Purchases and Sales Made in Q1 2024 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q1 2024. 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 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
8.73K+ 4.83% |
$282K - $332K
|
190K
$8.97M
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
8.63K+ 9.54% |
$278K - $328K
|
99.1K
$4.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.58KNew |
$245K - $288K
|
7.58K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7.47K+ 5.42% |
$241K - $284K
|
145K
$6.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
7.03K+ 9.59% |
$227K - $267K
|
80.3K
$3.8M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.81KNew |
$220K - $259K
|
6.81K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.27KNew |
$202K - $238K
|
6.27K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.15KNew |
$198K - $234K
|
6.15K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.14KNew |
$198K - $234K
|
6.14K
$291K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.11KNew |
$197K - $232K
|
6.11K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.79K+ 52.66% |
$187K - $220K
|
16.8K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.67K+ 14.66% |
$183K - $215K
|
44.3K
$2.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.58KNew |
$180K - $212K
|
5.58K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.58KNew |
$180K - $212K
|
5.58K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.44K+ 3.43% |
$176K - $207K
|
164K
$7.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.42K+ 0.44% |
$175K - $206K
|
1.25M
$59.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.1K+ 42.29% |
$165K - $194K
|
17.2K
$813K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.05K+ 3.04% |
$163K - $192K
|
171K
$8.1M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.97K+ 258.13% |
$160K - $189K
|
6.89K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.34K+ 28.29% |
$140K - $165K
|
19.7K
$931K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.18K+ 43.21% |
$135K - $159K
|
13.9K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
4.15KNew |
$134K - $158K
|
4.15K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.06K+ 57.12% |
$131K - $154K
|
11.2K
$528K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.67K+ 325.96% |
$118K - $139K
|
4.79K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.61K+ 37.51% |
$116K - $137K
|
13.2K
$626K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.21K+ 8.18% |
$103K - $122K
|
42.4K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.1K+ 14.76% |
$100K - $118K
|
24.1K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
3K+ 40.0% |
$96.8K - $114K
|
10.5K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.39K+ 19.92% |
$77K - $90.8K
|
14.4K
$681K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.3K+ 10.55% |
$74.2K - $87.4K
|
24.1K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.2K+ 84.62% |
$71K - $83.6K
|
4.8K
$227K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
2.11K+ 1.58% |
$67.9K - $80K
|
135K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.1KNew |
$67.7K - $79.8K
|
2.1K
$99.4K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.67KNew |
$53.9K - $63.5K
|
1.67K
$79.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.59K+ 1421.43% |
$51.3K - $60.5K
|
1.7K
$80.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.53K+ 5.72% |
$49.5K - $58.3K
|
28.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.53K+ 1321.55% |
$49.4K - $58.3K
|
1.65K
$78K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 141.43% |
$49.2K - $58K
|
2.61K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.48KNew |
$47.7K - $56.3K
|
1.48K
$70K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.3KNew |
$41.9K - $49.4K
|
1.3K
$61.5K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.2KNew |
$38.7K - $45.6K
|
1.2K
$56.8K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.11KNew |
$35.9K - $42.3K
|
1.11K
$52.6K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.03KNew |
$33.3K - $39.3K
|
1.03K
$48.9K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.02K+ 39.34% |
$32.9K - $38.7K
|
3.61K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
990+ 60.29% |
$31.9K - $37.6K
|
2.63K
$125K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
975+ 9.3% |
$31.4K - $37.1K
|
11.5K
$542K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
957+ 7.72% |
$30.9K - $36.4K
|
13.4K
$632K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
921+ 0.04% |
$29.7K - $35K
|
2.25M
$106M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
920+ 10.67% |
$29.7K - $35K
|
9.55K
$452K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 1.01% |
$29K - $34.2K
|
90.3K
$4.27M
|