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 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
835+ 1.28% |
$26.9K - $31.7K
|
65.9K
$3.12M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.96% |
$25.8K - $30.4K
|
84.5K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
791+ 0.07% |
$25.5K - $30.1K
|
1.14M
$53.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
788+ 9.41% |
$25.4K - $30K
|
9.16K
$433K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
744New |
$24K - $28.3K
|
744
$35.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
705New |
$22.7K - $26.8K
|
705
$33.4K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
666+ 2.2% |
$21.5K - $25.3K
|
31K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
630+ 1.33% |
$20.3K - $23.9K
|
47.9K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
528+ 4.2% |
$17K - $20.1K
|
13.1K
$620K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
513+ 21.23% |
$16.5K - $19.5K
|
2.93K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
488+ 3.93% |
$15.7K - $18.5K
|
12.9K
$611K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
423+ 4.39% |
$13.6K - $16.1K
|
10.1K
$476K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
405+ 26.4% |
$13.1K - $15.4K
|
1.94K
$91.8K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
400+ 6.77% |
$12.9K - $15.2K
|
6.31K
$299K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
398+ 0.99% |
$12.8K - $15.1K
|
40.4K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
355+ 59.27% |
$11.4K - $13.5K
|
954
$45.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
305New |
$9.84K - $11.6K
|
305
$14.4K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
280+ 4.78% |
$9.03K - $10.6K
|
6.13K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
264New |
$8.51K - $10K
|
264
$12.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
233New |
$7.51K - $8.86K
|
233
$11K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
206New |
$6.64K - $7.83K
|
206
$9.75K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
173+ 1.38% |
$5.58K - $6.58K
|
12.7K
$603K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
169New |
$5.45K - $6.42K
|
169
$8K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
163+ 407.5% |
$5.26K - $6.2K
|
203
$9.61K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
125+ 1.33% |
$4.03K - $4.75K
|
9.52K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
123+ 86.62% |
$3.97K - $4.68K
|
265
$12.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
122+ 0.55% |
$3.93K - $4.64K
|
22.1K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.23K - $3.8K
|
100
$4.73K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
82+ 11.75% |
$2.64K - $3.12K
|
780
$36.9K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
72New |
$2.32K - $2.74K
|
72
$3.41K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
70+ 15.15% |
$2.26K - $2.66K
|
532
$25.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
64New |
$2.06K - $2.43K
|
64
$3.03K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61+ 7.51% |
$1.97K - $2.32K
|
873
$41.3K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
59+ 0.06% |
$1.9K - $2.24K
|
99.9K
$4.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 306.25% |
$1.58K - $1.86K
|
65
$3.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
42+ 525.0% |
$1.35K - $1.6K
|
50
$2.37K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31+ 14.16% |
$1K - $1.18K
|
250
$11.8K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
28+ 4.54% |
$903 - $1.06K
|
645
$30.5K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26+ 0.15% |
$839 - $988
|
17.3K
$817K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
22+ 0.19% |
$710 - $836
|
11.5K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
21+ 0.05% |
$677 - $798
|
42.7K
$2.02M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20New |
$645 - $760
|
20
$946
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20+ 2.2% |
$645 - $760
|
931
$44.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15New |
$484 - $570
|
15
$710
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$484 - $570
|
15
$710
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 12.5% |
$484 - $570
|
135
$6.39K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13+ 0.04% |
$419 - $494
|
34.1K
$1.61M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 0.64% |
$226 - $266
|
1.11K
$52.4K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 0.03% |
$226 - $266
|
20.5K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7+ 0.02% |
$226 - $266
|
30.2K
$1.43M
|