Purchases and Sales Made in Q2 2023 in Equitable Holdings, Inc. (EQH)
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 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-256- 22.16% |
$5.84K - $6.95K
|
899
$47K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-260- 2.83% |
$5.93K - $7.06K
|
8.91K
$466K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-281- 85.93% |
$6.41K - $7.63K
|
46
$2.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-313- 3.76% |
$7.14K - $8.5K
|
8.01K
$419K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-348- 0.93% |
$7.94K - $9.45K
|
37K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-355- 30.71% |
$8.1K - $9.64K
|
801
$41.8K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-377- 4.42% |
$8.6K - $10.2K
|
8.14K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-383- 2.69% |
$8.74K - $10.4K
|
13.9K
$725K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-444- 45.49% |
$10.1K - $12.1K
|
532
$27.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-444- 45.49% |
$10.1K - $12.1K
|
532
$27.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-450- 0.69% |
$10.3K - $12.2K
|
64.6K
$3.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-500- 6.78% |
$11.4K - $13.6K
|
6.88K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-506- 72.91% |
$11.5K - $13.7K
|
188
$9.82K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-507- 19.15% |
$11.6K - $13.8K
|
2.14K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-533- 1.71% |
$12.2K - $14.5K
|
30.7K
$1.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-564- 97.41% |
$12.9K - $15.3K
|
15
$783
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-619- 4.05% |
$14.1K - $16.8K
|
14.7K
$766K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-669- 4.71% |
$15.3K - $18.2K
|
13.5K
$707K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-690- 0.79% |
$15.7K - $18.7K
|
86.8K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-834- 0.66% |
$19K - $22.7K
|
125K
$6.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-850- 8.3% |
$19.4K - $23.1K
|
9.4K
$491K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-864- 10.11% |
$19.7K - $23.5K
|
7.68K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-900- 1.98% |
$20.5K - $24.4K
|
44.5K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-993- 0.2% |
$22.7K - $27K
|
499K
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.04K- 1.03% |
$23.8K - $28.3K
|
99.6K
$5.2M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.13K- 3.36% |
$25.7K - $30.6K
|
32.4K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.38K- 8.69% |
$31.6K - $37.6K
|
14.5K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.4K- 0.21% |
$31.9K - $38K
|
666K
$34.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.5K- 3.3% |
$34.2K - $40.7K
|
43.9K
$2.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.1K- 2.43% |
$47.9K - $57K
|
84.4K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.12K- 17.51% |
$48.4K - $57.6K
|
10K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.13K- 2.29% |
$48.6K - $57.9K
|
91K
$4.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.19K- 7.43% |
$50K - $59.5K
|
27.3K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.44K- 13.77% |
$55.7K - $66.3K
|
15.3K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.5K- 1.62% |
$57.1K - $67.9K
|
152K
$7.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.52K- 12.39% |
$57.4K - $68.3K
|
17.8K
$929K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.68K- 20.21% |
$61K - $72.7K
|
10.6K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.82K- 6.85% |
$64.4K - $76.7K
|
38.4K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-3.06K- 1.88% |
$69.9K - $83.2K
|
160K
$8.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.18K- 79.23% |
$72.6K - $86.4K
|
834
$43.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.16K- 27.21% |
$94.9K - $113K
|
11.1K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.2K- 6.41% |
$95.8K - $114K
|
61.3K
$3.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.52K- 39.19% |
$103K - $123K
|
7.02K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.69K- 15.72% |
$107K - $127K
|
25.1K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-4.93K- 3.06% |
$113K - $134K
|
156K
$8.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-5.2K- 9.14% |
$119K - $141K
|
51.7K
$2.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.33K- 4.93% |
$122K - $145K
|
103K
$5.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-5.71K- 2.54% |
$130K - $155K
|
220K
$11.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.01K- 28.66% |
$137K - $163K
|
14.9K
$781K
|
|
|
Aug 11, 2023
Q2 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-6.46K- 29.22% |
$147K - $176K
|
15.7K
$817K
|