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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.43K+ 3281.08% |
$116K - $135K
|
2.5K
$133K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.28K+ 116.43% |
$108K - $127K
|
4.23K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.08K+ 43.21% |
$99.2K - $116K
|
6.9K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2KNew |
$95.3K - $111K
|
2K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 20.71% |
$94.3K - $110K
|
11.5K
$613K
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.97K+ 0.28% |
$93.6K - $109K
|
706K
$37.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.94K+ 6.72% |
$92.3K - $108K
|
30.8K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.92K+ 180.81% |
$91.6K - $107K
|
2.99K
$159K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.89K+ 5.92% |
$90K - $105K
|
33.8K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
1.85K+ 7.53% |
$88.3K - $103K
|
26.5K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.82K+ 21.19% |
$86.8K - $101K
|
10.4K
$554K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.72K+ 0.73% |
$82K - $95.9K
|
238K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.69K+ 11.79% |
$80.6K - $94.2K
|
16K
$853K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.55KNew |
$73.6K - $86K
|
1.55K
$82.2K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.5K+ 0.61% |
$71.4K - $83.4K
|
247K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
1.34K+ 1.17% |
$63.6K - $74.3K
|
115K
$6.12M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.33K+ 28.74% |
$63.3K - $74K
|
5.95K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 31.67% |
$61.4K - $71.8K
|
5.36K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.29KNew |
$61.4K - $71.7K
|
1.29K
$68.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.1K+ 1.71% |
$52.6K - $61.5K
|
65.5K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.08K+ 1.58% |
$51.4K - $60.1K
|
69.5K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.06K+ 5.05% |
$50.6K - $59.1K
|
22.1K
$1.17M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1K+ 2.57% |
$47.8K - $55.9K
|
40.1K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
909+ 3.03% |
$43.3K - $50.6K
|
30.9K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Bastion Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
902+ 2.1% |
$43K - $50.2K
|
43.8K
$2.33M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
882New |
$42K - $49.1K
|
882
$46.9K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
847+ 45.08% |
$40.4K - $47.2K
|
2.73K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
769+ 5.78% |
$36.6K - $42.8K
|
14.1K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
662+ 3677.78% |
$31.5K - $36.9K
|
680
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
630New |
$30K - $35.1K
|
630
$33.5K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
595+ 20.99% |
$28.3K - $33.1K
|
3.43K
$182K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
590+ 1.65% |
$28.1K - $32.9K
|
36.3K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
578+ 15.52% |
$27.5K - $32.2K
|
4.3K
$229K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
548+ 13.58% |
$26.1K - $30.5K
|
4.58K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
535+ 16.25% |
$25.5K - $29.8K
|
3.83K
$204K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
525+ 11.92% |
$25K - $29.2K
|
4.93K
$262K
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
517+ 0.13% |
$24.6K - $28.8K
|
398K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
506New |
$24.1K - $28.2K
|
506
$26.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
496New |
$23.6K - $27.6K
|
496
$26.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
470New |
$22.4K - $26.2K
|
470
$25K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
424+ 6.57% |
$20.2K - $23.6K
|
6.87K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
401+ 7.9% |
$19.1K - $22.3K
|
5.48K
$291K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
376+ 404.3% |
$17.9K - $20.9K
|
469
$24.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
353+ 8.43% |
$16.8K - $19.7K
|
4.54K
$241K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
323+ 1.52% |
$15.4K - $18K
|
21.5K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
319+ 5.27% |
$15.2K - $17.8K
|
6.37K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
302+ 3.82% |
$14.4K - $16.8K
|
8.21K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
299+ 6.17% |
$14.2K - $16.6K
|
5.15K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
296+ 4.92% |
$14.1K - $16.5K
|
6.32K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$13.4K - $15.7K
|
282
$15K
|