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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.09% |
$570 - $664
|
17.8K
$947K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-110K- 13.79% |
$3.54M - $4.17M
|
685K
$36.4M
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-16.6K- 23.42% |
$534K - $629K
|
54.2K
$2.88M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-14.6K- 3.38% |
$472K - $556K
|
418K
$22.2M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-11.3K- 99.88% |
$364K - $429K
|
14
$745
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-4.83K- 34.17% |
$156K - $183K
|
9.3K
$494K
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.77K- 6.14% |
$122K - $143K
|
57.7K
$3.07M
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.9K- 26.03% |
$61.3K - $72.2K
|
5.4K
$287K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.81K- 6.47% |
$58.5K - $68.9K
|
26.2K
$1.39M
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.42K- 1.46% |
$45.7K - $53.8K
|
95.5K
$5.08M
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.84M- 63.0% |
$46.4M - $63.4M
|
1.08M
$57.5M
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-162K- 5.25% |
$4.1M - $5.6M
|
2.93M
$156M
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-27.7K- 59.91% |
$697K - $953K
|
18.5K
$984K
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21K- 36.65% |
$529K - $724K
|
36.3K
$1.93M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-18K- 4.16% |
$454K - $621K
|
415K
$22.1M
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-17.5K- 39.45% |
$440K - $602K
|
26.8K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.2KClosed |
$384K - $525K
|
0
$0
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.33K- 14.34% |
$134K - $184K
|
31.8K
$1.69M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-1.3K- 86.67% |
$32.8K - $44.8K
|
200
$10.6K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-141- 30.45% |
$3.55K - $4.86K
|
322
$17.1K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-53- 18.47% |
$1.34K - $1.83K
|
234
$12.4K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39- 66.1% |
$983 - $1.34K
|
20
$1.06K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-39- 4.86% |
$983 - $1.34K
|
764
$40.6K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-24.5K- 0.73% |
$658K - $715K
|
3.34M
$178M
|
|
Nov 14, 2023
Q3 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-3.05K- 19.5% |
$81.9K - $89.1K
|
12.6K
$670K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 23.7% |
$59.8K - $65K
|
7.17K
$381K
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.33K- 13.62% |
$35.6K - $38.7K
|
8.42K
$448K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-10- 3.83% |
$269 - $292
|
251
$13.3K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-9- 3.69% |
$242 - $263
|
235
$12.5K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-47K- 48.49% |
$1.07M - $1.28M
|
50K
$2.66M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-10.3KClosed |
$235K - $280K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-993- 0.2% |
$22.7K - $27K
|
499K
$26.6M
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-864- 10.11% |
$19.7K - $23.5K
|
7.68K
$408K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-377- 4.42% |
$8.6K - $10.2K
|
8.14K
$433K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36- 43.37% |
$822 - $978
|
47
$2.5K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Gmt Capital Corp
Atlanta, GA |
SELL
|
- |
-1.04M- 65.98% |
$24.4M - $34.2M
|
536K
$28.5M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-7.9K- 26.29% |
$185K - $260K
|
22.2K
$1.18M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 36.39% |
$3.35K - $4.7K
|
250
$13.3K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 33.17% |
$1.55K - $2.17K
|
133
$7.07K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52- 70.27% |
$1.22K - $1.71K
|
22
$1.17K
|
|
Q4 2022 | |||||||
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-11.4K- 56.05% |
$309K - $363K
|
8.9K
$473K
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-9.5KClosed |
$259K - $304K
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-483- 11.75% |
$13.2K - $15.4K
|
3.63K
$193K
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-433- 10.5% |
$11.8K - $13.8K
|
3.69K
$196K
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-92- 0.96% |
$2.51K - $2.94K
|
9.52K
$506K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-47- 0.44% |
$1.28K - $1.5K
|
10.5K
$561K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-37- 51.39% |
$1.01K - $1.18K
|
35
$1.86K
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-26- 0.22% |
$708 - $831
|
11.7K
$624K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-26- 5.64% |
$708 - $831
|
435
$23.1K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-350K- 97.6% |
$7.59M - $10.8M
|
8.6K
$457K
|