Purchases and Sales Made in Q4 2023 in Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH) during Q4 2023. 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 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.7KNew |
$346K - $473K
|
13.7K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.7K+ 142.71% |
$345K - $472K
|
23.3K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
13.3K+ 3.14% |
$336K - $460K
|
438K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.2KNew |
$333K - $456K
|
13.2K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
12.5KNew |
$315K - $431K
|
12.5K
$593K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
12.4KNew |
$313K - $428K
|
12.4K
$589K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
12K+ 12.58% |
$301K - $412K
|
107K
$5.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
11.5K+ 19.79% |
$290K - $397K
|
69.7K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$287K - $393K
|
11.4K
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11.3K+ 80650.0% |
$285K - $389K
|
11.3K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.9KNew |
$274K - $375K
|
10.9K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
10.8KNew |
$272K - $372K
|
10.8K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.5KNew |
$264K - $361K
|
10.5K
$497K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
9.77K+ 6.15% |
$246K - $337K
|
169K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
9.74KNew |
$246K - $336K
|
9.74K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.68KNew |
$244K - $333K
|
9.68K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.62KNew |
$242K - $331K
|
9.62K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
9.57K+ 43.97% |
$241K - $330K
|
31.3K
$1.49M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.46KNew |
$238K - $326K
|
9.46K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.05K+ 75.68% |
$228K - $312K
|
21K
$997K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
8.64K+ 31.08% |
$218K - $298K
|
36.4K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.63KNew |
$217K - $297K
|
8.63K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.19KNew |
$207K - $282K
|
8.19K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.18KNew |
$206K - $282K
|
8.18K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.78K+ 55.65% |
$196K - $268K
|
21.8K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
7.61K+ 23.49% |
$192K - $262K
|
40K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.43KNew |
$187K - $256K
|
7.43K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.1KNew |
$179K - $245K
|
7.1K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.8KNew |
$171K - $234K
|
6.8K
$323K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.28K+ 83.7% |
$158K - $216K
|
13.8K
$654K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.02K+ 4.28% |
$152K - $208K
|
147K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
5.81K+ 44.46% |
$146K - $200K
|
18.9K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.47K+ 79.0% |
$138K - $189K
|
12.4K
$588K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
5.31K+ 7.81% |
$134K - $183K
|
73.3K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.5K+ 53.6% |
$113K - $155K
|
12.9K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.78K+ 52.35% |
$95.3K - $130K
|
11K
$522K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.53K+ 5.65% |
$89.1K - $122K
|
66K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.45K+ 9.79% |
$86.9K - $119K
|
38.7K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.79K+ 2.82% |
$70.2K - $96K
|
102K
$4.82M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.52K+ 15.22% |
$63.4K - $86.7K
|
19K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.5K+ 19.46% |
$63K - $86.1K
|
15.3K
$727K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.4KNew |
$60.5K - $82.7K
|
2.4K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3K+ 4.27% |
$58K - $79.3K
|
56.2K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.28KNew |
$57.4K - $78.4K
|
2.28K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.26K+ 12.3% |
$57.1K - $78K
|
20.7K
$981K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.12K+ 21.42% |
$53.3K - $72.9K
|
12K
$569K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.93KNew |
$48.5K - $66.3K
|
1.93K
$91.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.9K+ 4.26% |
$47.8K - $65.3K
|
46.4K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.64KNew |
$41.4K - $56.6K
|
1.64K
$77.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 261.31% |
$41.4K - $56.5K
|
2.27K
$108K
|