
4.4K
$234K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.68K- 2.99% |
$128K - $149K
|
87K
$4.62M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
26K+ 1.01% |
$1.24M - $1.44M
|
2.58M
$137M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
113K+ 1284.9% |
$5.41M - $6.32M
|
122K
$6.51M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11New |
$524 - $612
|
11
$585
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.42KNew |
$401K - $469K
|
8.42K
$448K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$333 - $390
|
7
$372
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-767K- 40.97% |
$36.5M - $42.7M
|
1.1M
$58.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
47+ 8.95% |
$2.24K - $2.62K
|
572
$30.4K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
15.4K+ 46.13% |
$734K - $857K
|
48.8K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
111KNew |
$5.29M - $6.18M
|
111K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.51KNew |
$167K - $196K
|
3.51K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.32K- 4.7% |
$111K - $129K
|
47.1K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-109K- 59.89% |
$5.17M - $6.05M
|
72.7K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
27.3K+ 14.23% |
$1.3M - $1.52M
|
219K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22.7K- 3.37% |
$1.08M - $1.26M
|
650K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
87.3KNew |
$4.16M - $4.86M
|
87.3K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.58KNew |
$218K - $255K
|
4.58K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 1.76% |
$429 - $501
|
519
$27.6K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.8K- 43.46% |
$515K - $601K
|
14.1K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-211- 0.55% |
$10.1K - $11.7K
|
38.4K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-180K- 1.39% |
$8.6M - $10M
|
12.8M
$683M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-462K- 20.33% |
$22M - $25.7M
|
1.81M
$96.4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 33.33% |
$238 - $278
|
20
$1.06K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.2KNew |
$627K - $733K
|
13.2K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
68.2K+ 34.66% |
$3.25M - $3.8M
|
265K
$14.1M
|
|