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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 3.23% |
$35.6 - $41.5
|
30
$1.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 10.0% |
$178 - $208
|
45
$2.39K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-11- 0.27% |
$392 - $457
|
3.99K
$212K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.09% |
$570 - $664
|
17.8K
$947K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17- 6.44% |
$606 - $706
|
247
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 4.96% |
$1.14K - $1.33K
|
613
$32.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-45- 22.61% |
$1.6K - $1.87K
|
154
$8.19K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55- 5.91% |
$1.96K - $2.28K
|
876
$46.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-92- 0.05% |
$3.28K - $3.82K
|
202K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-103- 0.24% |
$3.67K - $4.27K
|
42.6K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-184- 2.43% |
$6.56K - $7.64K
|
7.4K
$393K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-184- 2.43% |
$6.56K - $7.64K
|
7.4K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-238- 36.01% |
$8.48K - $9.88K
|
423
$22.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-251- 24.27% |
$8.94K - $10.4K
|
783
$41.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-258- 3.89% |
$9.19K - $10.7K
|
6.38K
$339K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-270- 1.67% |
$9.62K - $11.2K
|
15.9K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-277- 0.71% |
$9.87K - $11.5K
|
38.7K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-280- 7.76% |
$9.98K - $11.6K
|
3.33K
$177K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-285- 2.49% |
$10.2K - $11.8K
|
11.2K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-298- 7.23% |
$10.6K - $12.4K
|
3.82K
$203K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-304- 0.48% |
$10.8K - $12.6K
|
62.5K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-304- 0.48% |
$10.8K - $12.6K
|
62.5K
$3.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
SELL
|
- |
-333- 0.55% |
$11.9K - $13.8K
|
60K
$3.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-338- 5.7% |
$12K - $14K
|
5.59K
$297K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-390- 97.5% |
$13.9K - $16.2K
|
10
$532
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-408- 36.82% |
$14.5K - $16.9K
|
700
$37.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-454- 1.55% |
$16.2K - $18.8K
|
28.9K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-507- 0.39% |
$18.1K - $21K
|
131K
$6.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-522- 2.03% |
$18.6K - $21.7K
|
25.2K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-556- 7.75% |
$19.8K - $23.1K
|
6.62K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-680- 6.36% |
$24.2K - $28.2K
|
10K
$532K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-800- 2.35% |
$28.5K - $33.2K
|
33.3K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-831- 1.55% |
$29.6K - $34.5K
|
52.8K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-871- 4.83% |
$31K - $36.1K
|
17.2K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-888- 5.8% |
$31.6K - $36.9K
|
14.4K
$767K
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-919- 14.99% |
$32.7K - $38.1K
|
5.21K
$277K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-919- 14.99% |
$32.7K - $38.1K
|
5.21K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-936- 7.04% |
$33.3K - $38.8K
|
12.4K
$657K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.01K- 13.17% |
$36.1K - $42.1K
|
6.69K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.04K- 1.12% |
$37.2K - $43.3K
|
91.7K
$4.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.08K- 5.28% |
$38.6K - $44.9K
|
19.4K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 1.15% |
$38.7K - $45K
|
93.1K
$4.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.11K- 11.73% |
$39.5K - $46.1K
|
8.35K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.21K- 10.91% |
$43K - $50.1K
|
9.86K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.21K- 19.18% |
$43.1K - $50.2K
|
5.1K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.4K- 5.81% |
$49.9K - $58.1K
|
22.7K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.42K- 5.5% |
$50.6K - $58.9K
|
24.4K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.43K- 2.06% |
$51K - $59.4K
|
68.1K
$3.62M
|