Purchases and Sales Made in Q3 2024 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
476+ 3.64% |
$17.6K - $20.8K
|
13.5K
$720K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
446+ 82.29% |
$16.5K - $19.5K
|
988
$52.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
407+ 2.95% |
$15.1K - $17.7K
|
14.2K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
368+ 4.12% |
$13.6K - $16K
|
9.3K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
350New |
$13K - $15.3K
|
350
$18.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
344+ 4.59% |
$12.7K - $15K
|
7.84K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
332+ 5.09% |
$12.3K - $14.5K
|
6.85K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
319+ 1.75% |
$11.8K - $13.9K
|
18.6K
$987K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
317+ 2.53% |
$11.7K - $13.8K
|
12.8K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
287+ 0.73% |
$10.6K - $12.5K
|
39.6K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
246+ 61.5% |
$9.11K - $10.7K
|
646
$34.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
223+ 4.83% |
$8.26K - $9.73K
|
4.84K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
215New |
$7.97K - $9.38K
|
215
$11.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
202New |
$7.48K - $8.81K
|
202
$10.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
163+ 1.33% |
$6.04K - $7.11K
|
12.4K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
162+ 0.49% |
$6K - $7.06K
|
33.1K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
161+ 6.02% |
$5.97K - $7.02K
|
2.83K
$151K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
154+ 41.96% |
$5.71K - $6.72K
|
521
$27.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 11.45% |
$5.63K - $6.63K
|
1.48K
$78.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147+ 0.27% |
$5.45K - $6.41K
|
55.6K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
145+ 0.5% |
$5.37K - $6.32K
|
28.9K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
136New |
$5.04K - $5.93K
|
136
$7.23K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
136+ 49.45% |
$5.04K - $5.93K
|
411
$21.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
130+ 2.19% |
$4.82K - $5.67K
|
6.06K
$322K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
129+ 0.09% |
$4.78K - $5.63K
|
141K
$7.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
127+ 239.62% |
$4.71K - $5.54K
|
180
$9.57K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
124+ 29.45% |
$4.59K - $5.41K
|
545
$29K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118+ 58.13% |
$4.37K - $5.15K
|
321
$17.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
114New |
$4.22K - $4.97K
|
114
$6.06K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
111+ 1.16% |
$4.11K - $4.84K
|
9.67K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
109+ 1557.14% |
$4.04K - $4.75K
|
116
$6.17K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 16.91% |
$3.85K - $4.54K
|
719
$38.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
101+ 0.61% |
$3.74K - $4.4K
|
16.8K
$893K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
97+ 8.72% |
$3.59K - $4.23K
|
1.21K
$64.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
95New |
$3.52K - $4.14K
|
95
$5.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86+ 9.82% |
$3.19K - $3.75K
|
962
$51.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
70+ 2.88% |
$2.59K - $3.05K
|
2.5K
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
70+ 0.84% |
$2.59K - $3.05K
|
8.42K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
66+ 12.74% |
$2.45K - $2.88K
|
584
$31.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
65New |
$2.41K - $2.83K
|
65
$3.46K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 14.59% |
$2K - $2.35K
|
424
$22.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50New |
$1.85K - $2.18K
|
50
$2.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
47+ 1.23% |
$1.74K - $2.05K
|
3.87K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
41+ 585.71% |
$1.52K - $1.79K
|
48
$2.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 2.68% |
$1.52K - $1.79K
|
1.57K
$83.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 65.91% |
$1.07K - $1.26K
|
73
$3.88K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
23New |
$852 - $1K
|
23
$1.22K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
21New |
$778 - $916
|
21
$1.12K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
21+ 0.25% |
$778 - $916
|
8.29K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
18New |
$667 - $785
|
18
$957
|