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 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.56KNew |
$201K - $256K
|
4.56K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
134New |
$5.89K - $7.52K
|
134
$7.03K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 1.85% |
$88K - $112K
|
110K
$5.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 1.5% |
$57.2K - $72.9K
|
85.5K
$4.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.91K- 4.75% |
$83.9K - $107K
|
38.2K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.34KNew |
$58.7K - $74.9K
|
1.34K
$70K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-815- 8.04% |
$35.8K - $45.7K
|
9.33K
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$792 - $1.01K
|
18
$944
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.32K- 12.65% |
$58K - $73.9K
|
9.1K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-800- 13.11% |
$35.2K - $44.9K
|
5.3K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 100.0% |
$484 - $617
|
22
$1.15K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.66K+ 47.63% |
$249K - $318K
|
17.5K
$920K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
186+ 3.04% |
$8.18K - $10.4K
|
6.31K
$331K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 31.93% |
$284K - $362K
|
26.7K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 83.33% |
$440 - $561
|
22
$1.15K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.71K+ 57.27% |
$163K - $208K
|
10.2K
$534K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 175.0% |
$1.23K - $1.57K
|
44
$2.31K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-40.3K- 69.57% |
$1.77M - $2.26M
|
17.6K
$924K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-41.7K- 44.75% |
$1.83M - $2.34M
|
51.5K
$2.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3K+ 12.5% |
$132K - $168K
|
27K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.88K+ 5.51% |
$215K - $274K
|
93.4K
$4.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9- 0.13% |
$396 - $505
|
6.87K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19New |
$836 - $1.07K
|
19
$996
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
160+ 1.39% |
$7.04K - $8.98K
|
11.7K
$613K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-59.5K- 44.78% |
$2.62M - $3.34M
|
73.4K
$3.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
117New |
$5.15K - $6.56K
|
117
$6.14K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.44K- 28.09% |
$63.5K - $81K
|
3.7K
$194K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.83M+ 552.97% |
$80.7M - $103M
|
2.17M
$114M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
238+ 5.92% |
$10.5K - $13.4K
|
4.26K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-127- 2.77% |
$5.59K - $7.12K
|
4.46K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
184+ 4.0% |
$8.09K - $10.3K
|
4.79K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
131+ 0.91% |
$5.76K - $7.35K
|
14.5K
$758K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$1.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-854- 4.8% |
$37.6K - $47.9K
|
17K
$889K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.59% |
$44 - $56.1
|
62
$3.25K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-178K- 74.96% |
$7.85M - $10M
|
59.6K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.17K- 17.25% |
$51.5K - $65.7K
|
5.62K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.16K- 5.93% |
$94.8K - $121K
|
34.2K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2.92K+ 2.53% |
$128K - $164K
|
118K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-394- 7.94% |
$17.3K - $22.1K
|
4.57K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$352 - $449
|
8
$420
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
281New |
$12.4K - $15.8K
|
281
$14.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-35- 41.18% |
$1.54K - $1.96K
|
50
$2.62K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-830- 16.13% |
$36.5K - $46.6K
|
4.32K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$352 - $449
|
8
$420
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.74K+ 3.88% |
$164K - $210K
|
100K
$5.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
87New |
$3.83K - $4.88K
|
87
$4.56K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-1.76K- 11.84% |
$77.5K - $98.8K
|
13.1K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72KNew |
$252K - $321K
|
5.72K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 19.7% |
$1.76K - $2.24K
|
243
$12.7K
|