Purchases and Sales Made in Q2 2025 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q2 2025. 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 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.79% |
$44 - $56.1
|
57
$2.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.59% |
$44 - $56.1
|
62
$2.93K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 5.88% |
$44 - $56.1
|
16
$756
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 4.76% |
$88 - $112
|
40
$1.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3- 0.06% |
$132 - $168
|
5.31K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.92% |
$176 - $224
|
431
$20.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 0.37% |
$308 - $393
|
1.87K
$88.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9- 0.13% |
$396 - $505
|
6.87K
$324K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-14- 36.84% |
$616 - $785
|
24
$1.13K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 1.08% |
$616 - $785
|
1.29K
$60.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 3.26% |
$880 - $1.12K
|
594
$28K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-23- 76.67% |
$1.01K - $1.29K
|
7
$331
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29- 1.37% |
$1.28K - $1.63K
|
2.09K
$98.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 2.64% |
$1.54K - $1.96K
|
1.29K
$60.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-35- 41.18% |
$1.54K - $1.96K
|
50
$2.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 38.0% |
$1.67K - $2.13K
|
62
$2.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-43- 3.1% |
$1.89K - $2.41K
|
1.34K
$63.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-50- 9.63% |
$2.2K - $2.81K
|
469
$22.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-51- 76.12% |
$2.24K - $2.86K
|
16
$756
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-52- 5.9% |
$2.29K - $2.92K
|
830
$39.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-81- 0.02% |
$3.56K - $4.54K
|
429K
$20.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-90- 0.21% |
$3.96K - $5.05K
|
42.2K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-91- 3.13% |
$4K - $5.11K
|
2.82K
$133K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-94- 0.27% |
$4.13K - $5.27K
|
34.7K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.46% |
$4.4K - $5.61K
|
6.77K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-101- 2.79% |
$4.44K - $5.67K
|
3.52K
$166K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-104- 2.31% |
$4.57K - $5.83K
|
4.41K
$208K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-104- 0.95% |
$4.57K - $5.83K
|
10.8K
$511K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-121- 0.26% |
$5.32K - $6.79K
|
47.3K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-123- 2.37% |
$5.41K - $6.9K
|
5.06K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-127- 0.09% |
$5.59K - $7.12K
|
143K
$6.75M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-127- 2.77% |
$5.59K - $7.12K
|
4.46K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-151- 2.75% |
$6.64K - $8.47K
|
5.34K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-152- 0.41% |
$6.68K - $8.53K
|
36.5K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-153- 32.62% |
$6.73K - $8.58K
|
316
$14.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-177- 2.5% |
$7.78K - $9.93K
|
6.9K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-209- 47.61% |
$9.19K - $11.7K
|
230
$10.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-217- 4.74% |
$9.54K - $12.2K
|
4.36K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-225- 0.59% |
$9.9K - $12.6K
|
38.2K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-229- 2.7% |
$10.1K - $12.8K
|
8.25K
$390K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-251- 6.5% |
$11K - $14.1K
|
3.61K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-259- 2.3% |
$11.4K - $14.5K
|
11K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-302- 10.42% |
$13.3K - $16.9K
|
2.6K
$123K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-393- 1.67% |
$17.3K - $22K
|
23.1K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-394- 7.94% |
$17.3K - $22.1K
|
4.57K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-476- 0.9% |
$20.9K - $26.7K
|
52.5K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-490- 62.03% |
$21.6K - $27.5K
|
300
$14.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-494- 5.18% |
$21.7K - $27.7K
|
9.04K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-565- 10.54% |
$24.8K - $31.7K
|
4.79K
$226K
|