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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.2KNew |
$435K - $506K
|
12.2K
$659K
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$389K - $453K
|
10.9K
$590K
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 183.25% |
$368K - $429K
|
16K
$864K
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.2KNew |
$364K - $424K
|
10.2K
$552K
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
7.56KNew |
$270K - $314K
|
7.56K
$409K
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.75KNew |
$241K - $280K
|
6.75K
$365K
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.98KNew |
$213K - $248K
|
5.98K
$323K
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.63KNew |
$201K - $234K
|
5.63K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.98K+ 95.86% |
$142K - $165K
|
8.14K
$440K
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
3.9KNew |
$139K - $162K
|
3.9K
$211K
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
1.6KNew |
$57K - $66.4K
|
1.6K
$86.5K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
575New |
$20.5K - $23.9K
|
575
$31.1K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
226New |
$8.05K - $9.38K
|
226
$12.2K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
210New |
$7.48K - $8.72K
|
210
$11.4K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
94New |
$3.35K - $3.9K
|
94
$5.08K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
71+ 45.51% |
$2.53K - $2.95K
|
227
$12.3K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
32New |
$1.14K - $1.33K
|
32
$1.73K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32New |
$1.14K - $1.33K
|
32
$1.73K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
21+ 3.95% |
$748 - $872
|
553
$29.9K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20New |
$713 - $830
|
20
$1.08K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$428 - $498
|
12
$649
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
877KNew |
$28.3M - $33.3M
|
877K
$47.4M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.2KNew |
$2.2M - $2.59M
|
68.2K
$3.69M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
65.5KNew |
$2.11M - $2.49M
|
65.5K
$3.54M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
CALL |
61KNew |
$1.97M - $2.32M
|
61K
$3.3M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
48.5KNew |
$1.56M - $1.84M
|
48.5K
$2.62M
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
34.2KNew |
$1.1M - $1.3M
|
34.2K
$1.85M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
26.2KNew |
$846K - $997K
|
26.2K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
21KNew |
$677K - $798K
|
21K
$1.13M
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
20K+ 166.67% |
$645K - $760K
|
32K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
9.5KNew |
$306K - $361K
|
9.5K
$513K
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.81KNew |
$220K - $259K
|
6.81K
$368K
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.14KNew |
$198K - $234K
|
6.14K
$332K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.58KNew |
$180K - $212K
|
5.58K
$302K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.61K+ 37.51% |
$116K - $137K
|
13.2K
$715K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.39K+ 19.92% |
$77K - $90.8K
|
14.4K
$777K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.1KNew |
$67.7K - $79.8K
|
2.1K
$114K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.53K+ 1321.55% |
$49.4K - $58.3K
|
1.65K
$89.1K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3KNew |
$41.9K - $49.4K
|
1.3K
$70.3K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
744New |
$24K - $28.3K
|
744
$40.2K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
206New |
$6.64K - $7.83K
|
206
$11.1K
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
122+ 0.55% |
$3.93K - $4.64K
|
22.1K
$1.2M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.23K - $3.8K
|
100
$5.41K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
64New |
$2.06K - $2.43K
|
64
$3.46K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 306.25% |
$1.58K - $1.86K
|
65
$3.51K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$484 - $570
|
15
$811
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$484 - $570
|
15
$811
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 12.5% |
$484 - $570
|
135
$7.3K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$64.5 - $76
|
2
$108
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
113K+ 41.09% |
$2.84M - $3.89M
|
387K
$20.9M
|