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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
43.7KNew |
$949K - $1.36M
|
43.7K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2KNew |
$222K - $318K
|
10.2K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
11.2K+ 26.87% |
$243K - $347K
|
52.9K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
17.3KNew |
$375K - $536K
|
17.3K
$928K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
19New |
$412 - $589
|
19
$1.02K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
59.8K+ 21889.74% |
$1.3M - $1.85M
|
60K
$3.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-111- 20.44% |
$2.41K - $3.44K
|
432
$23.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
9.19K+ 37.96% |
$199K - $285K
|
33.4K
$1.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.54KNew |
$142K - $203K
|
6.54K
$351K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-268- 96.4% |
$5.81K - $8.31K
|
10
$537
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
13.3K+ 25.74% |
$289K - $413K
|
65K
$3.49M
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
21New |
$455 - $651
|
21
$1.13K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$286K - $409K
|
13.2K
$708K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70New |
$1.79K - $2.26K
|
70
$3.76K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-135Closed |
$3.45K - $4.36K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-838KClosed |
$21.4M - $27.1M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-299Closed |
$7.64K - $9.66K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-28KClosed |
$715K - $904K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
12.9KNew |
$329K - $415K
|
12.9K
$690K
|
|
|
Aug 15, 2022
Q2 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-26.3KClosed |
$671K - $848K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Raffles Associates LP
New York, NY |
BUY
|
- |
15KNew |
$383K - $484K
|
15K
$805K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.1K- 13.79% |
$53.6K - $67.7K
|
13.1K
$703K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-45Closed |
$1.15K - $1.45K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-2.85MClosed |
$72.9M - $92.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-37.4KClosed |
$957K - $1.21M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Owl Creek Asset Management, L.P.
New York, NY |
SELL
|
- |
-1.08M- 83.17% |
$27.5M - $34.8M
|
218K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
14.5KNew |
$370K - $467K
|
14.5K
$776K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-245- 84.78% |
$6.26K - $7.91K
|
44
$2.36K
|
|
|
Aug 15, 2022
Q2 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-250KClosed |
$6.39M - $8.07M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
140K+ 32.19% |
$3.58M - $4.53M
|
576K
$30.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
25.1KNew |
$642K - $811K
|
25.1K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-11.2KClosed |
$287K - $363K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-55.5KClosed |
$1.42M - $1.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-28KClosed |
$716K - $905K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-9.51K- 2.22% |
$243K - $307K
|
419K
$22.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 17.26% |
$49.4K - $62.4K
|
9.27K
$497K
|
|
|
Aug 11, 2022
Q2 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
6.47K+ 25.33% |
$165K - $209K
|
32K
$1.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$385K - $487K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 305.26% |
$1.48K - $1.87K
|
77
$4.13K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-128Closed |
$3.27K - $4.13K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$639 - $807
|
25
$1.34K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 25.81% |
$409 - $517
|
46
$2.47K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-60.1KClosed |
$1.54M - $1.94M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-66Closed |
$1.69K - $2.13K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-142- 72.82% |
$3.63K - $4.59K
|
53
$2.84K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-658- 1.46% |
$16.8K - $21.3K
|
44.3K
$2.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$38.3K - $48.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
16New |
$409 - $517
|
16
$858
|
|
|
Jul 25, 2022
Q2 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.36K- 12.7% |
$60.3K - $76.2K
|
16.2K
$870K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-13KClosed |
$333K - $420K
|
0
$0
|
|