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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.15% |
$80.6 - $87.6
|
2.07K
$111K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 3.69% |
$242 - $263
|
235
$12.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
90New |
$2.42K - $2.63K
|
90
$4.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 13.62% |
$35.6K - $38.7K
|
8.42K
$452K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
111New |
$2.98K - $3.24K
|
111
$5.96K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$22.8 - $27.2
|
1
$53.7
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-10.3KClosed |
$235K - $280K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.72KNew |
$222K - $264K
|
9.72K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
960+ 31.58% |
$21.9K - $26.1K
|
4K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.19K+ 15.85% |
$164K - $195K
|
52.5K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
93.7KNew |
$2.14M - $2.54M
|
93.7K
$5.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-993- 0.2% |
$22.7K - $27K
|
499K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
13.4K+ 27.35% |
$306K - $364K
|
62.4K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-377- 4.42% |
$8.6K - $10.2K
|
8.14K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
261KNew |
$5.95M - $7.09M
|
261K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
378+ 3.48% |
$8.63K - $10.3K
|
11.2K
$603K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.42K+ 1.64% |
$32.4K - $38.5K
|
88K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-47K- 48.49% |
$1.07M - $1.28M
|
50K
$2.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.27K+ 0.84% |
$29.1K - $34.6K
|
153K
$8.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.5K- 1.62% |
$57.1K - $67.9K
|
152K
$8.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$548 - $652
|
24
$1.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.18K- 79.23% |
$72.6K - $86.4K
|
834
$44.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
63.6KNew |
$1.45M - $1.73M
|
63.6K
$3.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-864- 10.11% |
$19.7K - $23.5K
|
7.68K
$412K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
76New |
$1.73K - $2.06K
|
76
$4.08K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36- 43.37% |
$822 - $978
|
47
$2.52K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
714+ 0.8% |
$16.8K - $23.5K
|
89.7K
$4.81M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
489KNew |
$11.5M - $16.1M
|
489K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 0.43% |
$235 - $329
|
2.34K
$125K
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.53K+ 3.77% |
$82.8K - $116K
|
97.1K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.06K+ 99.75% |
$166K - $232K
|
14.1K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-7.9K- 26.29% |
$185K - $260K
|
22.2K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
48.8KNew |
$1.14M - $1.6M
|
48.8K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52- 70.27% |
$1.22K - $1.71K
|
22
$1.18K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
22.9KNew |
$537K - $752K
|
22.9K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
17.6K+ 81.48% |
$413K - $579K
|
39.2K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.69KNew |
$180K - $253K
|
7.69K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
154New |
$3.61K - $5.06K
|
154
$8.26K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
27.7KNew |
$649K - $909K
|
27.7K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
60.7KNew |
$1.42M - $1.99M
|
60.7K
$3.26M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$469 - $658
|
20
$1.07K
|
|
|
May 09, 2023
Q1 2023
|
Gmt Capital Corp
Atlanta, GA |
SELL
|
- |
-1.04M- 65.98% |
$24.4M - $34.2M
|
536K
$28.8M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.23MNew |
$52.3M - $73.2M
|
2.23M
$120M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
354New |
$8.3K - $11.6K
|
354
$19K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 36.39% |
$3.35K - $4.7K
|
250
$13.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$328 - $460
|
14
$751
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 33.17% |
$1.55K - $2.17K
|
133
$7.14K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19New |
$446 - $625
|
19
$1.02K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
65New |
$1.52K - $2.14K
|
65
$3.49K
|
|