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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2.7MNew |
$96.1M - $112M
|
2.7M
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
23.6KNew |
$841K - $979K
|
23.6K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.2KNew |
$435K - $506K
|
12.2K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
59.9K+ 133.12% |
$2.14M - $2.49M
|
105K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
3.9KNew |
$139K - $162K
|
3.9K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.98K+ 95.86% |
$142K - $165K
|
8.14K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.2KNew |
$364K - $424K
|
10.2K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20New |
$713 - $830
|
20
$1.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
42.7KNew |
$1.52M - $1.77M
|
42.7K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-22.6K- 74.43% |
$807K - $939K
|
7.78K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$389K - $453K
|
10.9K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.71M- 17.82% |
$203M - $237M
|
26.3M
$1.4B
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
226New |
$8.05K - $9.38K
|
226
$12K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
71+ 45.51% |
$2.53K - $2.95K
|
227
$12.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
210New |
$7.48K - $8.72K
|
210
$11.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.75KNew |
$241K - $280K
|
6.75K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
21+ 3.95% |
$748 - $872
|
553
$29.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-5.01K- 6.2% |
$178K - $208K
|
75.7K
$4.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
92.9KNew |
$3.31M - $3.86M
|
92.9K
$4.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
94New |
$3.35K - $3.9K
|
94
$5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$407K - $474K
|
11.4K
$608K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$428 - $498
|
12
$638
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
575New |
$20.5K - $23.9K
|
575
$30.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
419+ 2095.0% |
$14.9K - $17.4K
|
439
$23.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-390- 97.5% |
$13.9K - $16.2K
|
10
$532
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
32New |
$1.14K - $1.33K
|
32
$1.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.09% |
$570 - $664
|
17.8K
$947K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-251- 24.27% |
$8.94K - $10.4K
|
783
$41.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
20.3KNew |
$725K - $844K
|
20.3K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32New |
$1.14K - $1.33K
|
32
$1.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-184- 2.43% |
$6.56K - $7.64K
|
7.4K
$393K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-16.6K- 23.42% |
$534K - $629K
|
54.2K
$2.88M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
17MNew |
$547M - $645M
|
17M
$902M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
20K+ 166.67% |
$645K - $760K
|
32K
$1.7M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
48.5KNew |
$1.56M - $1.84M
|
48.5K
$2.58M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$484 - $570
|
15
$798
|
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.77K- 6.14% |
$122K - $143K
|
57.7K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.14KNew |
$198K - $234K
|
6.14K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.1KNew |
$67.7K - $79.8K
|
2.1K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
9.5KNew |
$306K - $361K
|
9.5K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
26.2KNew |
$846K - $997K
|
26.2K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
34.2KNew |
$1.1M - $1.3M
|
34.2K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.81KNew |
$220K - $259K
|
6.81K
$362K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.62% |
$64.5 - $76
|
327
$17.4K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
877KNew |
$28.3M - $33.3M
|
877K
$46.7M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.53K+ 1321.55% |
$49.4K - $58.3K
|
1.65K
$87.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.61K+ 37.51% |
$116K - $137K
|
13.2K
$703K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
744New |
$24K - $28.3K
|
744
$39.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$484 - $570
|
15
$798
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
61KNew |
$1.97M - $2.32M
|
61K
$3.24M
|
|