Latest Institutional Purchases of Equitable Holdings, Inc. (EQH)

EQH Quotes by TradingView

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 14, 2025 Q1 2025
Orion Capital Management LLC

BUY
 -
630
New
$30K - $35.1K
630 $34.1K
May 14, 2025 Q1 2025
Walleye Trading LLC

Plymouth, MN
BUY
 -
506
New
$24.1K - $28.2K
506 $27.3K
Apr 15, 2025 Q1 2025
Mv Capital Management, Inc.

BUY
 -
496
New
$23.6K - $27.6K
496 $26.8K
Apr 10, 2025 Q1 2025
Contravisory Investment Management, Inc.

BUY
 -
470
New
$22.4K - $26.2K
470 $25.4K
May 14, 2025 Q1 2025
Seeds Investor LLC

New York, NY
BUY
 -
302
+ 3.82%
$14.4K - $16.8K
8.21K $444K
Apr 23, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
282
New
$13.4K - $15.7K
282 $15.2K
May 09, 2025 Q1 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
217
New
$10.3K - $12.1K
217 $11.7K
May 15, 2025 Q1 2025
Saudi Central Bank

Riyadh, T0
BUY
 -
123
New
$5.86K - $6.85K
123 $6.65K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
71
New
$3.38K - $3.95K
71 $3.84K
Apr 16, 2025 Q1 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
67
New
$3.19K - $3.73K
67 $3.62K
Apr 23, 2025 Q1 2025
Spire Wealth Management

BUY
 -
54
New
$2.57K - $3.01K
54 $2.92K
Apr 25, 2025 Q1 2025
Smith Group Asset Management, LLC

Dallas, TX
BUY
 -
50
+ 0.77%
$2.38K - $2.78K
6.52K $352K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
47
+ 8.95%
$2.24K - $2.62K
572 $30.9K
Apr 07, 2025 Q1 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
46
+ 92.0%
$2.19K - $2.56K
96 $5.19K
May 09, 2025 Q1 2025
Blair William & CO

Chicago, IL
BUY
 -
20
+ 0.39%
$953 - $1.11K
5.19K $281K
Apr 17, 2025 Q1 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
18
New
$858 - $1K
18 $973
Apr 17, 2025 Q1 2025
Halbert Hargrove Global Advisors, LLC

BUY
 -
16
New
$762 - $891
16 $865
Apr 22, 2025 Q1 2025
Garde Capital, Inc.

Seattle, WA
BUY
 -
15
New
$715 - $835
15 $811
Apr 16, 2025 Q1 2025
Cva Family Office, LLC

BUY
 -
14
New
$667 - $780
14 $757
May 01, 2025 Q1 2025
Bogart Wealth, LLC

BUY
 -
10
New
$476 - $557
10 $541
May 16, 2025 Q1 2025
Ross\Johnson & Associates LLC

Plymouth, MN
BUY
 -
7
New
$333 - $390
7 $378
Apr 30, 2025 Q1 2025
Allworth Financial LP

BUY
 -
7
+ 12.73%
$333 - $390
62 $3.35K
May 29, 2025 Q1 2025
Quaker Wealth Management, LLC

BUY
 PUT
6
New
$286 - $334
6 $324
May 15, 2025 Q1 2025
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
5
+ 33.33%
$238 - $278
20 $1.08K
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5
+ 83.33%
$238 - $278
11 $595
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
5
New
$238 - $278
5 $270
Q4 2024
Feb 05, 2025 Q4 2024
Proficio Capital Partners LLC

Newton, MA
BUY
 -
101K
New
$4.21M - $5.11M
101K $5.48M
Feb 12, 2025 Q4 2024
Mufg Securities Emea PLC

London, X0
BUY
 -
71K
New
$2.95M - $3.58M
71K $3.84M
Feb 14, 2025 Q4 2024
Worldquant Millennium Advisors LLC

New York, NY
BUY
 -
67.7K
New
$2.82M - $3.41M
67.7K $3.66M
May 29, 2025 Q4 2024
Generali Asset Management Spa Sgr

Trieste, L6
BUY
 -
57K
New
$2.37M - $2.87M
57K $3.08M
Jul 16, 2025 Q4 2024
Smith Asset Management Co., LLC

Chiefland, FL
BUY
 -
51.4K
New
$2.14M - $2.59M
51.4K $2.78M
Feb 14, 2025 Q4 2024
Nomura Holdings Inc

Tokyo, M0
BUY
 -
49.8K
New
$2.07M - $2.51M
49.8K $2.69M
Feb 13, 2025 Q4 2024
Drw Securities, LLC

Chicago, IL
BUY
 -
32.7K
New
$1.36M - $1.65M
32.7K $1.77M
Feb 14, 2025 Q4 2024
Adage Capital Partners Gp, L.L.C.

Boston, MA
BUY
 -
25K
+ 25.0%
$1.04M - $1.26M
125K $6.76M
Feb 14, 2025 Q4 2024
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
23.6K
+ 1.68%
$983K - $1.19M
1.43M $77.2M
Feb 11, 2025 Q4 2024
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
16.2K
+ 4628.57%
$674K - $816K
16.6K $895K
Jan 03, 2025 Q4 2024
Everence Capital Management Inc

BUY
 -
9.71K
New
$404K - $489K
9.71K $525K
Feb 11, 2025 Q4 2024
Axq Capital, LP

Jersey City, NJ
BUY
 -
7.65K
New
$318K - $386K
7.65K $413K
Feb 13, 2025 Q4 2024
Crestline Management, LP

Fort Worth, TX
BUY
 -
7.22K
+ 29.68%
$300K - $364K
31.5K $1.7M
Jan 22, 2025 Q4 2024
R Squared LTD

Central, K3
BUY
 -
6.52K
New
$271K - $329K
6.52K $352K
Feb 13, 2025 Q4 2024
Polymer Capital Management (Us) LLC

New York, NY
BUY
 -
5.78K
New
$240K - $291K
5.78K $312K
Feb 18, 2025 Q4 2024
American Trust

Lexington, KY
BUY
 -
4.72K
New
$196K - $238K
4.72K $255K
Jan 24, 2025 Q4 2024
Longboard Asset Management, LP

Phoenix, AZ
BUY
 -
4.61K
New
$192K - $232K
4.61K $249K
Jan 16, 2025 Q4 2024
Aspiriant, LLC

BUY
 -
4.55K
New
$189K - $229K
4.55K $246K
Feb 14, 2025 Q4 2024
Virtus Investment Advisers, Inc.

Hartford, CT
BUY
 -
2.6K
New
$108K - $131K
2.6K $141K
Feb 14, 2025 Q4 2024
Caitong International Asset Management Co., LTD

Hong Kong, K3
BUY
 -
1.29K
New
$53.4K - $64.8K
1.29K $69.5K
Feb 14, 2025 Q4 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
514
New
$21.4K - $25.9K
514 $27.8K
Feb 13, 2025 Q4 2024
Mizuho Bank, Ltd.

Tokyo, M0
BUY
 -
430
+ 61.43%
$17.9K - $21.7K
1.13K $61.1K
Feb 19, 2025 Q4 2024
Invst, LLC

Indianapolis, IN
BUY
 -
365
+ 1.53%
$15.2K - $18.4K
24.2K $1.31M

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