Purchases and Sales Made in Q4 2022 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q4 2022. 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 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
370+ 3.58% |
$10.1K - $11.8K
|
10.7K
$569K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
333+ 20.97% |
$9.07K - $10.6K
|
1.92K
$102K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
333New |
$9.07K - $10.6K
|
333
$17.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
245New |
$6.67K - $7.83K
|
245
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
203+ 0.01% |
$5.53K - $6.49K
|
2.04M
$109M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
177+ 20.05% |
$4.82K - $5.66K
|
1.06K
$56.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
177+ 20.05% |
$4.82K - $5.66K
|
1.06K
$56.4K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
174New |
$4.74K - $5.56K
|
174
$9.25K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
172+ 8.77% |
$4.69K - $5.5K
|
2.13K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
171+ 0.46% |
$4.66K - $5.47K
|
37.8K
$2.01M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
164New |
$4.47K - $5.24K
|
164
$8.72K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
122+ 20.78% |
$3.32K - $3.9K
|
709
$37.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
115+ 1.38% |
$3.13K - $3.68K
|
8.47K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$2.89K - $3.39K
|
106
$5.64K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
77+ 13.44% |
$2.1K - $2.46K
|
650
$34.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
74New |
$2.02K - $2.37K
|
74
$3.94K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
70+ 0.8% |
$1.91K - $2.24K
|
8.83K
$470K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
63+ 0.59% |
$1.72K - $2.01K
|
10.8K
$573K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 101.72% |
$1.61K - $1.89K
|
117
$6.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 23.81% |
$1.5K - $1.76K
|
286
$15.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50+ 108.7% |
$1.36K - $1.6K
|
96
$5.11K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.36K - $1.6K
|
50
$2.66K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 61.97% |
$1.2K - $1.41K
|
115
$6.12K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31+ 56.36% |
$844 - $991
|
86
$4.57K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30New |
$817 - $959
|
30
$1.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29New |
$790 - $927
|
29
$1.54K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24New |
$654 - $767
|
24
$1.28K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
22New |
$599 - $703
|
22
$1.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 6.75% |
$436 - $512
|
253
$13.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$409 - $480
|
15
$798
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$163 - $192
|
6
$319
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4New |
$109 - $128
|
4
$213
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$109 - $128
|
2.7K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.77% |
$81.7 - $95.9
|
393
$20.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$54.5 - $63.9
|
2
$106
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.0% |
$27.2 - $32
|
51
$2.71K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 4.29% |
$81.7 - $95.9
|
67
$3.56K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-5- 0.01% |
$136 - $160
|
46.9K
$2.49M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5- 0.02% |
$136 - $160
|
32.5K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5- 0.02% |
$136 - $160
|
31.3K
$1.66M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-16- 0.21% |
$436 - $512
|
7.62K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.67% |
$463 - $543
|
1K
$53.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-20- 9.13% |
$545 - $639
|
199
$10.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-26- 0.22% |
$708 - $831
|
11.7K
$624K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-26- 5.64% |
$708 - $831
|
435
$23.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-37- 51.39% |
$1.01K - $1.18K
|
35
$1.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-47- 0.44% |
$1.28K - $1.5K
|
10.5K
$561K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-62- 0.69% |
$1.69K - $1.98K
|
8.92K
$474K
|