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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.83M+ 552.97% |
$80.7M - $103M
|
2.17M
$114M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
90.9K+ 145.44% |
$4M - $5.1M
|
153K
$8.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61.6KNew |
$2.71M - $3.45M
|
61.6K
$3.23M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50.6KNew |
$2.22M - $2.84M
|
50.6K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
22.6K+ 27.46% |
$995K - $1.27M
|
105K
$5.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.4K+ 2.17% |
$675K - $861K
|
722K
$37.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11.3KNew |
$497K - $634K
|
11.3K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 31.93% |
$284K - $362K
|
26.7K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6.36KNew |
$280K - $357K
|
6.36K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72KNew |
$252K - $321K
|
5.72K
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.66K+ 47.63% |
$249K - $318K
|
17.5K
$920K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.88K+ 5.51% |
$215K - $274K
|
93.4K
$4.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.56KNew |
$201K - $256K
|
4.56K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.9K+ 5.89% |
$171K - $219K
|
70.1K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.74K+ 3.88% |
$164K - $210K
|
100K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.71K+ 57.27% |
$163K - $208K
|
10.2K
$534K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
3K+ 12.5% |
$132K - $168K
|
27K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2.92K+ 2.53% |
$128K - $164K
|
118K
$6.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.43K+ 2.79% |
$107K - $136K
|
89.4K
$4.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2K+ 1.85% |
$88K - $112K
|
110K
$5.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 118.28% |
$60.3K - $77K
|
2.53K
$133K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.34KNew |
$58.7K - $74.9K
|
1.34K
$70K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
947+ 9.13% |
$41.6K - $53.1K
|
11.3K
$594K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
281New |
$12.4K - $15.8K
|
281
$14.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
281+ 6.64% |
$12.4K - $15.8K
|
4.51K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
238+ 5.92% |
$10.5K - $13.4K
|
4.26K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
186+ 3.04% |
$8.18K - $10.4K
|
6.31K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
184+ 4.0% |
$8.09K - $10.3K
|
4.79K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
160+ 1.39% |
$7.04K - $8.98K
|
11.7K
$613K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
134New |
$5.89K - $7.52K
|
134
$7.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
131+ 0.91% |
$5.76K - $7.35K
|
14.5K
$758K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
119+ 18.06% |
$5.23K - $6.68K
|
778
$40.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
117New |
$5.15K - $6.56K
|
117
$6.14K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
116+ 2.56% |
$5.1K - $6.51K
|
4.66K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
87New |
$3.83K - $4.88K
|
87
$4.56K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
78New |
$3.43K - $4.38K
|
78
$4.09K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
74+ 52.11% |
$3.25K - $4.15K
|
216
$11.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
52New |
$2.29K - $2.92K
|
52
$2.73K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 29.22% |
$1.98K - $2.52K
|
199
$10.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40+ 19.7% |
$1.76K - $2.24K
|
243
$12.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 175.0% |
$1.23K - $1.57K
|
44
$2.31K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$1.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$1.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19New |
$836 - $1.07K
|
19
$996
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$792 - $1.01K
|
18
$944
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.14% |
$748 - $954
|
12.5K
$655K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
15New |
$660 - $842
|
15
$787
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 100.0% |
$484 - $617
|
22
$1.15K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 83.33% |
$440 - $561
|
22
$1.15K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10+ 0.12% |
$440 - $561
|
8.3K
$435K
|