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 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
12New |
$572 - $668
|
12
$638
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11New |
$524 - $612
|
11
$585
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$476 - $557
|
10
$532
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 1.76% |
$429 - $501
|
519
$27.6K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$333 - $390
|
7
$372
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 12.73% |
$333 - $390
|
62
$3.3K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$286 - $334
|
6
$319
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 33.33% |
$238 - $278
|
20
$1.06K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 83.33% |
$238 - $278
|
11
$585
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$238 - $278
|
5
$266
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 33.33% |
$95.3 - $111
|
8
$425
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
558K+ 73.78% |
$23.2M - $28.1M
|
1.31M
$69.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
108KNew |
$4.49M - $5.44M
|
108K
$5.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
101KNew |
$4.21M - $5.11M
|
101K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
75KNew |
$3.12M - $3.78M
|
75K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
71KNew |
$2.95M - $3.58M
|
71K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
67.7KNew |
$2.82M - $3.41M
|
67.7K
$3.6M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
57KNew |
$2.37M - $2.87M
|
57K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
49.8KNew |
$2.07M - $2.51M
|
49.8K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
38.3KNew |
$1.59M - $1.93M
|
38.3K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
32.7KNew |
$1.36M - $1.65M
|
32.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
27.7K+ 138.17% |
$1.15M - $1.4M
|
47.7K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
25K+ 25.0% |
$1.04M - $1.26M
|
125K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 1.68% |
$983K - $1.19M
|
1.43M
$76M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
18.5K+ 27.4% |
$767K - $930K
|
85.8K
$4.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
16.2K+ 4628.57% |
$674K - $816K
|
16.6K
$880K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16K+ 154.37% |
$667K - $808K
|
26.4K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
11.2KNew |
$468K - $567K
|
11.2K
$598K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.5K+ 1.1% |
$436K - $528K
|
961K
$51.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
9.71KNew |
$404K - $489K
|
9.71K
$516K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.65KNew |
$318K - $386K
|
7.65K
$407K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
7.46K+ 24.49% |
$310K - $376K
|
37.9K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
7.22K+ 29.68% |
$300K - $364K
|
31.5K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
6.52KNew |
$271K - $329K
|
6.52K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
5.78KNew |
$240K - $291K
|
5.78K
$307K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.72KNew |
$196K - $238K
|
4.72K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
4.61KNew |
$192K - $232K
|
4.61K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.55KNew |
$189K - $229K
|
4.55K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.3KNew |
$179K - $217K
|
4.3K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
3.85K+ 0.29% |
$160K - $194K
|
1.35M
$71.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.29KNew |
$53.4K - $64.8K
|
1.29K
$68.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
841+ 154.31% |
$35K - $42.4K
|
1.39K
$73.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
817+ 82.69% |
$34K - $41.2K
|
1.81K
$96K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
514New |
$21.4K - $25.9K
|
514
$27.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
430+ 61.43% |
$17.9K - $21.7K
|
1.13K
$60.1K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
365+ 1.53% |
$15.2K - $18.4K
|
24.2K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
283+ 2.16% |
$11.8K - $14.3K
|
13.4K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
253New |
$10.5K - $12.8K
|
253
$13.5K
|
|