Purchases and Sales Made in Q1 2025 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q1 2025. 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, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.92K+ 1.64% |
$329K - $385K
|
429K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.9K+ 433.02% |
$329K - $384K
|
8.49K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
6.89K+ 22.56% |
$328K - $383K
|
37.4K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.79KNew |
$324K - $378K
|
6.79K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.53KNew |
$311K - $364K
|
6.53K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.48KNew |
$309K - $361K
|
6.48K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
6.48K+ 84.01% |
$309K - $361K
|
14.2K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.45K+ 82.96% |
$307K - $359K
|
14.2K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.35K+ 20.28% |
$303K - $354K
|
37.7K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.24K+ 18.76% |
$297K - $347K
|
39.5K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.02KNew |
$287K - $335K
|
6.02K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.01KNew |
$286K - $335K
|
6.01K
$320K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.99K+ 26.96% |
$285K - $333K
|
28.2K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.55K+ 28.33% |
$264K - $309K
|
25.1K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.5K+ 593.74% |
$262K - $306K
|
6.43K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.26K+ 12.42% |
$250K - $293K
|
47.6K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.22KNew |
$249K - $290K
|
5.22K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.14KNew |
$245K - $286K
|
5.14K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.04K+ 27.81% |
$240K - $281K
|
23.2K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
5.01K+ 5.46% |
$239K - $279K
|
96.8K
$5.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.89KNew |
$233K - $272K
|
4.89K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.88K+ 7.05% |
$232K - $272K
|
74.1K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.85KNew |
$231K - $270K
|
4.85K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.83KNew |
$230K - $269K
|
4.83K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
4.74K+ 370.02% |
$226K - $264K
|
6.02K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.65K+ 30.34% |
$222K - $259K
|
20K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.58KNew |
$218K - $255K
|
4.58K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.51K+ 73.92% |
$215K - $251K
|
10.6K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.44KNew |
$212K - $247K
|
4.44K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.43K+ 18.83% |
$211K - $247K
|
28K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.42KNew |
$210K - $246K
|
4.42K
$235K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.4KNew |
$209K - $245K
|
4.4K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.39KNew |
$209K - $244K
|
4.39K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.37KNew |
$208K - $243K
|
4.37K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.29K+ 43.96% |
$204K - $239K
|
14K
$746K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.06KNew |
$194K - $226K
|
4.06K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4.02KNew |
$192K - $224K
|
4.02K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.01K+ 61.03% |
$191K - $223K
|
10.6K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.01K+ 2.89% |
$191K - $223K
|
143K
$7.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4K+ 20.0% |
$191K - $223K
|
24K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
3.96K+ 12.12% |
$189K - $221K
|
36.6K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.86KNew |
$184K - $215K
|
3.86K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.51KNew |
$167K - $196K
|
3.51K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
3.25K+ 1.2% |
$155K - $181K
|
275K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.21KNew |
$153K - $179K
|
3.21K
$171K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.78K+ 1864.43% |
$132K - $155K
|
2.93K
$156K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.73K+ 1.57% |
$130K - $152K
|
177K
$9.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.68K+ 3.08% |
$128K - $149K
|
89.6K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.65K+ 3.28% |
$126K - $148K
|
83.7K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 13.62% |
$126K - $147K
|
22.1K
$1.17M
|