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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-1- 0.01% |
$23.5 - $32.9
|
8.83K
$470K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 2.66% |
$164 - $230
|
256
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 1.95% |
$188 - $263
|
403
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 0.43% |
$235 - $329
|
2.34K
$124K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 2.12% |
$352 - $493
|
694
$36.9K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-16- 3.55% |
$375 - $526
|
435
$23.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 4.32% |
$446 - $625
|
421
$22.4K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 9.09% |
$540 - $756
|
230
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-43- 0.21% |
$1.01K - $1.41K
|
20.4K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-44- 45.83% |
$1.03K - $1.45K
|
52
$2.77K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-45- 0.14% |
$1.06K - $1.48K
|
31.2K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-52- 70.27% |
$1.22K - $1.71K
|
22
$1.17K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55- 25.82% |
$1.29K - $1.81K
|
158
$8.4K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-55- 0.06% |
$1.29K - $1.81K
|
87.4K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-56- 12.5% |
$1.31K - $1.84K
|
392
$20.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-66- 33.17% |
$1.55K - $2.17K
|
133
$7.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-71- 10.92% |
$1.67K - $2.33K
|
579
$30.8K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-81- 2.14% |
$1.9K - $2.66K
|
3.71K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-85- 2.72% |
$1.99K - $2.79K
|
3.04K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-87- 74.36% |
$2.04K - $2.86K
|
30
$1.6K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-96- 1.08% |
$2.25K - $3.16K
|
8.82K
$469K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-108- 3.24% |
$2.53K - $3.55K
|
3.23K
$172K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-117- 50.21% |
$2.74K - $3.85K
|
116
$6.17K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-119- 66.85% |
$2.79K - $3.91K
|
59
$3.14K
|
|
|
May 15, 2023
Q1 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-125- 0.19% |
$2.93K - $4.11K
|
65K
$3.46M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 36.39% |
$3.35K - $4.7K
|
250
$13.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-152- 60.32% |
$3.57K - $5K
|
100
$5.32K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-183- 18.23% |
$4.29K - $6.02K
|
821
$43.7K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-200- 1.87% |
$4.69K - $6.58K
|
10.5K
$558K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-204- 7.01% |
$4.79K - $6.71K
|
2.71K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-223- 2.54% |
$5.23K - $7.33K
|
8.57K
$456K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-231- 19.14% |
$5.42K - $7.6K
|
976
$51.9K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-300- 0.2% |
$7.04K - $9.86K
|
151K
$8.05M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-312- 32.74% |
$7.32K - $10.3K
|
641
$34.1K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-316- 2.43% |
$7.41K - $10.4K
|
12.7K
$675K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-354- 1.71% |
$8.3K - $11.6K
|
20.3K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-365- 7.17% |
$8.56K - $12K
|
4.72K
$251K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-503- 0.4% |
$11.8K - $16.5K
|
126K
$6.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-534- 0.16% |
$12.5K - $17.6K
|
334K
$17.7M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-536- 4.97% |
$12.6K - $17.6K
|
10.2K
$545K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-551- 0.22% |
$12.9K - $18.1K
|
250K
$13.3M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-560- 6.3% |
$13.1K - $18.4K
|
8.33K
$443K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-631- 43.79% |
$14.8K - $20.7K
|
810
$43.1K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-766- 39.88% |
$18K - $25.2K
|
1.16K
$61.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-768- 5.48% |
$18K - $25.3K
|
13.2K
$704K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-771- 0.53% |
$18.1K - $25.4K
|
145K
$7.72M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-772- 4.81% |
$18.1K - $25.4K
|
15.3K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-834- 0.51% |
$19.6K - $27.4K
|
163K
$8.67M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-911- 0.54% |
$21.4K - $30K
|
167K
$8.86M
|