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 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
42.2KNew |
$1.06M - $1.46M
|
42.2K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
235New |
$5.92K - $8.1K
|
235
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.68K- 5.83% |
$143K - $196K
|
91.8K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21K- 36.65% |
$529K - $724K
|
36.3K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-39- 4.86% |
$983 - $1.34K
|
764
$41K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-162K- 5.25% |
$4.1M - $5.6M
|
2.93M
$157M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-17.5K- 39.45% |
$440K - $602K
|
26.8K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-27.7K- 59.91% |
$697K - $953K
|
18.5K
$993K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
CALL |
200New |
$5.04K - $6.89K
|
200
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$176 - $241
|
7
$376
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.84M- 63.0% |
$46.4M - $63.4M
|
1.08M
$58M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
70New |
$1.76K - $2.41K
|
70
$3.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-141- 30.45% |
$3.55K - $4.86K
|
322
$17.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53- 18.47% |
$1.34K - $1.83K
|
234
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$1.51K - $2.07K
|
60
$3.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.33K- 14.34% |
$134K - $184K
|
31.8K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28K+ 83.7% |
$158K - $216K
|
13.8K
$740K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-374- 9.27% |
$9.43K - $12.9K
|
3.66K
$196K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.18KNew |
$206K - $282K
|
8.18K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
112New |
$2.82K - $3.86K
|
112
$6.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
100New |
$2.52K - $3.45K
|
100
$5.37K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
22New |
$555 - $758
|
22
$1.18K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-1.3K- 86.67% |
$32.8K - $44.8K
|
200
$10.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
154New |
$3.88K - $5.31K
|
154
$8.26K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
20.1MNew |
$539M - $585M
|
20.1M
$1.08B
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
62.6KNew |
$1.68M - $1.83M
|
62.6K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
10.9KNew |
$293K - $318K
|
10.9K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-3.05K- 19.5% |
$81.9K - $89.1K
|
12.6K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.1KNew |
$83.3K - $90.5K
|
3.1K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.7KNew |
$288K - $313K
|
10.7K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
23.4KNew |
$629K - $683K
|
23.4K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10KNew |
$269K - $293K
|
10K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-24.5K- 0.73% |
$658K - $715K
|
3.34M
$179M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19.1K+ 42.45% |
$513K - $558K
|
64.1K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
37.2KNew |
$1M - $1.09M
|
37.2K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
2.5K+ 0.94% |
$67.2K - $73K
|
268K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.37KNew |
$63.5K - $69K
|
2.37K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 3.83% |
$269 - $292
|
251
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.07KNew |
$244K - $265K
|
9.07K
$487K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.74K+ 42.39% |
$46.7K - $50.7K
|
5.84K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.89KNew |
$212K - $230K
|
7.89K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
817New |
$21.9K - $23.8K
|
817
$43.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$134 - $146
|
5
$268
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.9K+ 20.61% |
$293K - $319K
|
63.9K
$3.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 23.7% |
$59.8K - $65K
|
7.17K
$385K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$26.9 - $29.2
|
52
$2.79K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
277KNew |
$7.43M - $8.08M
|
277K
$14.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-79.6K- 39.72% |
$2.14M - $2.32M
|
121K
$6.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$4.03K - $4.38K
|
150
$8.05K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
342New |
$9.19K - $9.98K
|
342
$18.3K
|
|