Purchases and Sales Made in Q3 2023 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
6.11K+ 16.51% |
$164K - $178K
|
43.1K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.56K+ 7.71% |
$149K - $162K
|
77.6K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.32K+ 41.96% |
$143K - $155K
|
18K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.11K+ 51.47% |
$137K - $149K
|
15K
$712K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
3.45K+ 1.03% |
$92.6K - $101K
|
337K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.41K+ 1.17% |
$91.5K - $99.5K
|
296K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.1KNew |
$83.3K - $90.5K
|
3.1K
$147K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.02K+ 3.84% |
$81.1K - $88.1K
|
81.6K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.85K+ 25.64% |
$76.6K - $83.3K
|
14K
$662K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.53K+ 4.91% |
$67.8K - $73.7K
|
53.9K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
2.5K+ 0.94% |
$67.2K - $73K
|
268K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.37KNew |
$63.5K - $69K
|
2.37K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.25K+ 5.13% |
$60.4K - $65.7K
|
46.2K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.92K+ 18.21% |
$51.5K - $55.9K
|
12.4K
$588K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.87K+ 20.38% |
$50.1K - $54.5K
|
11K
$521K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.74K+ 42.39% |
$46.7K - $50.7K
|
5.84K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.68K+ 0.94% |
$45K - $49K
|
180K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.66K+ 1.67% |
$44.7K - $48.6K
|
101K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.66K+ 2.85% |
$44.5K - $48.3K
|
59.8K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.62K+ 6.45% |
$43.5K - $47.3K
|
26.7K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.59K+ 4.46% |
$42.7K - $46.4K
|
37.2K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.56K+ 2.07% |
$42K - $45.6K
|
76.9K
$3.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49K+ 10.35% |
$39.9K - $43.4K
|
15.9K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.42K+ 16.92% |
$38K - $41.3K
|
9.78K
$463K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.21K+ 2.36% |
$32.4K - $35.2K
|
52.3K
$2.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.06K+ 10.8% |
$28.4K - $30.8K
|
10.8K
$513K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.03K+ 128.29% |
$27.8K - $30.2K
|
1.84K
$87.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1K+ 4.35% |
$26.9K - $29.2K
|
24K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
912+ 2.38% |
$24.5K - $26.6K
|
39.3K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
817New |
$21.9K - $23.8K
|
817
$38.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
800+ 0.51% |
$21.5K - $23.4K
|
157K
$7.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
700+ 0.83% |
$18.8K - $20.4K
|
85.1K
$4.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
592+ 280.57% |
$15.9K - $17.3K
|
803
$38K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
540+ 0.13% |
$14.5K - $15.8K
|
426K
$20.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
506+ 23.63% |
$13.6K - $14.8K
|
2.65K
$125K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
471+ 4.71% |
$12.7K - $13.7K
|
10.5K
$495K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
461+ 1.41% |
$12.4K - $13.5K
|
33.1K
$1.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
452+ 5.07% |
$12.1K - $13.2K
|
9.37K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
437+ 1.47% |
$11.7K - $12.8K
|
30.1K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
418+ 1.54% |
$11.2K - $12.2K
|
27.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
370+ 4.86% |
$9.94K - $10.8K
|
7.99K
$378K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
370+ 196.81% |
$9.94K - $10.8K
|
558
$26.4K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
353+ 1.7% |
$9.48K - $10.3K
|
21.1K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
342New |
$9.19K - $9.98K
|
342
$16.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
320+ 3.99% |
$8.6K - $9.34K
|
8.33K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
289+ 3.22% |
$7.76K - $8.44K
|
9.26K
$438K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
226+ 8.33% |
$6.07K - $6.6K
|
2.94K
$139K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
226+ 8.33% |
$6.07K - $6.6K
|
2.94K
$139K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
211+ 2.4% |
$5.67K - $6.16K
|
9.02K
$427K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
158+ 1053.33% |
$4.24K - $4.61K
|
173
$8.19K
|