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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.9K- 26.03% |
$61.3K - $72.2K
|
5.4K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.2KNew |
$2.2M - $2.59M
|
68.2K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-14.6K- 3.38% |
$472K - $556K
|
418K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-11.3K- 99.88% |
$364K - $429K
|
14
$745
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.39K+ 19.92% |
$77K - $90.8K
|
14.4K
$765K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-110K- 13.79% |
$3.54M - $4.17M
|
685K
$36.4M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
21KNew |
$677K - $798K
|
21K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.81K- 6.47% |
$58.5K - $68.9K
|
26.2K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.42K- 1.46% |
$45.7K - $53.8K
|
95.5K
$5.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$64.5 - $76
|
2
$106
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3KNew |
$41.9K - $49.4K
|
1.3K
$69.1K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
65.5KNew |
$2.11M - $2.49M
|
65.5K
$3.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-4.83K- 34.17% |
$156K - $183K
|
9.3K
$494K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.23K - $3.8K
|
100
$5.32K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 12.5% |
$484 - $570
|
135
$7.18K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.58KNew |
$180K - $212K
|
5.58K
$297K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
206New |
$6.64K - $7.83K
|
206
$11K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 306.25% |
$1.58K - $1.86K
|
65
$3.46K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
64New |
$2.06K - $2.43K
|
64
$3.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
122+ 0.55% |
$3.93K - $4.64K
|
22.1K
$1.18M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
306K+ 19.4% |
$7.71M - $10.5M
|
1.88M
$100M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39- 66.1% |
$983 - $1.34K
|
20
$1.06K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$2.67K - $3.65K
|
106
$5.64K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$933 - $1.28K
|
37
$1.97K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.46KNew |
$238K - $326K
|
9.46K
$503K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$126 - $172
|
5
$266
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12K+ 12.58% |
$301K - $412K
|
107K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21K- 36.65% |
$529K - $724K
|
36.3K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
113K+ 41.09% |
$2.84M - $3.89M
|
387K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18K- 4.16% |
$454K - $621K
|
415K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.2KClosed |
$384K - $525K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
563New |
$14.2K - $19.4K
|
563
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
33KNew |
$832K - $1.14M
|
33K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
42.2KNew |
$1.06M - $1.46M
|
42.2K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
235New |
$5.92K - $8.1K
|
235
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-39- 4.86% |
$983 - $1.34K
|
764
$40.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-162K- 5.25% |
$4.1M - $5.6M
|
2.93M
$156M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-27.7K- 59.91% |
$697K - $953K
|
18.5K
$984K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-17.5K- 39.45% |
$440K - $602K
|
26.8K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
CALL |
200New |
$5.04K - $6.89K
|
200
$10.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$176 - $241
|
7
$372
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.84M- 63.0% |
$46.4M - $63.4M
|
1.08M
$57.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
70New |
$1.76K - $2.41K
|
70
$3.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-141- 30.45% |
$3.55K - $4.86K
|
322
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53- 18.47% |
$1.34K - $1.83K
|
234
$12.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$1.51K - $2.07K
|
60
$3.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.33K- 14.34% |
$134K - $184K
|
31.8K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
112New |
$2.82K - $3.86K
|
112
$5.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28K+ 83.7% |
$158K - $216K
|
13.8K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
22New |
$555 - $758
|
22
$1.17K
|
|