Purchases and Sales Made in Q1 2023 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q1 2023. 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 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
775+ 11.74% |
$18.2K - $25.5K
|
7.38K
$350K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
754+ 2.0% |
$17.7K - $24.8K
|
38.5K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
750+ 1.68% |
$17.6K - $24.7K
|
45.4K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
714+ 0.8% |
$16.8K - $23.5K
|
89.7K
$4.26M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
532+ 0.09% |
$12.5K - $17.5K
|
593K
$28.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
483+ 4.37% |
$11.3K - $15.9K
|
11.5K
$547K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
421New |
$9.88K - $13.8K
|
421
$20K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
399New |
$9.36K - $13.1K
|
399
$18.9K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
375New |
$8.8K - $12.3K
|
375
$17.8K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
368New |
$8.63K - $12.1K
|
368
$17.5K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
354New |
$8.3K - $11.6K
|
354
$16.8K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
331+ 51.32% |
$7.77K - $10.9K
|
976
$46.3K
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
327New |
$7.67K - $10.8K
|
327
$15.5K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260+ 54.85% |
$6.1K - $8.55K
|
734
$34.8K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
250+ 1.09% |
$5.87K - $8.22K
|
23.2K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
247New |
$5.79K - $8.12K
|
247
$11.7K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
247New |
$5.79K - $8.12K
|
247
$11.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
223+ 39.05% |
$5.23K - $7.33K
|
794
$37.7K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
216+ 5.86% |
$5.07K - $7.1K
|
3.9K
$185K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
206+ 26.68% |
$4.83K - $6.77K
|
978
$46.4K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
203+ 0.69% |
$4.76K - $6.67K
|
29.6K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
200New |
$4.69K - $6.58K
|
200
$9.49K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
155+ 14.62% |
$3.64K - $5.1K
|
1.22K
$57.6K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
154New |
$3.61K - $5.06K
|
154
$7.31K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
148+ 2466.67% |
$3.47K - $4.87K
|
154
$7.31K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
90New |
$2.11K - $2.96K
|
90
$4.27K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
90+ 0.35% |
$2.11K - $2.96K
|
26K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85+ 0.94% |
$1.99K - $2.79K
|
9.17K
$435K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
83+ 3.24% |
$1.95K - $2.73K
|
2.65K
$126K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78New |
$1.83K - $2.56K
|
78
$3.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
66+ 0.51% |
$1.55K - $2.17K
|
13.1K
$622K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
65New |
$1.52K - $2.14K
|
65
$3.08K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$915 - $1.28K
|
39
$1.85K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
23New |
$540 - $756
|
23
$1.09K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 20.0% |
$540 - $756
|
138
$6.55K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 7.69% |
$516 - $723
|
308
$14.6K
|
|
|
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 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16+ 0.21% |
$375 - $526
|
7.63K
$362K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 23.88% |
$375 - $526
|
83
$3.94K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$328 - $460
|
14
$664
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 15.12% |
$305 - $427
|
99
$4.7K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
12+ 600.0% |
$282 - $395
|
14
$664
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12+ 0.04% |
$282 - $395
|
29.1K
$1.38M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 1.75% |
$258 - $362
|
641
$30.4K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.03% |
$141 - $197
|
20.1K
$955K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$93.8 - $132
|
2.71K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-1- 0.01% |
$23.5 - $32.9
|
8.83K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 2.66% |
$164 - $230
|
256
$12.1K
|