Latest Institutional Sells of Equitable Holdings, Inc. (EQH)
This list provides information on the latest institutional transactions involving Equitable Holdings, Inc. (EQH) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18K- 4.16% |
$454K - $621K
|
415K
$19.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-17.5K- 39.45% |
$440K - $602K
|
26.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.2KClosed |
$384K - $525K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.68K- 5.83% |
$143K - $196K
|
91.8K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.33K- 14.34% |
$134K - $184K
|
31.8K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-1.3K- 86.67% |
$32.8K - $44.8K
|
200
$9.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-374- 9.27% |
$9.43K - $12.9K
|
3.66K
$174K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-308Closed |
$7.76K - $10.6K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-141- 30.45% |
$3.55K - $4.86K
|
322
$15.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53- 18.47% |
$1.34K - $1.83K
|
234
$11.1K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39- 66.1% |
$983 - $1.34K
|
20
$949
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-39- 4.86% |
$983 - $1.34K
|
764
$36.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-37- 66.07% |
$933 - $1.28K
|
19
$901
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-79.6K- 39.72% |
$2.14M - $2.32M
|
121K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-24.5K- 0.73% |
$658K - $715K
|
3.34M
$158M
|
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-3.05K- 19.5% |
$81.9K - $89.1K
|
12.6K
$598K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 23.7% |
$59.8K - $65K
|
7.17K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 13.62% |
$35.6K - $38.7K
|
8.42K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 3.83% |
$269 - $292
|
251
$11.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 3.69% |
$242 - $263
|
235
$11.1K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-47K- 48.49% |
$1.07M - $1.28M
|
50K
$2.37M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-10.3KClosed |
$235K - $280K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.18K- 79.23% |
$72.6K - $86.4K
|
834
$39.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.5K- 1.62% |
$57.1K - $67.9K
|
152K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-993- 0.2% |
$22.7K - $27K
|
499K
$23.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-864- 10.11% |
$19.7K - $23.5K
|
7.68K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-377- 4.42% |
$8.6K - $10.2K
|
8.14K
$386K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36- 43.37% |
$822 - $978
|
47
$2.23K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Gmt Capital Corp
Atlanta, GA |
SELL
|
- |
-1.04M- 65.98% |
$24.4M - $34.2M
|
536K
$25.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-27.8K- 97.89% |
$652K - $913K
|
600
$28.5K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-7.9K- 26.29% |
$185K - $260K
|
22.2K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 36.39% |
$3.35K - $4.7K
|
250
$11.9K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 33.17% |
$1.55K - $2.17K
|
133
$6.31K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52- 70.27% |
$1.22K - $1.71K
|
22
$1.04K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 0.43% |
$235 - $329
|
2.34K
$111K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-11.4K- 56.05% |
$309K - $363K
|
8.9K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-9.5KClosed |
$259K - $304K
|
0
$0
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.2K- 17.88% |
$87.2K - $102K
|
14.7K
$697K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-483- 11.75% |
$13.2K - $15.4K
|
3.63K
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-433- 10.5% |
$11.8K - $13.8K
|
3.69K
$175K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-387- 37.07% |
$10.5K - $12.4K
|
657
$31.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-386- 4.69% |
$10.5K - $12.3K
|
7.84K
$372K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-92- 0.96% |
$2.51K - $2.94K
|
9.52K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-80- 0.47% |
$2.18K - $2.56K
|
16.8K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-47- 0.44% |
$1.28K - $1.5K
|
10.5K
$500K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-37- 51.39% |
$1.01K - $1.18K
|
35
$1.66K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-26- 0.22% |
$708 - $831
|
11.7K
$557K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-26- 5.64% |
$708 - $831
|
435
$20.6K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-350K- 97.6% |
$7.59M - $10.8M
|
8.6K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-266KClosed |
$5.76M - $8.24M
|
0
$0
|
|