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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
16.2K+ 4628.57% |
$674K - $816K
|
16.6K
$880K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.65KNew |
$318K - $386K
|
7.65K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
108KNew |
$4.49M - $5.44M
|
108K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-29.2K- 82.72% |
$1.21M - $1.47M
|
6.1K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-26.4K- 50.0% |
$1.1M - $1.33M
|
26.4K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-37.5K- 78.2% |
$1.56M - $1.89M
|
10.5K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
145New |
$6.03K - $7.31K
|
145
$7.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
75KNew |
$3.12M - $3.78M
|
75K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38New |
$1.58K - $1.92K
|
38
$2.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-3.56K- 19.29% |
$148K - $179K
|
14.9K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.14K- 7.94% |
$47.4K - $57.5K
|
13.2K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-93.1K- 35.99% |
$3.87M - $4.69M
|
166K
$8.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-81- 47.93% |
$3.37K - $4.08K
|
88
$4.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10New |
$416 - $504
|
10
$532
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.9K- 3.56% |
$121K - $146K
|
78.6K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 2.19% |
$915 - $1.11K
|
982
$52.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$4.21M - $5.11M
|
101K
$5.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-624- 88.64% |
$26K - $31.4K
|
80
$4.25K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-17.4K- 50.21% |
$723K - $876K
|
17.2K
$917K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-155- 10.48% |
$6.45K - $7.81K
|
1.32K
$70.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
817+ 82.69% |
$34K - $41.2K
|
1.81K
$96K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.56% |
$166 - $202
|
260
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 57.89% |
$457 - $554
|
30
$1.6K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.3KNew |
$179K - $217K
|
4.3K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-57- 0.78% |
$2.37K - $2.87K
|
7.24K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
283+ 2.16% |
$11.8K - $14.3K
|
13.4K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$208 - $252
|
5
$266
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
4.61KNew |
$192K - $232K
|
4.61K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 30.23% |
$541 - $655
|
56
$2.98K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.52KNew |
$271K - $329K
|
6.52K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
253New |
$10.5K - $12.8K
|
253
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 13.27% |
$541 - $655
|
85
$4.52K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.55KNew |
$189K - $229K
|
4.55K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
54New |
$2.25K - $2.72K
|
54
$2.87K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.53K- 97.33% |
$63.7K - $77.2K
|
42
$2.23K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
9.71KNew |
$404K - $489K
|
9.71K
$516K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.44K+ 32.05% |
$53.5K - $63K
|
5.95K
$316K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 65.91% |
$1.07K - $1.26K
|
73
$3.88K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
97+ 8.72% |
$3.59K - $4.23K
|
1.21K
$64.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.44K- 97.09% |
$53.2K - $62.7K
|
43
$2.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
9.96KNew |
$369K - $434K
|
9.96K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-87.2KClosed |
$3.23M - $3.8M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.84KNew |
$365K - $429K
|
9.84K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.94K+ 1.56% |
$146K - $172K
|
256K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
72.3KNew |
$2.68M - $3.15M
|
72.3K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.78K- 45.02% |
$65.9K - $77.6K
|
2.17K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
37.8K+ 15.66% |
$1.4M - $1.65M
|
279K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-910- 9.23% |
$33.7K - $39.7K
|
8.95K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
58.8KNew |
$2.18M - $2.56M
|
58.8K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
24.8KNew |
$919K - $1.08M
|
24.8K
$1.32M
|
|