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 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.24K+ 18.76% |
$297K - $347K
|
39.5K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2KNew |
$95.3K - $111K
|
2K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
183+ 91.5% |
$8.72K - $10.2K
|
383
$20.4K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.33K+ 28.74% |
$63.3K - $74K
|
5.95K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-413K- 7.83% |
$19.7M - $23M
|
4.86M
$258M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
9.66K+ 112.71% |
$460K - $538K
|
18.2K
$969K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-496- 3.74% |
$23.6K - $27.6K
|
12.8K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.55K- 29.19% |
$121K - $142K
|
6.18K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-3.23K- 1.71% |
$154K - $180K
|
186K
$9.87M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
49.9KNew |
$2.38M - $2.78M
|
49.9K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
21.6KNew |
$1.03M - $1.2M
|
21.6K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-149K- 22.03% |
$7.09M - $8.29M
|
527K
$28M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-410- 3.52% |
$19.5K - $22.8K
|
11.3K
$598K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.04K+ 27.81% |
$240K - $281K
|
23.2K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.2KNew |
$1.91M - $2.24M
|
40.2K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-59.5K- 65.78% |
$2.84M - $3.31M
|
31K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.01KNew |
$286K - $335K
|
6.01K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-199- 24.91% |
$9.48K - $11.1K
|
600
$31.9K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-54.2K- 22.1% |
$2.58M - $3.02M
|
191K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-10.2K- 38.64% |
$488K - $570K
|
16.3K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
370K+ 97.6% |
$17.6M - $20.6M
|
749K
$39.8M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
162KNew |
$7.74M - $9.04M
|
162K
$8.64M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
12.2KNew |
$581K - $679K
|
12.2K
$649K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
129+ 15.3% |
$6.15K - $7.18K
|
972
$51.7K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-119K- 18.44% |
$5.65M - $6.61M
|
525K
$27.9M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-363K- 24.7% |
$17.3M - $20.2M
|
1.11M
$58.8M
|
|
|
May 05, 2025
Q1 2025
|
Four Tree Island Advisory LLC
Portsmouth, NH |
BUY
|
- |
15.6K+ 3.85% |
$744K - $869K
|
421K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2.29M- 27.94% |
$109M - $127M
|
5.9M
$314M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-47.8K- 1.11% |
$2.28M - $2.66M
|
4.24M
$226M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
61+ 12.66% |
$2.91K - $3.4K
|
543
$28.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-100- 2.17% |
$4.76K - $5.57K
|
4.51K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
93+ 1328.57% |
$4.43K - $5.18K
|
100
$5.32K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
166K+ 65.33% |
$7.9M - $9.24M
|
420K
$22.3M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-2.78K- 28.79% |
$132K - $155K
|
6.87K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
525+ 11.92% |
$25K - $29.2K
|
4.93K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
55+ 0.82% |
$2.62K - $3.06K
|
6.79K
$361K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.81K- 3.33% |
$324K - $379K
|
198K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.02K- 3.63% |
$287K - $335K
|
160K
$8.48M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.4K- 1.52% |
$66.6K - $77.9K
|
90.6K
$4.82M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.23% |
$9.53K - $11.1K
|
86.8K
$4.62M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.6K- 2.32% |
$76.1K - $88.9K
|
67.1K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
9.94K+ 114.31% |
$473K - $553K
|
18.6K
$991K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$1.1K - $1.28K
|
23
$1.22K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-151- 0.64% |
$7.19K - $8.41K
|
23.5K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$476 - $557
|
10
$532
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.82% |
$1.95K - $2.28K
|
4.96K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
68.5K+ 295.09% |
$3.26M - $3.81M
|
91.7K
$4.88M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6- 26.09% |
$286 - $334
|
17
$904
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.26K+ 12.42% |
$250K - $293K
|
47.6K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.1K+ 1.71% |
$52.6K - $61.5K
|
65.5K
$3.48M
|