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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$341K - $477K
|
14.5K
$779K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.93K+ 2.93% |
$139K - $195K
|
208K
$11.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23New |
$540 - $756
|
23
$1.23K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
227KNew |
$6.19M - $7.26M
|
227K
$12.2M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.2K- 17.88% |
$87.2K - $102K
|
14.7K
$789K
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
30KNew |
$817K - $959K
|
30K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
11.3KNew |
$309K - $363K
|
11.3K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
174New |
$4.74K - $5.56K
|
174
$9.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
448+ 4.11% |
$12.2K - $14.3K
|
11.3K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-9.5KClosed |
$259K - $304K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.29KNew |
$199K - $233K
|
7.29K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20.9KNew |
$570K - $669K
|
20.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-47- 0.44% |
$1.28K - $1.5K
|
10.5K
$566K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
115+ 1.38% |
$3.13K - $3.68K
|
8.47K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
245New |
$6.67K - $7.83K
|
245
$13.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
31.2KNew |
$850K - $997K
|
31.2K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-80- 0.47% |
$2.18K - $2.56K
|
16.8K
$901K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.53K+ 133.98% |
$151K - $177K
|
9.66K
$518K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24New |
$654 - $767
|
24
$1.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.06KNew |
$28.9K - $33.9K
|
1.06K
$56.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4New |
$109 - $128
|
4
$215
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-433- 10.5% |
$11.8K - $13.8K
|
3.69K
$198K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$240K - $282K
|
8.82K
$473K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
39KNew |
$1.06M - $1.25M
|
39K
$2.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-387- 37.07% |
$10.5K - $12.4K
|
657
$35.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-37- 51.39% |
$1.01K - $1.18K
|
35
$1.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$409 - $480
|
15
$805
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
22New |
$599 - $703
|
22
$1.18K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
930+ 8.9% |
$25.3K - $29.7K
|
11.4K
$611K
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
41.2KNew |
$1.12M - $1.32M
|
41.2K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-483- 11.75% |
$13.2K - $15.4K
|
3.63K
$195K
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-11.4K- 56.05% |
$309K - $363K
|
8.9K
$477K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
63.2KNew |
$1.72M - $2.02M
|
63.2K
$3.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.36K - $1.6K
|
50
$2.68K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-386- 4.69% |
$10.5K - $12.3K
|
7.84K
$421K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.03K+ 11.74% |
$28K - $32.9K
|
9.78K
$525K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
94KNew |
$2.56M - $3.01M
|
94K
$5.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-26- 0.22% |
$708 - $831
|
11.7K
$630K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-92- 0.96% |
$2.51K - $2.94K
|
9.52K
$511K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-26- 5.64% |
$708 - $831
|
435
$23.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
333New |
$9.07K - $10.6K
|
333
$17.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$817 - $959
|
30
$1.61K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
24.1KNew |
$656K - $770K
|
24.1K
$1.29M
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.02K- 8.16% |
$87.1K - $125K
|
45.2K
$2.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
188New |
$4.08K - $5.83K
|
188
$10.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-350K- 97.6% |
$7.59M - $10.8M
|
8.6K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
26.6KNew |
$576K - $824K
|
26.6K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-266KClosed |
$5.76M - $8.24M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.76KNew |
$168K - $241K
|
7.76K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.17K- 0.69% |
$25.5K - $36.4K
|
170K
$9.12M
|
|