Purchases and Sales Made in Q2 2023 in Equitable Holdings, Inc. (EQH)

EQH Quotes by TradingView

This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q2 2023. 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 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
88
+ 23.47%
$2.01K - $2.39K
463 $21.9K
Aug 14, 2023 Q2 2023
Elo Mutual Pension Insurance CO

BUY
 -
77
+ 0.26%
$1.76K - $2.09K
29.6K $1.4M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
76
New
$1.73K - $2.06K
76 $3.6K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
71
+ 71.72%
$1.62K - $1.93K
170 $8.04K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
48
+ 48.0%
$1.1K - $1.3K
148 $7K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
41
New
$936 - $1.11K
41 $1.94K
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
36
+ 6.59%
$822 - $978
582 $27.5K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
27
New
$616 - $733
27 $1.28K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
24
New
$548 - $652
24 $1.14K
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
20
+ 38.46%
$456 - $543
72 $3.41K
Aug 14, 2023 Q2 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
9
+ 0.07%
$205 - $244
12.7K $601K
Aug 11, 2023 Q2 2023
Ostrum Asset Management

Paris, I0
BUY
 -
9
+ 0.09%
$205 - $244
10.4K $494K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
6
+ 0.49%
$137 - $163
1.22K $57.8K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
5
+ 0.18%
$114 - $136
2.71K $128K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
5
+ 0.18%
$114 - $136
2.71K $128K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
5
+ 1.95%
$114 - $136
261 $12.4K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
3
+ 0.15%
$68.5 - $81.5
2.06K $97.7K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
1
New
$22.8 - $27.2
1 $47.3
Nov 26, 2024 Q2 2023
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
0
New
$0 - $0
0 $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-1
- 0.01%
$22.8 - $27.2
14.4K $680K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-4
- 0.99%
$91.3 - $109
399 $18.9K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

SELL
 -
-10
- 2.43%
$228 - $272
401 $19K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-10
- 33.33%
$228 - $272
20 $946
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-14
- 1.91%
$319 - $380
720 $34.1K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-29
- 18.35%
$662 - $788
129 $6.1K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

SELL
 -
-31
- 13.48%
$707 - $842
199 $9.42K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-36
- 43.37%
$822 - $978
47 $2.22K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-42
- 6.55%
$958 - $1.14K
599 $28.3K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-42
- 6.55%
$958 - $1.14K
599 $28.3K
Aug 14, 2023 Q2 2023
Clari Vest Asset Management LLC

San Diego, CA
SELL
 -
-51
- 11.72%
$1.16K - $1.39K
384 $18.2K
Jul 13, 2023 Q2 2023
Veriti Management LLC

SELL
 -
-65
- 0.74%
$1.48K - $1.77K
8.77K $415K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

SELL
 -
-69
- 16.39%
$1.57K - $1.87K
352 $16.7K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-117
- 27.46%
$2.67K - $3.18K
309 $14.6K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

SELL
 -
-122
- 88.41%
$2.78K - $3.31K
16 $757
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

SELL
 -
-124
- 40.26%
$2.83K - $3.37K
184 $8.71K
Aug 09, 2023 Q2 2023
Td Asset Management Inc

SELL
 -
-129
- 0.44%
$2.94K - $3.5K
29.5K $1.4M
Aug 11, 2023 Q2 2023
Ruane, Cunniff & Goldfarb L.P.

New York, NY
SELL
 -
-139
- 0.34%
$3.17K - $3.78K
41.1K $1.94M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-146
- 4.53%
$3.33K - $3.97K
3.08K $146K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

SELL
 -
-172
- 17.59%
$3.93K - $4.67K
806 $38.1K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-185
- 2.16%
$4.22K - $5.02K
8.39K $397K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

SELL
 -
-188
- 47.12%
$4.29K - $5.11K
211 $9.98K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-188
- 4.0%
$4.29K - $5.11K
4.51K $213K
Jul 17, 2023 Q2 2023
Tributary Capital Management, LLC

SELL
 -
-200
- 2.53%
$4.56K - $5.43K
7.7K $364K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
SELL
 -
-208
- 2.43%
$4.75K - $5.65K
8.37K $396K
Jul 12, 2023 Q2 2023
Community Trust & Investment CO

SELL
 -
-209
- 0.06%
$4.77K - $5.68K
333K $15.8M
Aug 14, 2023 Q2 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-227
- 1.07%
$5.18K - $6.17K
21K $991K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-244
- 29.72%
$5.57K - $6.63K
577 $27.3K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-256
- 22.16%
$5.84K - $6.95K
899 $42.5K

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