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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-1.3K- 86.67% |
$32.8K - $44.8K
|
200
$10.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
154New |
$3.88K - $5.31K
|
154
$8.19K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
62.6KNew |
$1.68M - $1.83M
|
62.6K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-3.05K- 19.5% |
$81.9K - $89.1K
|
12.6K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
23.4KNew |
$629K - $683K
|
23.4K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10KNew |
$269K - $293K
|
10K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.7KNew |
$288K - $313K
|
10.7K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.1KNew |
$83.3K - $90.5K
|
3.1K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
37.2KNew |
$1M - $1.09M
|
37.2K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19.1K+ 42.45% |
$513K - $558K
|
64.1K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-24.5K- 0.73% |
$658K - $715K
|
3.34M
$178M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.37KNew |
$63.5K - $69K
|
2.37K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 3.83% |
$269 - $292
|
251
$13.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.07KNew |
$244K - $265K
|
9.07K
$482K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.74K+ 42.39% |
$46.7K - $50.7K
|
5.84K
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.89KNew |
$212K - $230K
|
7.89K
$420K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
817New |
$21.9K - $23.8K
|
817
$43.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$134 - $146
|
5
$266
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.9K+ 20.61% |
$293K - $319K
|
63.9K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 23.7% |
$59.8K - $65K
|
7.17K
$381K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$26.9 - $29.2
|
52
$2.77K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
277KNew |
$7.43M - $8.08M
|
277K
$14.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$4.03K - $4.38K
|
150
$7.98K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
342New |
$9.19K - $9.98K
|
342
$18.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
90New |
$2.42K - $2.63K
|
90
$4.79K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 3.69% |
$242 - $263
|
235
$12.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.15% |
$80.6 - $87.6
|
2.07K
$110K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 13.62% |
$35.6K - $38.7K
|
8.42K
$448K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
111New |
$2.98K - $3.24K
|
111
$5.9K
|
|
| 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
$53.2
|
|
|
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
$517K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
93.7KNew |
$2.14M - $2.54M
|
93.7K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-993- 0.2% |
$22.7K - $27K
|
499K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
13.4K+ 27.35% |
$306K - $364K
|
62.4K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-377- 4.42% |
$8.6K - $10.2K
|
8.14K
$433K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.42K+ 1.64% |
$32.4K - $38.5K
|
88K
$4.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
378+ 3.48% |
$8.63K - $10.3K
|
11.2K
$598K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-47K- 48.49% |
$1.07M - $1.28M
|
50K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.27K+ 0.84% |
$29.1K - $34.6K
|
153K
$8.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$548 - $652
|
24
$1.28K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
63.6KNew |
$1.45M - $1.73M
|
63.6K
$3.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-864- 10.11% |
$19.7K - $23.5K
|
7.68K
$408K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
76New |
$1.73K - $2.06K
|
76
$4.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36- 43.37% |
$822 - $978
|
47
$2.5K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
489KNew |
$11.5M - $16.1M
|
489K
$26M
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.53K+ 3.77% |
$82.8K - $116K
|
97.1K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.06K+ 99.75% |
$166K - $232K
|
14.1K
$752K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-7.9K- 26.29% |
$185K - $260K
|
22.2K
$1.18M
|
|