Purchases and Sales Made in Q2 2024 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
440+ 2.56% |
$15.7K - $18.3K
|
17.6K
$836K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
419+ 2095.0% |
$14.9K - $17.4K
|
439
$20.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
384New |
$13.7K - $15.9K
|
384
$18.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
334+ 133.6% |
$11.9K - $13.9K
|
584
$27.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
275New |
$9.8K - $11.4K
|
275
$13K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
254+ 0.75% |
$9.05K - $10.5K
|
34.3K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
226New |
$8.05K - $9.38K
|
226
$10.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
224+ 3.66% |
$7.98K - $9.3K
|
6.34K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
213+ 3.42% |
$7.59K - $8.84K
|
6.45K
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
210New |
$7.48K - $8.72K
|
210
$9.96K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
208+ 130.82% |
$7.41K - $8.63K
|
367
$17.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
207New |
$7.38K - $8.59K
|
207
$9.82K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
198+ 1.54% |
$7.05K - $8.22K
|
13.1K
$620K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
150+ 40.76% |
$5.34K - $6.23K
|
518
$24.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
144New |
$5.13K - $5.98K
|
144
$6.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
125+ 29.98% |
$4.45K - $5.19K
|
542
$25.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
118+ 46.83% |
$4.2K - $4.9K
|
370
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
107+ 1.32% |
$3.81K - $4.44K
|
8.21K
$389K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
95+ 0.7% |
$3.38K - $3.94K
|
13.8K
$653K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
94New |
$3.35K - $3.9K
|
94
$4.46K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
93New |
$3.31K - $3.86K
|
93
$4.41K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
77+ 1.04% |
$2.74K - $3.2K
|
7.5K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
73+ 2.77% |
$2.6K - $3.03K
|
2.71K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
71+ 45.51% |
$2.53K - $2.95K
|
227
$10.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
52+ 6.67% |
$1.85K - $2.16K
|
832
$39.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44New |
$1.57K - $1.83K
|
44
$2.09K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
32New |
$1.14K - $1.33K
|
32
$1.52K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32New |
$1.14K - $1.33K
|
32
$1.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32+ 0.25% |
$1.14K - $1.33K
|
12.8K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
27+ 0.22% |
$962 - $1.12K
|
12.2K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 9.06% |
$855 - $996
|
289
$13.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
21+ 3.95% |
$748 - $872
|
553
$26.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20New |
$713 - $830
|
20
$949
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$428 - $498
|
12
$569
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 0.59% |
$356 - $415
|
1.71K
$81.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.38% |
$356 - $415
|
2.62K
$124K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 16.07% |
$321 - $374
|
65
$3.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8+ 0.08% |
$285 - $332
|
9.53K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$249 - $291
|
7
$332
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
7New |
$249 - $291
|
7
$332
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.71% |
$178 - $208
|
710
$33.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.14% |
$143 - $166
|
2.91K
$138K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 2.78% |
$71.3 - $83
|
74
$3.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.25% |
$35.6 - $41.5
|
400
$19K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.23% |
$35.6 - $41.5
|
30
$1.42K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 10.0% |
$178 - $208
|
45
$2.13K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-11- 0.27% |
$392 - $457
|
3.99K
$189K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.09% |
$570 - $664
|
17.8K
$845K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17- 6.44% |
$606 - $706
|
247
$11.7K
|