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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$134 - $146
|
5
$237
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.15% |
$80.6 - $87.6
|
2.07K
$98.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$26.9 - $29.2
|
52
$2.47K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
261KNew |
$5.95M - $7.09M
|
261K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
93.7KNew |
$2.14M - $2.54M
|
93.7K
$4.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
63.6KNew |
$1.45M - $1.73M
|
63.6K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
13.4K+ 27.35% |
$306K - $364K
|
62.4K
$2.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
9.72KNew |
$222K - $264K
|
9.72K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.19K+ 15.85% |
$164K - $195K
|
52.5K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.42K+ 1.64% |
$32.4K - $38.5K
|
88K
$4.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.27K+ 0.84% |
$29.1K - $34.6K
|
153K
$7.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
960+ 31.58% |
$21.9K - $26.1K
|
4K
$190K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
378+ 3.48% |
$8.63K - $10.3K
|
11.2K
$533K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
76New |
$1.73K - $2.06K
|
76
$3.61K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$548 - $652
|
24
$1.14K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$22.8 - $27.2
|
1
$47.4
|
|
| 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
$106M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
489KNew |
$11.5M - $16.1M
|
489K
$23.2M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
60.7KNew |
$1.42M - $1.99M
|
60.7K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
48.8KNew |
$1.14M - $1.6M
|
48.8K
$2.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43.1KNew |
$1.01M - $1.42M
|
43.1K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
27.7KNew |
$649K - $909K
|
27.7K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
22.9KNew |
$537K - $752K
|
22.9K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
17.6K+ 81.48% |
$413K - $579K
|
39.2K
$1.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
14.5KNew |
$341K - $477K
|
14.5K
$689K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.69KNew |
$180K - $253K
|
7.69K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.06K+ 99.75% |
$166K - $232K
|
14.1K
$671K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.93K+ 2.93% |
$139K - $195K
|
208K
$9.87M
|
|
|
May 15, 2023
Q1 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
3.53K+ 3.77% |
$82.8K - $116K
|
97.1K
$4.6M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
421New |
$9.88K - $13.8K
|
421
$20K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
354New |
$8.3K - $11.6K
|
354
$16.8K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
154New |
$3.61K - $5.06K
|
154
$7.31K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
65New |
$1.52K - $2.14K
|
65
$3.08K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23New |
$540 - $756
|
23
$1.09K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
20New |
$469 - $658
|
20
$949
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19New |
$446 - $625
|
19
$901
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$328 - $460
|
14
$664
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
227KNew |
$6.19M - $7.26M
|
227K
$10.8M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
94KNew |
$2.56M - $3.01M
|
94K
$4.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
63.2KNew |
$1.72M - $2.02M
|
63.2K
$3M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
41.2KNew |
$1.12M - $1.32M
|
41.2K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
39KNew |
$1.06M - $1.25M
|
39K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
31.2KNew |
$850K - $997K
|
31.2K
$1.48M
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
30KNew |
$817K - $959K
|
30K
$1.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
24.1KNew |
$656K - $770K
|
24.1K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
20.9KNew |
$570K - $669K
|
20.9K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
11.3KNew |
$309K - $363K
|
11.3K
$538K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$240K - $282K
|
8.82K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.29KNew |
$199K - $233K
|
7.29K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
5.53K+ 133.98% |
$151K - $177K
|
9.66K
$458K
|
|