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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61.6KNew |
$2.71M - $3.45M
|
61.6K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
11.3KNew |
$497K - $634K
|
11.3K
$601K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
119+ 18.06% |
$5.23K - $6.68K
|
778
$41.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
78New |
$3.43K - $4.38K
|
78
$4.15K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
74+ 52.11% |
$3.25K - $4.15K
|
216
$11.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
21New |
$924 - $1.18K
|
21
$1.12K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.14% |
$748 - $954
|
12.5K
$664K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
15New |
$660 - $842
|
15
$798
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10+ 0.12% |
$440 - $561
|
8.3K
$442K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
10.9MNew |
$518M - $606M
|
10.9M
$579M
|
|
|
May 15, 2025
Q1 2025
|
Viking Global Investors LP
|
BUY
|
- |
2.52M+ 329.08% |
$120M - $140M
|
3.28M
$174M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
2.08MNew |
$99M - $116M
|
2.08M
$111M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.07M+ 5536.02% |
$98.7M - $115M
|
2.11M
$112M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.91MNew |
$90.8M - $106M
|
1.91M
$101M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.81M+ 115.62% |
$86.1M - $101M
|
3.37M
$179M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.62M+ 62.2% |
$77.1M - $90.1M
|
4.22M
$224M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
880K+ 85.45% |
$41.9M - $49M
|
1.91M
$102M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
780K+ 43597.43% |
$37.1M - $43.4M
|
781K
$41.6M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
745K+ 66.79% |
$35.5M - $41.5M
|
1.86M
$99M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
687KNew |
$32.7M - $38.2M
|
687K
$36.5M
|
|
|
May 12, 2025
Q1 2025
|
Bruni J V & CO
|
BUY
|
- |
629KNew |
$30M - $35M
|
629K
$33.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
526K+ 1859.06% |
$25M - $29.3M
|
554K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
474KNew |
$22.6M - $26.4M
|
474K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
406K+ 221.67% |
$19.4M - $22.6M
|
590K
$31.4M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
370K+ 97.6% |
$17.6M - $20.6M
|
749K
$39.8M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
368K+ 603.94% |
$17.5M - $20.5M
|
429K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 64.88% |
$17.5M - $20.4M
|
933K
$49.6M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
357K+ 68.05% |
$17M - $19.9M
|
881K
$46.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
333K+ 47.75% |
$15.8M - $18.5M
|
1.03M
$54.7M
|
|
|
May 14, 2025
Q1 2025
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
320KNew |
$15.3M - $17.8M
|
320K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
314K+ 49.54% |
$15M - $17.5M
|
948K
$50.4M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
266K+ 4.81% |
$12.7M - $14.8M
|
5.79M
$308M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
248K+ 4.4% |
$11.8M - $13.8M
|
5.88M
$313M
|
|
|
May 15, 2025
Q1 2025
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
217KNew |
$10.3M - $12.1M
|
217K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
217K+ 61.86% |
$10.3M - $12.1M
|
567K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
215K+ 20.94% |
$10.3M - $12M
|
1.24M
$66.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
211K+ 24.44% |
$10.1M - $11.8M
|
1.08M
$57.2M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
187K+ 1691.64% |
$8.91M - $10.4M
|
198K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
180K+ 42.0% |
$8.59M - $10M
|
610K
$32.4M
|
|
|
May 15, 2025
Q1 2025
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
178K+ 247.52% |
$8.48M - $9.91M
|
250K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
166K+ 65.33% |
$7.9M - $9.24M
|
420K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
162KNew |
$7.74M - $9.04M
|
162K
$8.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
157KNew |
$7.49M - $8.75M
|
157K
$8.36M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
155K+ 28.54% |
$7.39M - $8.64M
|
699K
$37.2M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
154K+ 104.93% |
$7.35M - $8.59M
|
301K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
148KNew |
$7.06M - $8.26M
|
148K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
142KNew |
$6.77M - $7.91M
|
142K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
135K+ 11.65% |
$6.45M - $7.54M
|
1.3M
$69M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 20.97% |
$6.34M - $7.41M
|
768K
$40.8M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
132K+ 255.04% |
$6.31M - $7.37M
|
184K
$9.81M
|
|