Purchases and Sales Made in Q1 2022 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q1 2022. The information is specifically focused on institutions that hold shares of Equitable Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.13K+ 15.96% |
$32.2K - $40.9K
|
8.19K
$388K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
985+ 129.78% |
$28.1K - $35.8K
|
1.74K
$82.5K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
918+ 127.5% |
$26.2K - $33.3K
|
1.64K
$77.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
886+ 8054.55% |
$25.3K - $32.2K
|
897
$42.4K
|
|
|
May 13, 2022
Q1 2022
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
869+ 2.81% |
$24.8K - $31.5K
|
31.8K
$1.51M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
845New |
$24.1K - $30.7K
|
845
$40K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
813New |
$23.2K - $29.5K
|
813
$38.5K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
809New |
$23.1K - $29.4K
|
809
$38.3K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
640+ 6.24% |
$18.3K - $23.2K
|
10.9K
$516K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
584+ 32.18% |
$16.7K - $21.2K
|
2.4K
$114K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
429New |
$12.2K - $15.6K
|
429
$20.3K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
407+ 2.3% |
$11.6K - $14.8K
|
18.1K
$857K
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
396+ 3.94% |
$11.3K - $14.4K
|
10.5K
$495K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
368+ 0.36% |
$10.5K - $13.4K
|
101K
$4.8M
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
341+ 2.39% |
$9.73K - $12.4K
|
14.6K
$692K
|
|
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
300+ 0.04% |
$8.56K - $10.9K
|
812K
$38.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
279+ 3.54% |
$7.96K - $10.1K
|
8.15K
$386K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
265+ 2.22% |
$7.56K - $9.62K
|
12.2K
$577K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
247+ 0.6% |
$7.04K - $8.97K
|
41.6K
$1.97M
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
240+ 0.84% |
$6.84K - $8.71K
|
28.7K
$1.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
198+ 42.13% |
$5.65K - $7.19K
|
668
$31.6K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
185+ 75.82% |
$5.28K - $6.72K
|
429
$20.3K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
166+ 0.32% |
$4.73K - $6.03K
|
52.7K
$2.49M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
135New |
$3.85K - $4.9K
|
135
$6.39K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
135+ 0.33% |
$3.85K - $4.9K
|
40.9K
$1.93M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
128New |
$3.65K - $4.65K
|
128
$6.06K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$3.57K - $4.54K
|
125
$5.92K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
122+ 131.18% |
$3.48K - $4.43K
|
215
$10.2K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
104+ 0.55% |
$2.97K - $3.78K
|
19K
$901K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
68New |
$1.94K - $2.47K
|
68
$3.22K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
66New |
$1.88K - $2.4K
|
66
$3.12K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.43K - $1.81K
|
50
$2.37K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
45New |
$1.28K - $1.63K
|
45
$2.13K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
44+ 17.96% |
$1.25K - $1.6K
|
289
$13.7K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 7.69% |
$799 - $1.02K
|
392
$18.5K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 3.6% |
$713 - $907
|
720
$34.1K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19New |
$542 - $690
|
19
$899
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19New |
$542 - $690
|
19
$899
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
17+ 0.17% |
$485 - $617
|
10.3K
$487K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12New |
$342 - $436
|
12
$568
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
11+ 25.0% |
$314 - $399
|
55
$2.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11+ 0.03% |
$314 - $399
|
32.2K
$1.52M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$285 - $363
|
10
$473
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
9+ 23.68% |
$257 - $327
|
47
$2.22K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.62% |
$171 - $218
|
979
$46.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.99% |
$114 - $145
|
407
$19.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.04% |
$28.5 - $36.3
|
50
$2.37K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 2.01% |
$114 - $145
|
195
$9.23K
|