Purchases and Sales Made in Q2 2022 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
850+ 4.3% |
$21.7K - $27.5K
|
20.6K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
787+ 5.38% |
$20.1K - $25.4K
|
15.4K
$820K
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
638+ 4.42% |
$16.3K - $20.6K
|
15.1K
$801K
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
633+ 7.68% |
$16.2K - $20.4K
|
8.88K
$472K
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
BUY
|
- |
622+ 1.53% |
$15.9K - $20.1K
|
41.4K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
509+ 6.86% |
$13K - $16.4K
|
7.93K
$422K
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
463New |
$11.8K - $15K
|
463
$24.6K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
455New |
$11.6K - $14.7K
|
455
$24.2K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
437+ 4.25% |
$11.2K - $14.1K
|
10.7K
$571K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
435New |
$11.1K - $14.1K
|
435
$23.1K
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
433+ 5.67% |
$11.1K - $14K
|
8.07K
$429K
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
424New |
$10.8K - $13.7K
|
424
$22.5K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
395New |
$10.1K - $12.8K
|
395
$21K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
344+ 0.74% |
$8.79K - $11.1K
|
46.7K
$2.48M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
342+ 9.33% |
$8.74K - $11K
|
4.01K
$213K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
329+ 4.02% |
$8.41K - $10.6K
|
8.52K
$453K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
319+ 32.32% |
$8.15K - $10.3K
|
1.31K
$69.5K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
313+ 1.77% |
$8K - $10.1K
|
18K
$955K
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 1.72% |
$7.67K - $9.69K
|
17.8K
$946K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
293New |
$7.49K - $9.46K
|
293
$15.6K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
267+ 89.9% |
$6.82K - $8.62K
|
564
$30K
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
258+ 2.16% |
$6.59K - $8.33K
|
12.2K
$649K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
220New |
$5.62K - $7.11K
|
220
$11.7K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
208+ 49.17% |
$5.32K - $6.72K
|
631
$33.6K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
205+ 8.55% |
$5.24K - $6.62K
|
2.6K
$138K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
177+ 82.33% |
$4.52K - $5.72K
|
392
$20.8K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
151New |
$3.86K - $4.88K
|
151
$8.03K
|
|
Aug 15, 2022
Q2 2022
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
126+ 0.4% |
$3.22K - $4.07K
|
32K
$1.7M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
70New |
$1.79K - $2.26K
|
70
$3.72K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
70New |
$1.79K - $2.26K
|
70
$3.72K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
66+ 120.0% |
$1.69K - $2.13K
|
121
$6.43K
|
|
Aug 15, 2022
Q2 2022
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
61+ 0.03% |
$1.56K - $1.97K
|
200K
$10.6M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 305.26% |
$1.48K - $1.87K
|
77
$4.09K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49+ 0.84% |
$1.25K - $1.58K
|
5.91K
$314K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49+ 0.51% |
$1.25K - $1.58K
|
9.75K
$519K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 5.4% |
$1.15K - $1.45K
|
878
$46.7K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45+ 0.29% |
$1.15K - $1.45K
|
15.7K
$836K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
43New |
$1.1K - $1.39K
|
43
$2.29K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
36+ 0.04% |
$920 - $1.16K
|
89.8K
$4.78M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
25New |
$639 - $807
|
25
$1.33K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23New |
$588 - $743
|
23
$1.22K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
20+ 2.99% |
$511 - $646
|
688
$36.6K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
16New |
$409 - $517
|
16
$851
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13+ 0.04% |
$332 - $420
|
32.2K
$1.71M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 16.18% |
$281 - $355
|
79
$4.2K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10+ 0.05% |
$256 - $323
|
19K
$1.01M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.72% |
$179 - $226
|
986
$52.4K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.23% |
$25.6 - $32.3
|
430
$22.9K
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|