Purchases and Sales Made in Q3 2025 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
7.53K+ 28.25% |
$377K - $421K
|
34.2K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.09K+ 5.01% |
$155K - $172K
|
64.7K
$3.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.01K+ 2.99% |
$101K - $113K
|
69.4K
$3.44M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
721New |
$36.1K - $40.3K
|
721
$35.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
53+ 1.14% |
$2.65K - $2.96K
|
4.71K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 1.3% |
$1.65K - $1.84K
|
2.57K
$127K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 22.73% |
$250 - $279
|
27
$1.34K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$150 - $168
|
1.29K
$63.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.61% |
$50.1 - $55.9
|
61
$3.02K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-162- 1.43% |
$8.11K - $9.05K
|
11.2K
$553K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-176- 0.8% |
$8.82K - $9.83K
|
21.9K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.85K- 5.65% |
$143K - $159K
|
47.7K
$2.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-4.4K- 15.55% |
$220K - $246K
|
23.9K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-7.66K- 6.85% |
$384K - $428K
|
104K
$5.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9.01K- 8.43% |
$451K - $503K
|
97.9K
$4.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-93K- 88.61% |
$4.66M - $5.2M
|
12K
$593K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-140K- 31.38% |
$7.02M - $7.84M
|
307K
$15.2M
|