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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$715 - $835
|
15
$798
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40.3KNew |
$1.92M - $2.24M
|
40.3K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.83KNew |
$230K - $269K
|
4.83K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-55.8K- 27.34% |
$2.66M - $3.11M
|
148K
$7.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-390- 68.9% |
$18.6K - $21.7K
|
176
$9.36K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
590+ 1.65% |
$28.1K - $32.9K
|
36.3K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-40.6K- 29.99% |
$1.93M - $2.26M
|
94.8K
$5.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-345- 14.03% |
$16.4K - $19.2K
|
2.11K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.81K- 1.0% |
$181K - $212K
|
377K
$20.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
67New |
$3.19K - $3.73K
|
67
$3.56K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.72K+ 0.73% |
$82K - $95.9K
|
238K
$12.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-273- 6.22% |
$13K - $15.2K
|
4.12K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.61K- 20.15% |
$172K - $201K
|
14.3K
$762K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18New |
$858 - $1K
|
18
$957
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
260+ 0.29% |
$12.4K - $14.5K
|
88.6K
$4.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
$762 - $891
|
16
$851
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
103+ 103.0% |
$4.91K - $5.74K
|
203
$10.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14New |
$667 - $780
|
14
$745
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
67New |
$3.19K - $3.73K
|
67
$3.56K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 34.72% |
$2.38K - $2.78K
|
94
$5K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4K+ 20.0% |
$191K - $223K
|
24K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94K+ 6.72% |
$92.3K - $108K
|
30.8K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
73K+ 370.92% |
$3.48M - $4.06M
|
92.7K
$4.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
909+ 3.03% |
$43.3K - $50.6K
|
30.9K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.04K- 4.81% |
$49.7K - $58.1K
|
20.6K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-19.1K- 18.84% |
$911K - $1.06M
|
82.4K
$4.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
496New |
$23.6K - $27.6K
|
496
$26.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.14KNew |
$245K - $286K
|
5.14K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
299+ 6.17% |
$14.2K - $16.6K
|
5.15K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-123- 1.97% |
$5.86K - $6.85K
|
6.13K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.28K+ 116.43% |
$108K - $127K
|
4.23K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-135K- 15.43% |
$6.43M - $7.52M
|
741K
$39.4M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
250+ 543.48% |
$11.9K - $13.9K
|
296
$15.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 3.89% |
$2.24K - $2.62K
|
1.16K
$61.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.13K- 3.58% |
$197K - $230K
|
111K
$5.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-530K- 98.08% |
$25.2M - $29.5M
|
10.4K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.7K- 11.56% |
$81K - $94.7K
|
13K
$691K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 33.33% |
$95.3 - $111
|
8
$425
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
38New |
$1.81K - $2.12K
|
38
$2.02K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-200- 2.45% |
$9.53K - $11.1K
|
7.98K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
11.5K+ 68.96% |
$548K - $641K
|
28.2K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
470New |
$22.4K - $26.2K
|
470
$25K
|
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-5.12K- 3.96% |
$244K - $285K
|
124K
$6.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-524K- 69.72% |
$25M - $29.2M
|
228K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.48KNew |
$309K - $361K
|
6.48K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-34- 9.14% |
$1.62K - $1.89K
|
338
$18K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
11.2K+ 20.36% |
$534K - $624K
|
66.2K
$3.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.32% |
$1.48K - $1.73K
|
9.58K
$509K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-106K- 76.42% |
$5.05M - $5.9M
|
32.7K
$1.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 92.0% |
$2.19K - $2.56K
|
96
$5.11K
|