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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
299+ 6.17% |
$14.2K - $16.6K
|
5.15K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
296+ 4.92% |
$14.1K - $16.5K
|
6.32K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$13.4K - $15.7K
|
282
$15K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
261+ 1.87% |
$12.4K - $14.5K
|
14.2K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
260+ 0.29% |
$12.4K - $14.5K
|
88.6K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
250+ 543.48% |
$11.9K - $13.9K
|
296
$15.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
221New |
$10.5K - $12.3K
|
221
$11.8K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
217New |
$10.3K - $12.1K
|
217
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
206+ 7.65% |
$9.81K - $11.5K
|
2.9K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
183+ 91.5% |
$8.72K - $10.2K
|
383
$20.4K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
172+ 10.08% |
$8.19K - $9.58K
|
1.88K
$99.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
172+ 25.37% |
$8.19K - $9.58K
|
850
$45.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 5.37% |
$7.05K - $8.24K
|
2.9K
$154K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
142+ 2.5% |
$6.76K - $7.91K
|
5.82K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
133+ 75.57% |
$6.34K - $7.41K
|
309
$16.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
129+ 15.3% |
$6.15K - $7.18K
|
972
$51.7K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
123New |
$5.86K - $6.85K
|
123
$6.54K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
112+ 1.12% |
$5.34K - $6.24K
|
10.1K
$537K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
111+ 2.47% |
$5.29K - $6.18K
|
4.6K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
103+ 103.0% |
$4.91K - $5.74K
|
203
$10.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
93+ 1328.57% |
$4.43K - $5.18K
|
100
$5.32K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
87New |
$4.14K - $4.84K
|
87
$4.63K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
80+ 0.42% |
$3.81K - $4.45K
|
19.3K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
71New |
$3.38K - $3.95K
|
71
$3.78K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
67+ 478.57% |
$3.19K - $3.73K
|
81
$4.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
67New |
$3.19K - $3.73K
|
67
$3.56K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
67New |
$3.19K - $3.73K
|
67
$3.56K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
66+ 0.61% |
$3.14K - $3.67K
|
10.9K
$581K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
61+ 12.66% |
$2.91K - $3.4K
|
543
$28.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
59+ 2.15% |
$2.81K - $3.29K
|
2.8K
$149K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
55+ 0.82% |
$2.62K - $3.06K
|
6.79K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
54New |
$2.57K - $3.01K
|
54
$2.87K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
51+ 11.62% |
$2.43K - $2.84K
|
490
$26.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
50+ 0.77% |
$2.38K - $2.78K
|
6.52K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
47+ 8.95% |
$2.24K - $2.62K
|
572
$30.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 92.0% |
$2.19K - $2.56K
|
96
$5.11K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
39+ 0.1% |
$1.86K - $2.17K
|
40.4K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
38New |
$1.81K - $2.12K
|
38
$2.02K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.32% |
$1.48K - $1.73K
|
9.58K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
30New |
$1.43K - $1.67K
|
30
$1.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 5.22% |
$1.29K - $1.5K
|
544
$28.9K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
23New |
$1.1K - $1.28K
|
23
$1.22K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 0.39% |
$953 - $1.11K
|
5.19K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18New |
$858 - $1K
|
18
$957
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
17New |
$810 - $947
|
17
$904
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16New |
$762 - $891
|
16
$851
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
$762 - $891
|
16
$851
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$715 - $835
|
15
$798
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14+ 0.27% |
$667 - $780
|
5.18K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14New |
$667 - $780
|
14
$745
|