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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
42.2KNew |
$1.06M - $1.46M
|
42.2K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
33KNew |
$832K - $1.14M
|
33K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12K+ 12.58% |
$301K - $412K
|
107K
$5.78M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.46KNew |
$238K - $326K
|
9.46K
$511K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28K+ 83.7% |
$158K - $216K
|
13.8K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
563New |
$14.2K - $19.4K
|
563
$30.4K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
235New |
$5.92K - $8.1K
|
235
$12.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
CALL |
200New |
$5.04K - $6.89K
|
200
$10.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
112New |
$2.82K - $3.86K
|
112
$6.05K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$2.67K - $3.65K
|
106
$5.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
70New |
$1.76K - $2.41K
|
70
$3.78K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$1.51K - $2.07K
|
60
$3.24K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$933 - $1.28K
|
37
$2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
22New |
$555 - $758
|
22
$1.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$176 - $241
|
7
$378
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$126 - $172
|
5
$270
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
277KNew |
$7.43M - $8.08M
|
277K
$15M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
62.6KNew |
$1.68M - $1.83M
|
62.6K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
23.4KNew |
$629K - $683K
|
23.4K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19.1K+ 42.45% |
$513K - $558K
|
64.1K
$3.46M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.9K+ 20.61% |
$293K - $319K
|
63.9K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.7KNew |
$288K - $313K
|
10.7K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10KNew |
$269K - $293K
|
10K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.07KNew |
$244K - $265K
|
9.07K
$490K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.89KNew |
$212K - $230K
|
7.89K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.37KNew |
$63.5K - $69K
|
2.37K
$128K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.74K+ 42.39% |
$46.7K - $50.7K
|
5.84K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
817New |
$21.9K - $23.8K
|
817
$44.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
342New |
$9.19K - $9.98K
|
342
$18.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$4.03K - $4.38K
|
150
$8.11K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
111New |
$2.98K - $3.24K
|
111
$6K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
90New |
$2.42K - $2.63K
|
90
$4.86K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$134 - $146
|
5
$270
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.15% |
$80.6 - $87.6
|
2.07K
$112K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$26.9 - $29.2
|
52
$2.81K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
93.7KNew |
$2.14M - $2.54M
|
93.7K
$5.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
63.6KNew |
$1.45M - $1.73M
|
63.6K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
13.4K+ 27.35% |
$306K - $364K
|
62.4K
$3.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.72KNew |
$222K - $264K
|
9.72K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.42K+ 1.64% |
$32.4K - $38.5K
|
88K
$4.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.27K+ 0.84% |
$29.1K - $34.6K
|
153K
$8.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
378+ 3.48% |
$8.63K - $10.3K
|
11.2K
$608K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
76New |
$1.73K - $2.06K
|
76
$4.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$548 - $652
|
24
$1.3K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$22.8 - $27.2
|
1
$54.1
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.23MNew |
$52.3M - $73.2M
|
2.23M
$120M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
489KNew |
$11.5M - $16.1M
|
489K
$26.4M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
60.7KNew |
$1.42M - $1.99M
|
60.7K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
48.8KNew |
$1.14M - $1.6M
|
48.8K
$2.64M
|
|