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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
27.7KNew |
$649K - $909K
|
27.7K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
22.9KNew |
$537K - $752K
|
22.9K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
17.6K+ 81.48% |
$413K - $579K
|
39.2K
$2.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$341K - $477K
|
14.5K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.69KNew |
$180K - $253K
|
7.69K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.06K+ 99.75% |
$166K - $232K
|
14.1K
$765K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.93K+ 2.93% |
$139K - $195K
|
208K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.53K+ 3.77% |
$82.8K - $116K
|
97.1K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
154New |
$3.61K - $5.06K
|
154
$8.32K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23New |
$540 - $756
|
23
$1.24K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$469 - $658
|
20
$1.08K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$328 - $460
|
14
$757
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
227KNew |
$6.19M - $7.26M
|
227K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
94KNew |
$2.56M - $3.01M
|
94K
$5.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
63.2KNew |
$1.72M - $2.02M
|
63.2K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
31.2KNew |
$850K - $997K
|
31.2K
$1.69M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
30KNew |
$817K - $959K
|
30K
$1.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
24.1KNew |
$656K - $770K
|
24.1K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20.9KNew |
$570K - $669K
|
20.9K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
11.3KNew |
$309K - $363K
|
11.3K
$613K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$240K - $282K
|
8.82K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.29KNew |
$199K - $233K
|
7.29K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.53K+ 133.98% |
$151K - $177K
|
9.66K
$522K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.06KNew |
$28.9K - $33.9K
|
1.06K
$57.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
930+ 8.9% |
$25.3K - $29.7K
|
11.4K
$615K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
333New |
$9.07K - $10.6K
|
333
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
174New |
$4.74K - $5.56K
|
174
$9.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.36K - $1.6K
|
50
$2.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$817 - $959
|
30
$1.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24New |
$654 - $767
|
24
$1.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$409 - $480
|
15
$811
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4New |
$109 - $128
|
4
$216
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
59.8K+ 21889.74% |
$1.3M - $1.85M
|
60K
$3.24M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
13.3K+ 25.74% |
$289K - $413K
|
65K
$3.52M
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$286K - $409K
|
13.2K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
11.2K+ 26.87% |
$243K - $347K
|
52.9K
$2.86M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
9.19K+ 37.96% |
$199K - $285K
|
33.4K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.76KNew |
$168K - $241K
|
7.76K
$419K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.54KNew |
$142K - $203K
|
6.54K
$354K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
188New |
$4.08K - $5.83K
|
188
$10.2K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
21New |
$455 - $651
|
21
$1.14K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
19New |
$412 - $589
|
19
$1.03K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
25.1KNew |
$642K - $811K
|
25.1K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Raffles Associates LP
New York, NY |
BUY
|
- |
15KNew |
$383K - $484K
|
15K
$811K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
14.5KNew |
$370K - $467K
|
14.5K
$782K
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
12.9KNew |
$329K - $415K
|
12.9K
$695K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
220New |
$5.62K - $7.11K
|
220
$11.9K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70New |
$1.79K - $2.26K
|
70
$3.78K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 305.26% |
$1.48K - $1.87K
|
77
$4.16K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$639 - $807
|
25
$1.35K
|
|