Latest Institutional Purchases of Equitable Holdings, Inc. (EQH)
This list provides information on the latest institutional transactions involving Equitable Holdings, Inc. (EQH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.37M+ 700.25% |
$56.9M - $68.9M
|
1.56M
$80.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
802K+ 1092.43% |
$33.4M - $40.4M
|
876K
$45.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
65.2K+ 7.16% |
$2.71M - $3.29M
|
976K
$50.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
21.7KNew |
$902K - $1.09M
|
21.7K
$1.12M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
9.71KNew |
$404K - $489K
|
9.71K
$500K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.34K+ 29.39% |
$264K - $319K
|
27.9K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.25KNew |
$260K - $315K
|
6.25K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.55KNew |
$189K - $229K
|
4.55K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.49KNew |
$187K - $226K
|
4.49K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.19KNew |
$174K - $211K
|
4.19K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 348.57% |
$167K - $203K
|
5.17K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.84K+ 15.37% |
$160K - $194K
|
28.9K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.32K+ 9.27% |
$138K - $167K
|
39.1K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.27K+ 298.35% |
$52.6K - $63.8K
|
1.69K
$87.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 5.26% |
$41.6K - $50.4K
|
20K
$1.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
957+ 12.84% |
$39.8K - $48.2K
|
8.41K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
890+ 0.28% |
$37K - $44.9K
|
324K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
404+ 26.06% |
$16.8K - $20.4K
|
1.95K
$101K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
352+ 195.56% |
$14.6K - $17.7K
|
532
$27.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
209+ 3.28% |
$8.69K - $10.5K
|
6.58K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
54New |
$2.25K - $2.72K
|
54
$2.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 0.7% |
$1.95K - $2.37K
|
6.73K
$347K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 0.29% |
$915 - $1.11K
|
7.53K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 51.52% |
$707 - $857
|
50
$2.58K
|
|
| Q3 2024 | |||||||
|
Dec 19, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.84M+ 661.71% |
$68.2M - $80.2M
|
2.12M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.73M+ 54.73% |
$64.2M - $75.6M
|
4.9M
$253M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.12MNew |
$41.4M - $48.8M
|
1.12M
$57.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
901K+ 75.6% |
$33.4M - $39.3M
|
2.09M
$108M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
891K+ 13.55% |
$33M - $38.9M
|
7.47M
$385M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
806K+ 26.91% |
$29.9M - $35.1M
|
3.8M
$196M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
741K+ 282.44% |
$27.5M - $32.3M
|
1M
$51.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
488K+ 6.74% |
$18.1M - $21.3M
|
7.73M
$399M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
395K+ 23851.6% |
$14.6M - $17.2M
|
396K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
372K+ 35.78% |
$13.8M - $16.2M
|
1.41M
$72.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
357K+ 1133.79% |
$13.2M - $15.6M
|
389K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
338K+ 2.68% |
$12.5M - $14.7M
|
13M
$669M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
316K+ 22.36% |
$11.7M - $13.8M
|
1.73M
$89.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
299K+ 1.6% |
$11.1M - $13.1M
|
19M
$977M
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
236KNew |
$8.76M - $10.3M
|
236K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
231K+ 415.5% |
$8.57M - $10.1M
|
287K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
225K+ 1309.89% |
$8.34M - $9.81M
|
242K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
194K+ 16.85% |
$7.19M - $8.46M
|
1.35M
$69.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
170K+ 30.5% |
$6.29M - $7.41M
|
727K
$37.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
168KNew |
$6.21M - $7.31M
|
168K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
161K+ 3.02% |
$5.98M - $7.04M
|
5.51M
$284M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
160KNew |
$5.94M - $6.99M
|
160K
$8.26M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
153K+ 20.32% |
$5.69M - $6.69M
|
909K
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
148K+ 9.57% |
$5.49M - $6.47M
|
1.7M
$87.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
148K+ 24.64% |
$5.48M - $6.45M
|
749K
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
130K+ 486.6% |
$4.83M - $5.68M
|
157K
$8.1M
|
|