Purchases and Sales Made in Q4 2021 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
377+ 59.65% |
$11.3K - $13.4K
|
1.01K
$47.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
367+ 198.38% |
$11K - $13K
|
552
$26.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 341.0% |
$10.2K - $12.1K
|
441
$20.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
336+ 1.14% |
$10.1K - $11.9K
|
29.9K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
313New |
$9.37K - $11.1K
|
313
$14.8K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
299New |
$8.96K - $10.6K
|
299
$14.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
293+ 38.6% |
$8.78K - $10.4K
|
1.05K
$49.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
261New |
$7.82K - $9.25K
|
261
$12.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
244New |
$7.31K - $8.64K
|
244
$11.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
242+ 2.63% |
$7.25K - $8.57K
|
9.44K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
232+ 493.62% |
$6.95K - $8.22K
|
279
$13.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
BUY
|
- |
231+ 0.07% |
$6.92K - $8.18K
|
347K
$16.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
227+ 10.09% |
$6.8K - $8.04K
|
2.48K
$117K
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
183+ 1.76% |
$5.48K - $6.48K
|
10.6K
$500K
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
173+ 1.46% |
$5.18K - $6.13K
|
12K
$570K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
104New |
$3.11K - $3.68K
|
104
$4.92K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
100+ 0.25% |
$3K - $3.54K
|
40.7K
$1.93M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
100+ 33.33% |
$3K - $3.54K
|
400
$18.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
93New |
$2.79K - $3.29K
|
93
$4.4K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
85+ 0.64% |
$2.55K - $3.01K
|
13.5K
$637K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
77+ 31.05% |
$2.31K - $2.73K
|
325
$15.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
53+ 0.3% |
$1.59K - $1.88K
|
17.5K
$827K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
52New |
$1.56K - $1.84K
|
52
$2.46K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
48New |
$1.44K - $1.7K
|
48
$2.27K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
47+ 10.68% |
$1.41K - $1.67K
|
487
$23K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
44New |
$1.32K - $1.56K
|
44
$2.08K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 16.67% |
$1.26K - $1.49K
|
294
$13.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
42New |
$1.26K - $1.49K
|
42
$1.99K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 6.11% |
$1.2K - $1.42K
|
695
$32.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
38New |
$1.14K - $1.35K
|
38
$1.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35New |
$1.05K - $1.24K
|
35
$1.66K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30New |
$899 - $1.06K
|
30
$1.42K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30New |
$899 - $1.06K
|
30
$1.42K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
28New |
$839 - $992
|
28
$1.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 4.9% |
$509 - $602
|
364
$17.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 5.82% |
$479 - $567
|
291
$13.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
11New |
$329 - $390
|
11
$521
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
6+ 1.48% |
$180 - $213
|
411
$19.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.52% |
$150 - $177
|
973
$46K
|
|
|
Feb 10, 2022
Q4 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1+ 4.35% |
$30 - $35.4
|
24
$1.14K
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.06% |
$210 - $248
|
11.6K
$547K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-14- 0.11% |
$419 - $496
|
13K
$613K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25Closed |
$749 - $886
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56- 21.96% |
$1.68K - $1.98K
|
199
$9.42K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-67- 17.82% |
$2.01K - $2.37K
|
309
$14.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-70- 0.29% |
$2.1K - $2.48K
|
23.9K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-76- 3.18% |
$2.28K - $2.69K
|
2.31K
$109K
|