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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7+ 0.04% |
$259 - $305
|
19.4K
$920K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.81% |
$259 - $305
|
256
$12.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$259 - $305
|
2.62K
$124K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$222 - $262
|
6
$284
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$185 - $218
|
5
$237
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5+ 0.01% |
$185 - $218
|
35.4K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 0.57% |
$148 - $174
|
704
$33.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3New |
$111 - $131
|
3
$142
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$74.1 - $87.2
|
2
$94.6
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2New |
$74.1 - $87.2
|
2
$94.6
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2New |
$74.1 - $87.2
|
2
$94.6
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$37.1 - $43.6
|
5.17K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$37.1 - $43.6
|
12.8K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.54% |
$37.1 - $43.6
|
66
$3.12K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 1.01% |
$37.1 - $43.6
|
98
$4.64K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 4.44% |
$74.1 - $87.2
|
43
$2.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-9- 0.03% |
$333 - $392
|
28.8K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19- 0.2% |
$704 - $829
|
9.51K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.33% |
$741 - $872
|
6.07K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-23- 0.73% |
$852 - $1K
|
3.11K
$147K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 1.08% |
$1.33K - $1.57K
|
3.29K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-40- 0.4% |
$1.48K - $1.74K
|
9.97K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 19.52% |
$1.52K - $1.79K
|
169
$8K
|
|
|
Nov 13, 2024
Q3 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-45- 0.11% |
$1.67K - $1.96K
|
40.8K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-62- 25.1% |
$2.3K - $2.7K
|
185
$8.75K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-63- 2.33% |
$2.33K - $2.75K
|
2.64K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-71- 0.38% |
$2.63K - $3.1K
|
18.8K
$888K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72- 0.61% |
$2.67K - $3.14K
|
11.8K
$558K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-81- 0.34% |
$3K - $3.53K
|
23.8K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
SELL
|
- |
-104- 0.39% |
$3.85K - $4.54K
|
26.7K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-105- 14.79% |
$3.89K - $4.58K
|
605
$28.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-106- 1.43% |
$3.93K - $4.62K
|
7.29K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-106- 0.17% |
$3.93K - $4.62K
|
62.4K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-113- 0.36% |
$4.19K - $4.93K
|
31.3K
$1.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-114- 0.09% |
$4.22K - $4.97K
|
131K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 0.23% |
$5.93K - $6.98K
|
69.8K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-162- 2.15% |
$6K - $7.06K
|
7.37K
$349K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-167- 0.83% |
$6.19K - $7.28K
|
20K
$946K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 43.03% |
$6.74K - $7.94K
|
241
$11.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-195- 2.97% |
$7.22K - $8.5K
|
6.37K
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-221- 0.88% |
$8.19K - $9.64K
|
25K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-227- 2.45% |
$8.41K - $9.9K
|
9.03K
$427K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-238- 8.17% |
$8.82K - $10.4K
|
2.68K
$127K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-330- 3.14% |
$12.2K - $14.4K
|
10.2K
$481K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-341- 2.39% |
$12.6K - $14.9K
|
13.9K
$659K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-369- 5.57% |
$13.7K - $16.1K
|
6.25K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-479- 3.32% |
$17.7K - $20.9K
|
13.9K
$660K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-500- 0.83% |
$18.5K - $21.8K
|
59.5K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 2.08% |
$18.5K - $21.8K
|
23.5K
$1.11M
|