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 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11New |
$524 - $612
|
11
$585
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$476 - $557
|
10
$532
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 1.76% |
$429 - $501
|
519
$27.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 12.73% |
$333 - $390
|
62
$3.3K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$333 - $390
|
7
$372
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 33.33% |
$238 - $278
|
20
$1.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$238 - $278
|
5
$266
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 83.33% |
$238 - $278
|
11
$585
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 33.33% |
$95.3 - $111
|
8
$425
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.56% |
$47.6 - $55.7
|
63
$3.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.45% |
$47.6 - $55.7
|
28
$1.49K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 2.74% |
$191 - $223
|
142
$7.55K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-4- -0.0% |
$191 - $223
|
86.4K
$4.59M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6- 26.09% |
$286 - $334
|
17
$904
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-9- 6.62% |
$429 - $501
|
127
$6.75K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 2.23% |
$667 - $780
|
614
$32.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-19- 0.41% |
$905 - $1.06K
|
4.57K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-31- 0.25% |
$1.48K - $1.73K
|
12.5K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 10.36% |
$1.52K - $1.78K
|
277
$14.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-34- 9.14% |
$1.62K - $1.89K
|
338
$18K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.82% |
$1.95K - $2.28K
|
4.96K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 3.89% |
$2.24K - $2.62K
|
1.16K
$61.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-50- 34.72% |
$2.38K - $2.78K
|
94
$5K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-61- 0.51% |
$2.91K - $3.4K
|
11.8K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-83- 0.58% |
$3.95K - $4.62K
|
14.3K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-96- 2.59% |
$4.57K - $5.35K
|
3.62K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-98- 1.22% |
$4.67K - $5.46K
|
7.93K
$422K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-100- 2.17% |
$4.76K - $5.57K
|
4.51K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-103- 39.02% |
$4.91K - $5.74K
|
161
$8.56K
|
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-104- 0.25% |
$4.95K - $5.79K
|
40.7K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-123- 1.97% |
$5.86K - $6.85K
|
6.13K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-130- 1.35% |
$6.19K - $7.24K
|
9.53K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-151- 0.64% |
$7.19K - $8.41K
|
23.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-163- 1.89% |
$7.77K - $9.08K
|
8.48K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-198- 2.06% |
$9.43K - $11K
|
9.4K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-199- 24.91% |
$9.48K - $11.1K
|
600
$31.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-200- 2.45% |
$9.53K - $11.1K
|
7.98K
$424K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.23% |
$9.53K - $11.1K
|
86.8K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-211- 0.55% |
$10.1K - $11.7K
|
38.4K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-232- 1.12% |
$11.1K - $12.9K
|
20.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-243- 5.68% |
$11.6K - $13.5K
|
4.04K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-260- 16.67% |
$12.4K - $14.5K
|
1.3K
$69.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-262- 0.81% |
$12.5K - $14.6K
|
32K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-272- 0.52% |
$13K - $15.1K
|
52.1K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-273- 6.22% |
$13K - $15.2K
|
4.12K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-287- 1.75% |
$13.7K - $16K
|
16.1K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-299- 9.33% |
$14.2K - $16.6K
|
2.91K
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-345- 14.03% |
$16.4K - $19.2K
|
2.11K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-390- 68.9% |
$18.6K - $21.7K
|
176
$9.36K
|